understanding asset management
TRANSCRIPT
UNDERSTANDING ASSET MANAGEMENT
Did You Know...
The asset management industry, also known as the investment management industry, is one of the biggest global industries?
Each year it handles transactions worth trillions of dollars!
What is Asset Management?
The management of a client’s assets by a professional financial advisor or services company.
What is an Asset?
An item, thing or entity that has value to an organization.
Assets can be tangible, such as buildings and equipment
Assets can be intangible (nonphysical resources and rights), such as intellectual property.
The investor may be an individual, a corporation, an organization or university.
Why Asset Management Matters
With the objective to bring out the best results from assets, asset management helps clients reach a financial goal within a desired amount of time.
Skill Sets Asset Management Professionals Need
• Broad knowledge of the finance industry
• Quantitative and analytics skills
• Critical thinking skills
• Effective decision making skills
• Prganizational skills
Features of Asset Management Services
• Setting Goals
• Allocation of Funds
• Strategy Creation
• Strategy Monitoring
AFAM Capital is a boutique asset management company and registered investment advisor. AFAM Capital specializes in the management of exchange-traded funds (ETFs) and equity portfolios. To learn more contact us today.
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