Investment management deals with the organization of securities, including bonds and shares. Its aim is to help investors meet their investment goals. In this context, investors can be either private entities, including exchange-traded funds and mutual funds, or institutions, such as charities, pension funds, and insurance companies.
Investment managers usually focus on discretionary and advisory management based on their clients’ demands. Investment management solutions encompass elements of stock selection, financial statement analysis, plan implementation, and asset selection. In the U.S., an investment advisor, also referred to fund manager, is a firm that specializes in providing clients with these solutions.
Facets of Fund Management
The investment business comprises of facets, such as the hiring of experts such as Matthew Autterson, research, deal making, settlement, and marketing. It also entails internal auditing and reports preparation. Investment managers, such as Vanguard and BlacRock, have gained national and international acclaim for assisting investors to achieve their goals through these facets. These companies establish closer, honest, and open relationships with clients to help them in making better investment decisions.
Fund managers adopt different approaches when helping clients manage their assets. These include market neutral, growth, small capitalization, indexed, and growth at a reasonable price (GARP). Each of these styles has different adherents and features. They are also applied in distinctive financial environments due to their distinctive risk characteristics.
About Matthew Autterson
Matthew Autterson is an independent fund management expert who resides in Denver, Colorado. Autterson enrolled at Michigan State University in 1975 and later graduated in 1979. Autterson boasts two decades of experience in accounting, investment, and financial services.
He is the current principal wealth advisor at a wealth management institution known as WIN. His work involves helping customers identify suitable risk profiles for their investment portfolios. Besides his principal role at WIN, Matthew Autterson also serves as the firm’s chief compliance officer and chairperson of the company’s investment policy committee.