资产管理与投资管理
知道资产管理和投资管理之间的差异可能会有所帮助,因为资产管理和投资管理是我们在讨论财务资源管理和投资。适当的管理资产and investments are an important factor when it comes to the growth of wealth. While they may sound different asset management and investment management are quite similar to one another with a few subtle differences. The following article offers a clear overview of each term and explains the similarities and differences between asset management and investment management.
什么是资产管理?
资产管理是资产管理,包括房地产,stocks,,,,债券等等。资产管理服务是由专业人士提供的金融服务,其中确定了各种资产的价值,财务健康,增长潜力和投资机会,以便成功地管理它们。资产管理公司的职能是与投资者建立财务目标,创建预测,分析数据,并提出资产管理和投资组合建设的策略。资产管理促进了最有利可图的资产的投资,并提供风险分析,并确定哪些资产提供最高的回报。资产管理服务非常昂贵,因此仅由拥有多元化资产投资组合的高净值个人,政府,公司等使用。物业资产管理是一种资产管理类型,其中金融公司管理办公空间,零售场所,工业场所等财产。财产资产管理包括租金收集,建筑物的维护,租赁管理等。资产责任管理涉及the management of risks that are created through the mismatch between the firm’s assets and负债。其中包括管理流动性风险,利率风险,货币风险等。
什么是投资管理?
投资管理与贸易有关of stocks and bonds and other types of investment vehicles in order to make a profit and grow investor’s wealth. Investment management can be done at various levels. It can either be done by the investor himself or by a professional financial firm. Investment management is carried out by private investors such as mutual funds and exchange traded funds or institutional investors such as corporations, insurance funds, pension funds, etc. Investment management included financial statement analysis, portfolio strategy management, asset analysis, investment monitoring, etc. Certain investors prefer to hand over complete control of their investment portfolio (including fund allocation decisions) to professional financial managers without the need for consulting with the investor when making major fund changes. Such services are known as discretionary investment management.
What is the difference between Asset Management and Investment Management?
银行在私人银行服务伞下提供资产管理和投资管理。从上面的解释可以看出,资产管理和投资管理之间几乎没有差异。同样,这些术语通常可以互换使用。资产管理和投资管理之间的主要区别在于,“资产管理”一词用于参考投资集体管理,因此,由较大的高净值投资者要求拥有大量资产组合,以显着高昂的成本要求。另一方面,投资管理可以由大型或小型投资者进行,可以由投资者本人进行,或者可以委派给专业金融服务公司。
概括:
资产管理与投资管理
•银行在私人银行服务伞下提供资产管理和投资管理。
• Asset management is the management of assets including real estate, stocks, bonds, etc.
•资产管理服务是由专业人士提供的金融服务,其中确定了各种资产的价值,财务健康,增长潜力和投资机会,以便成功管理它们。
• Investment management is more related to the trade of stocks and bonds and other types of investment vehicles in order to make a profit and grow investor’s wealth.
•投资管理包括财务报表分析,投资组合战略管理,资产分析,投资监控等。
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