Investment Management

Resources for Improving Investment Management Department Operations

  • What is Investment Management?

    Seeking to earn more than they could on their own, clients turn to investment and asset managers for help with such needs as portfolio design, asset safekeeping, financial advice, trade execution and risk management. Services offered by investment management companies include retirement planning, retail trade clearing and execution, and large-scale asset management for institutional clients.
  • The History of Investment Management

    Investment management began formally many centuries ago. Courretiers de change in twelfth-century France, who managed the debts of agricultural communities on behalf of the bank, also traded debt and therefore may be thought of as the first brokers.

    The trading of securities appeared in Venice in the middle of the thirteenth century as bankers bought and sold government securities. Shares of the first joint stock company, the Dutch East India Company, founded in 1602, were traded on the Amsterdam Exchange. Dutch traders also dealt in derivatives, which included options and repurchase agreements, and pioneered short selling.
  • Modern Trends in Investment Management

    The worldwide investment management industry managed $79.3 trillion in 2010. Pension assets accounted for $29.9 trillion, with $24.7 trillion invested in mutual funds and $24.6 trillion in insurance funds. Counting sovereign wealth funds, hedge funds, private equity funds, exchange traded funds and the funds of wealthy individuals, assets of the global fund management industry totaled about $117 trillion. The United States accounts for one-half of the total.

    Several forces affect the investment management business. With 11 federal agencies writing rules pursuant to the Dodd-Frank regulation, firms in the United States are subject to major changes. The industry, moreover, is increasingly global and dependent upon ever faster trading technology.

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