📝 One-liners · 65 cards
INVESTMENT MANAGEMENT
What is investment management in the context of wealth management?
Investment management refers to the professional management of various securities and assets to meet specified investment goals for the benefit of investors, encompassing portfolio construction, monitoring, and review.
What is the difference between active and passive investment management?
Active seeks to beat the market; passive tracks an index.
What is the primary objective of an investment portfolio?
The primary objective is to achieve the best possible risk-adjusted return by balancing capital appreciation, income generation, and capital preservation based on the investor's goals and risk tolerance.
What is a Systematic Transfer Plan (STP) in mutual funds?
Periodically transfers fixed amount from one fund to another.
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