What Is the Role and Function of Asset Management Firms? - PowerPoint PPT Presentation

About This Presentation
Title:

What Is the Role and Function of Asset Management Firms?

Description:

Every growing business needs to hire an asset management firm at some point in their business life. Asset management firms are those firms that help a business manage their assets, that means, taxes, liabilities. Returns, and also helps them decide what kind of asset to invest in and what kind of assets should they sell off. – PowerPoint PPT presentation

Number of Views:158
Slides: 8
Provided by: avendusgroup

less

Transcript and Presenter's Notes

Title: What Is the Role and Function of Asset Management Firms?


1
What Is the Role and Function of Asset Management
Firms?
www.avendus.com/india
2
Asset Management Company
Every growing business needs to hire an asset
management firm at some point in their business
life. Asset management firms are those firms that
help a business manage their assets, that means,
taxes, liabilities. Returns, and helps them
decide what kind of asset to invest in and what
kind of assets should they sell off. Asset
management involves giving a direction to the
investment portfolio of their client. They
indulge in both tangible and non-tangible assets
and manages assets on behalf of their clients.
The main aim is to help the client grow, while
being careful of the financial risks.
www.avendus.com/india
3
What They Do
The role of an asset manager assigned to a client
is typically to decide what kind of investments
to make. This involves using micro and macro
analytical tools to research about what may be
the best options for their clients. This involves
doing a deep study of the statistics,
interviewing company officials (if needed) and
anything else that maybe required in order to
appreciate the asset value of their client
overall. Assets that the managers usually advice
on investing into are real-estate, stocks and
shares, mutual funds, alternative investments,
and equity.
www.avendus.com/india
4
Types of Asset Management
There are majorly seven types of asset
managements, namely, financial asset management,
enterprise asset management, infrastructure asset
management, public asset management, IT asset
management, fixed assets management, and digital
asset management. With each of these types in
place, the picture becomes clearer for the asset
manager to figure the area in which of asset
should their client invest in so as to reap good
benefits at the end of the tenure.
www.avendus.com/india
5
Investing in ESG
By now it is understood that just investing the
money is not enough, but you also need to invest
it smartly. Asset management firms help their
clients do just that. High profile clients also
need to invest in something known as the ESG
funds. ESG funds are like a benchmark or a bar
according to which the credibility of a company
in judged. It tells us about how much the company
cares about doing their business ethically and
socially. It also helps potential investors to
decide whether they should invest in a company or
not.
www.avendus.com/india
6
Qualities Asset Managers Need to Have
The clients that these asset management firms
take up are usually the ones with high net worth
as these firms typically have some investment
minimums. A little less taxing than investment
banking, which works on a heavily volatile
market, asset managers do need to be on their
toes all the time to handle client concerns. They
also need to be well informed about the ongoing
market conditions and should be able to smell a
loss before it comes their way, so that, they can
take their clients asset out of the investment.
www.avendus.com/india
7
Thank You
www.avendus.com/india
Write a Comment
User Comments (0)
About PowerShow.com