Investment manager


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Investment manager

The individual who manages a portfolio of investments. Also called a portfolio manager or a money manager.

Investment Manager

A person or, more often, a bank or business who controls an investment portfolio on behalf of a client. Investment managers make investment decisions on behalf of the client in accordance to the parameters set by the client. The goal is to make the most profit for the client as possible. Some investment managers have more autonomy than others, depending upon the client's needs and desires. Institutional investment managers normally hire a team to work on the different accounts it has under management. Unlike brokers, investment managers are not paid on commission, but rather by a percentage of the total amount of money under management. This gives the investment manager an incentive to work for the client's profit, as the more money the manager accumulates, the more he/she/it makes. An investment manager is also known as a money manager or portfolio manager. See also: Advisory account, Discretionary account, Markowitz Portfolio Theory.
References in periodicals archive ?
According to Mother Jones, Princeton paid investment managers $546 million in 2014.
Hudson at BCS Financial said their investment consultant advises on strategic asset allocation, assists with investment manager searches and does comprehensive modeling to ensure that the business and investment strategies and related risks are aligned."It's a partnership approach."
By comparison, a 3(38) investment manager who is properly appointed and duly monitored by a committee will be treated as an investment fiduciary relieving the employer from all aspects of the plan investment process.
Through more than 70,000 emails to or from Webber's personal attorney and accountant and the investment manager and insurance company, Webber gave "recommendations" for investments in the segregated account, and in only three instances could Webber identify a recommendation which the investment manager failed to follow.
* The investment manager did no independent research or due diligence about these "fledgling" companies, aside from boilerplate document requests; and
The report identifies the following companies as the top DC investment managers by aided consideration among plan sponsors
Over the next few years, she will be working with many of the company's investment managers and financial planners to obtain her Investment Advice Diploma with Brewin Dolphin's support.
SEI's Investment Manager Services division provides total operations outsourcing solutions to global investment managers focused on mutual funds, hedge and private equity funds, exchange traded funds, collective trusts, separately managed accounts and institutional and private client services.
Jeff Jacobson, CEO of LaSalle Investment Management, said: "We are delighted to receive these awards, which we see as recognition from our clients and the industry for performance we have delivered across our global range of funds, and which cement our position as a leading global real estate investment manager."
Other conclusions from the latest Investment Manager Outlook include:
Filling in a questionnaire, detailing the sorts of investments you might be interested in, helps your investment manager ask you the right kind of follow-up questions and offer the necessary advice to ensure they create a portfolio that will suit your particular requirements.
"It is critical that there be a clear line of communication between investor and investment manager," Alaniz said.

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