Investment Management Accounting, Finance, SPSS Essay (Essay Sample)

Investment Management
Table of Content
1. INTRODUCTION
1.1 WHAT IS INVESTMENT MANAGEMENT?
1.2 CASE STUDY BACKGROUND
2. CONTENT ANALYSIS
2.1 THE CONCEPT OF INVESTMENT MANAGEMENT STRATEGIES
2.1.1Active Investment Management Strategies
2.1.2Passive Investment Management Strategies
2.2 APPLICATION OF INVESTMENT MANAGEMENT STRATEGIES IN THE CASE STUDY
2.2.1Active Investment Strategies for Collateral Management and Securities Financing
2.2.2Passive Investment Strategies for Collateral Management and Securities Financing
2.3 PORTFOLIO MANAGEMENT THEORY
2.3.1Modern Portfolio Theory
2.4 APPLICATION OF THE PORTFOLIO MANAGEMENT THEORY IN THE CASE STUDY (A CRITICAL ANALYSIS)
2.4.1Maximizing Portfolio Returns with Collateral Management
2.4.2Maximizing Portfolio Returns with Security Lending
2.5 FUNCTIONS OF PORTFOLIO MASTERS OF THE BROADRIDGE CASE
2.5.1Trading and Order Management Functions
2.5.2Risk Management Functions
2.5.3Portfolio Management Functions
2.5.4Firm-Wide Management and Client Reporting Functions
2.6 RELATION OF THE PORTFOLIO MASTERS WITH THE CASE STUDY
2.7 IMPROVEMENT OF THE COLLATERAL MANAGEMENT SYSTEM BY BROADRIDGE SOLUTION
2.8 IMPROVEMENT OF SECURITIES FINANCING SOLUTION BY BROADRIDGE SOLUTION
3. TECHNICAL ANALYSIS CHARTS RELEVANT TO THE CASE STUDY
3.1 TECHNICAL ANALYSIS CHART 1
3.1.1Dow Theory Strategy
3.2 TECHNICAL ANALYSIS CHART 2
3.2.1Simple Filter Rules Strategy
3.3 TECHNICAL ANALYSIS CHART 3
3.3.1Momentum Strategies
3.4 TECHNICAL ANALYSIS CHART 4
3.4.1Market Overreaction Strategy
4. CONCLUSION
5. REFERENCE

Introduction
What is Investment Management?
Investment Management is the activity of investing money of other people (clients) or your own (self-investment). The process is carried out but investment managers which are also known as Money Managers or Asset Managers. The managers may be associated with an Investment Management firm or they can be self-employed. They invest clients’ money in equities, (common stocks), currencies, bonds, commodities and other fixed-income securities. The clients consist of various businesses, government or non-government organizations, other non-profit organizations and wealthy individuals. The investments managed by this industry include hedge funds, private equity, mutual funds, venture capital, and other third-party private investments.
Investment management firms or managers create and maintain an investment portfolio and capture the right investment opportunities for their clients. The investment managers/ firms provide three major services to their clients: 1. Understanding clients' investment goals and willingness to risk 2. Analyzing the potential investment opportunities 3. Creating investment strategies. (Frabozzi & Drake, 2009) There are four types of investment professionals in the industry 1. Big investment management firms 2. Boutique firms who cater to specific clients’ 3.Individual investment consultants 4. Huge investment banks. The major roles in an investment management industry are Investment Analyst, Investment Managers, Risk Managers, Traders, and Sales.