Investment Consultant

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Investment Consultant

A person or business that provides long-term investment advice to a client in exchange for a fee. Generally speaking, investment consultants interact directly with a client e.g. by managing assets and/or making specific recommendations in accordance with the client's long-term investment goals. Investment consultants are a type of investment adviser, and as such, if they manage more than a certain amount of money, they must register with the SEC. See also: Investment Advisers Act of 1940.
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Investment consultants advise many pension funds on investment strategies, asset allocation and fund manager selection.
BANKING AND CREDIT NEWS-June 6, 2016-Ellwood Associates acquires Watershed Investment Consultants
M2 EQUITYBITES-June 6, 2016-Ellwood Associates acquires Watershed Investment Consultants
NYSE: MSCI) said that NEPC, LLC, one of the world's largest independent investment consultants servicing more than 300 clients with over USD 700bn in total assets under advisement, has selected BarraOne and HedgePlatform for multi-asset class risk management, research and reporting.
Consulting firms that have one or more conflicts of interest oversee more than half of pension assets reported to be under the care of pension investment consultants, according to new research.
The addition will enhance the company's relationships with investment consultants and strengthen its role as a key provider of tools to the pension and consultant community, MSCI said previously.
Next, the committee should obtain information about the compensation of investment consultants for other plans of similar size -- which is readily available through benchmarking services.
Summary paragraph: From aiCIO Magazine's February Issue: Investment consultants on their level preparedness amid a changing regulatory environment.
com)-- The European edition of the Investment Consultants Forum will address issues that are most critical to the investment success of senior pension and endowment fund officers, and trustees.
They ascribed the surge to an influx of investment funds into these investment consultants from cash-heavy foreign investors, who were motivated to do so in light of signs of a rebounding Japanese economy.
The title has a circulation of 75,000 financial industry professionals, including planners, independent registered reps, investment advisors, insurance agents, bank investment consultants, CPAs, and trust and estate professionals.
The transformation of this industry and its promising outlook have also caught the attention of the investment community--merchant bankers, investment consultants, securities analysts, fund managers, and key ag bankers and lenders.
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