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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References in periodicals archive ?
The Investments & Wealth Institute is a professional association, advanced education provider, and standards body for financial advisers, investment consultants and wealth managers who embrace excellence and ethics.
Jennifer L. Winslow / Harbor Investment Advisory LLC
Investment Metrics offers reporting solutions for institutional investment consultants, asset managers and private wealth advisors.
Resurgens Technology acquires InvestorForce Investment Metrics to merge with InvestorForce
31 July 2018 - Investment Metrics and InvestorForce, two US-based investment analytics and reporting solutions for the global institutional investment industry, are merging to further focus on the needs of investment consultants, wealth managers and investment managers, the companies said.
Investment Metrics, InvestorForce Merge to Form Analytics/Reporting Solutions Firm
Per Frederiksen, Ph.D., will focus on growing the firm's institutional business in the Nordic countries while Dan Greene, CFA, will help lead efforts to develop and enhance relationships with global and regional investment consultants. They join an expanding and dedicated global distribution team with deep real assets experience and established business relationships.
TIAA Global Asset Management
Some economists and investment consultants strongly believe that Macedonia is risking to enter into financial isolation with international creditors.
Crediting will slow down
Cerulli also finds that asset managers and investment consultants are moving quickly to address the demand for sustainable (aka "environmental, social and governance" or "impact") investments by U.S.
U.S. Institutional Assets Show Modest Boost: Cerulli
(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.
NEPC chooses MSCI for risk management, 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.
Most pension assets vulnerable to conflicts of interest
The World's 25 Most Influential Investment Consultants
The Knowledge Brokers
Pierre Guillemin, Managing Director of Swiss Life Asset Management, an asset management firm at the marcus evans Investment Consultants Summit 2012, discusses why quantitative based investment strategies should receive investment consultants' attention.
Strategies to Building a Robust Investment Portfolio
The question is whether investors were advised by approved investment consultants or if this was done by ordinary bank employees who did not have a licence, Kalogirou said.
Banks listed risks, watchdog rules
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