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5 overview of the asset management industry and portfolio management (the…
5 overview of the asset management industry and portfolio management
the asset management industry
industry overview
active vs passive management
traditional vs alternative asset managers
ownership structure
asset management clients
individual / retail investors
institutional investors
pension plans
sovereign wealth funds
banks
insurance companies
endowments and foundations
major investment products
mutual funds
separately managed accounts
exchange-trade funds
hedge funds
private equity and venture capital funds
asset management industry trends
growth of passive investing
big data in the investment process
robo-adviser: an emerging wealth management channel
the portfolio management process
fundamentals of investment governance
governance structures
articulating investment objectives
allocation of rights and responsibilities
investment policy statement
asset allocation and rebalancing policy
reporting framework
the governance audit