Investment management
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Investment management has two definitions: one relating to advisory services where a financial advisor oversees a client's portfolio of investments, budgets, accounts, insurance and taxes. The other definition relates to corporate finance where a company provides investment management services by coordinating and overseeing a client's financial portfolio.
Investment management
- 2. Investment management has two general definitions, one relating to advisory services and the other relating to corporate finance. In the first instance, a financial advisor or financial services company provides investment management by coordinating and overseeing a client's financial portfolio . e.g., investments, budgets, accounts, insurance and taxes.