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Questions and Answers
Explain the difference between investment management and asset management as described in the text above.
Investment management focuses on managing assets held primarily for investment purposes, while asset management may refer to managing assets not necessarily primarily held for investment purposes.
What are some examples of institutional investors mentioned in the text?
Examples of institutional investors mentioned in the text include insurance companies, pension funds, corporations, charities, and educational establishments.
What are some examples of collective investment schemes mentioned in the text?
Examples of collective investment schemes mentioned in the text include mutual funds, exchange-traded funds, and REITs.
How can investment management clients be classified according to the text?
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What term is often used by investment managers who specialize in advisory or discretionary management on behalf of private investors?
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Study Notes
Investment Management vs Asset Management
- Investment management involves making investment decisions on behalf of clients, while asset management refers to the broader process of managing investments, including administration and custody.
Institutional Investors
- Examples of institutional investors include pension funds, insurance companies, and sovereign wealth funds.
Collective Investment Schemes
- Examples of collective investment schemes include unit trusts, mutual funds, and exchange-traded funds (ETFs).
Classification of Investment Management Clients
- Clients can be classified into three categories: retail, institutional, and high-net-worth individuals.
Investment Managers
- Investment managers who specialize in advisory or discretionary management on behalf of private investors are often referred to as wealth managers.
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Description
Test your knowledge of investment management with this quiz! Explore various aspects of professional asset management, including securities, shareholdings, bonds, real estate, and investment goals. Ideal for individuals and institutions seeking to enhance their understanding of investment strategies and asset management.
