Investment Management

Investment management is asset management in a professional way of different kinds of securities (bonds, shares as well as other types of securities) and also of other assets such as real estate so as to be able to meet the goals of investment that have been specified in order to provide benefits to the investors.

Investment management refers to the handling of financial assets and other investments, not only buying and selling them. Investment management includes devising a short or long term strategy for acquiring and disposing of portfolio holdings. It can also include banking, budgeting, and tax services and duties, as well.

Professional investment management aims to meet particular investment goals for the benefit of clients whose money they have the responsibility of overseeing. These clients may be individual investors or institutional investors such as pension funds, retirement plans, governments, educational institutions, and insurance companies.

Investment has a close relation to the fields of business management, finance as well as economics, investing is redirecting the monetary resources as well as assets in an active way so that benefits are gained in future in the form of profits instead of consumption of the money as and when it is generated.

The basic concepts that you will be learning from the investment management courses will consist of the entire compound interest concept, the role as well as the significance of financial planning and the way the financial planner can provide us assistance in the achievement of our goals.

Besides this, you will learn about the various investment products that are available and the tradeoff between risks and returns for all the investments and the concept related to the allocation of assets for all the types of investors. Calculating the rate of return, understanding direct as well as indirect investment concepts, the concepts as well as processes that are involved in “Primary and Secondary Stock Market Investment Factors” that have an impact on the investments in the stock markets are the other concepts that will be covered.

You will also be learning the technical analysis concepts and futures as well as options which come under derivative investment, gaining practical knowledge of fundamental analysis and the various formulas used in it, investments in mutual funds, their advantages and disadvantages, the formula and concept for NAV and also the different kinds of mutual funds and the way in which the various options can be used for investment returns to be good.

Career Prospects

If you are considering a career in investment management, you have a variety of options.

For example, you could work as a financial manager, risk manager or investment banking sales agent.

You can find these jobs in banks, brokerage firms, credit unions and insurance companies.

Working in finance as an investment banker, you may oversee mergers and acquisitions or advise firms that want to issue stocks and bonds. As a risk manager, you're responsible for limiting financial losses due to inflation or spikes in commodity prices. Investment banking sales agents trade stocks and bonds for their companies.

Learning outcomes

• Learn about life cycle, the phases within the life cycle and the miscellaneous aspects of the life cycle.
• Understand the financial system, its elements and its importance.
• Gain an insight about the market instruments.
• Learn in-depth about investments, assets and its classes.
• Understand about investing, principles of investing and the importance of investing.