Investment advisory

Investment advisory

Investment advisory, in financial/investment organizations, is the unit linking the investment professionals in the central asset management unit (Investment Research, Portfolio Management) to the relationship managers and/or to important clients of the asset management organization. Investment Advisors explain the investment ideas of the experts to their internal or external clientele and propose adequate investment solutions. In turn, they identify needs and wishes of the clients or the Relationship Managers of their organization and transport them to the central (financial/investment) asset management unit.


Wikimedia Foundation. 2010.

Игры ⚽ Нужен реферат?

Look at other dictionaries:

  • Investment Advisory Representative - IAR — Personnel that work for investment advisory companies whose main responsibility is to provide investment related advice. According to regulations, IARs can only provide advice on topics on which they have passed the appropriate examinations. In… …   Investment dictionary

  • investment advisory service — A business that specializes in providing investment advice for a fee. All advisers of an advisory service must be registered with the Securities and Exchange Commission. Bloomberg Financial Dictionary …   Financial and business terms

  • Advisory capital — is an investment of experience, expertise, social capital, and public authority into a company in return for some form of equity in the company. The first known use of the term is in a blog post by Stowe Boyd on February 20, 2006.… …   Wikipedia

  • Investment Adviser Association — The Investment Adviser Association [ [http://www.investmentadviser.org IAA Home ] ] (IAA) is a not for profit association that exclusively represents the interests of federally registered investment advisory firms. Founded in 1937, the… …   Wikipedia

  • advisory — ▪ I. advisory ad‧vis‧o‧ry 1 [ədˈvaɪzəri] adjective existing to give advice or having the purpose of giving advice: • He is a member of Franklin s investment advisory board. • She resigned as president, but will continue in an advisory capacity.   …   Financial and business terms

  • Investment Advisor (magazine) — Infobox Magazine title = Investment Advisor image size = 110px image caption = editor = [http://www.investmentadvisor.com/author.php?topic=1 James J. Green] editor title = Editor in Chief staff writer = Robert F. Keane Melanie Waddell Liana… …   Wikipedia

  • advisory — advisorily, adv. /ad vuy zeuh ree/, adj., n., pl. advisories. adj. 1. of, giving, or containing advice: an advisory letter from a stockbroker. 2. having the power or duty to advise: an advisory council. n. 3. a report on existing or predicted… …   Universalium

  • Investment Counsel Association Of America - ICAA — A non profit organization whose members work in the investment advisory profession. The Investment Counsel Association of America represents the interests of its members to regulatory bodies, such as the Securities and Exchange Commission (SEC).… …   Investment dictionary

  • Investment banking — Investment banks profit from companies and governments by raising money through issuing and selling securities in the capital markets (both equity and bond), as well as providing advice on transactions such as mergers and acquisitions. To perform …   Wikipedia

  • Investment management — is the professional management of various securities (shares, bonds etc.) and assets (e.g., real estate), to meet specified investment goals for the benefit of the investors. Investors may be institutions (insurance companies, pension funds,… …   Wikipedia

Share the article and excerpts

Direct link
Do a right-click on the link above
and select “Copy Link”