Investment management is the professional management of various assets, such as bonds, shares, and real estate, for the purpose of meeting specific investment objectives that will benefit investors. These investors can be individuals or companies, such as pension funds, charities, and corporations. Furthermore, investment management services’ provisions include asset selection, stock selection, financial statement analysis aspects, implementation planning, and continual investment monitoring.
The top 10 investment management firms of the world, according to the 2015 total assets under management (AUM) are as follows: BlackRock of the US, The Vanguard Group of the US, UBS of Switzerland, State Street Global Advisors of the US, Fidelity Investments of the US, Allianz of Germany, J.P. Morgan Asset Management of the US, BNY Mellon Investment Management of the US, PIMCO of the US, and the Crédit Agricole Group of France. They are the most successful due to them having the largest worth of assets under management.
About Matthew Autterson
Mark Auterson, CPA/PFS, CFP, is an experienced investment management professional who has over 20 years of experience in this sector and in accounting. He earned his bachelor’s degree from Buena Vista University in accounting and a minor in finance. Mark Auterson was a practicing CPA and worked as an adjunct professor at the North Iowa Area Community College in financial management. After those positions, he was a registered representative for Royal Alliance and American Express. And then, Mark Auterson served as vice president for a $750 million registered investment advisor located in Minneapolis, Minnesota.
After acquiring these vast experiences, Mark Auterson found the WIN Wealth Management in which he is the principal wealth advisor. He assists clients by aligning their investment strategy with their financial goals. He advises them about estate planning and tax issues. Mark Auterson also work fervently for clients with portfolio analysis service, 401(k) plan offering, and more.