Investment Management

Reviewed by Apoorva | Updated on Aug 26, 2020


Investment management is not just restricted to buying and selling assets, it also includes handling financial assets and other investments.

Investment management includes preparing a strategy, either short- or long-term, to acquire and dispose of portfolio holdings. Also, it can include banking, budgeting, and tax services and duties. In another case, the term refers to managing the holdings within an investment portfolio and trading them to realise a particular investment objective.

Understanding Investment Management

In a different perspective, investment management can be understood as money management, portfolio management, or wealth management. A professional approach to investment management aims at achieving certain investment goals for the benefit of clients, as the money invested is their responsibility. These clients may be individual investors or institutional investors such as pension funds, retirement plans, and insurance companies.

In terms of corporate finance, investment management means ensuring that the company's assets and resources are well-utilised and maintained.