Investment Management
/ɪnˈvɛstmənt ˈmænɪdʒmənt/
Definitions
- (n.) The fiduciary process of managing assets and investment portfolios on behalf of clients, including asset allocation, selection, and monitoring to achieve financial objectives.
The firm specializes in investment management for high-net-worth clients.
- (n.) The legal and regulatory framework governing the handling, use, and oversight of investments by managers and advisors.
Investment management laws impose strict disclosure requirements on asset managers.
Forms
- investment management
Related terms
See also
Commentary
Investment management involves both the practical handling of client assets and compliance with applicable fiduciary and securities laws, necessitating careful drafting of contracts and disclosures.
This glossary is for general informational and educational purposes only. Definitions are jurisdiction-agnostic but reflect terminology and concepts primarily drawn from English and American legal traditions. Nothing herein constitutes legal advice or creates a lawyer-client relationship. Users should consult qualified counsel for advice on specific matters or jurisdictions.