Asset managers play a crucial role in the financial sector, tasked with managing, investing, and overseeing funds for both individuals and corporations. Their responsibilities include allocating ...

With today’s technological advancements, financial advisors, insurance companies, broker-dealers, law firms and CPA firms never had it this good. Nowadays, turnkey asset management providers (TAMPs) ...

In the world of asset management, compliance is very important. It can range from simple policies set at your business to full-on laws enforced by government agencies, with penalties that range from a ...

Finding success in investing requires you to keep a close watch over your holdings. Sometimes that’s not always possible from a time perspective. Individual investors might not feel they have the ...

Learn more about the roles, services and client focuses of asset and wealth managers Written By Written by Staff Senior Editor, Buy Side Miranda Marquit is a staff senior personal finance editor for ...

On 20 February 2023, the United Kingdom’s Financial Conduct Authority (“FCA”) published a discussion paper (DP23/2) on updating and improving the UK regime for asset management (the “Discussion Paper” ...

Capital at risk. The value of your investments can go up and down, and you may get back less than you invest. There are different types of asset to consider when putting together an investment ...

Asset classes are groups of similar investments. The five main asset classes are cash and cash equivalents, fixed-income securities, stocks and equities, funds, and alt investments. Many or all of the ...

Asset management is an integral part of accounting basics that deals with the monitoring and maintenance of valuable items owned by an individual or an entity. Assets contribute significantly to the ...

One of my ambitions for 2023 is to expand my EU coverage, in particular in France and the PIGS regions. Some of the companies found here meet my investment criteria. Amundi S.A. is one of those ...