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Category

Investment management

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investment company
company whose main business is holding and managing securities for investment purposes
socially responsible investing
any investment strategy which seeks to consider both financial return and social/environmental good to bring about social change regarded as positive by proponents
investment strategy
set of rules guiding selection of an investment portfolio
family office
family controlled investment group
net asset value
value of an entity's assets minus the value of its liabilities
investment management
professional asset management of securities for the benefit of investors
asset allocation
implementation of an investment strategy that attempts to balance risk versus reward by adjusting the percentage of each asset in an investment portfolio according to the investor's risk tolerance, goals and investment time frame
wealth management
investment management and financial planning service
passive management
investing strategy bases on market-weighted index or portfolio tracking
assets under management
total market value of all the financial assets which a financial institution manages
Robo-advisor
Robo-advisors or robo-advisers are financial advisers that provide personalized financial advice and investment management online with moderate to minimal human intervention. A robo-advisor provides digital financial advice that is personalised based on mathematical rules or algorithms. These algorithms are designed by human financial advisors, investment managers and data scientists, and coded in software by programmers. These algorithms are executed by software and do not require a human advisor to impart financial advice to a client. The software utilizes its algorithms to automatically all
active management
active portfolio management strategy
Fund of funds
Investment strategy
Pershing Square Capital Management
American hedge fund