Investment managers are people or organizations who engage in all activities related to financial planning, investing and portfolio management for individuals or organizations.
Clients of investment managers can be both individual and institutional investors.
Investment management includes the development of strategies and the execution of transactions within the financial portfolio.
The type of investment manager required depends on individual needs and stage of financial planning. Experts suggest evaluating a number of factors such as performance and remuneration before choosing an investment manager.
The four largest investment management companies in the world are BlackRock Inc., Vanguard Group, State Street Global Advisors and Fidelity Investments.
The Government Accounting Standards Board (GASB) is a private non-governmental organization that develops accounting standards for state and local governments.
The MPA is a master’s degree in public relations that prepares recipients of this degree for leadership positions in government and non-governmental organizations.
The National Association of Certified Appraisers and Analysts (NACVA) is a group of business professionals who provide valuation and litigation services.
Personal Financial Specialist (PFS) is a certification for Chartered Public Accountants (CPA) allowing them to expand their experience to include financial planning and asset management.