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Asset Management
Company
Presented by
Sanoob Sidiq
Rimsha Fathima
Functions of Asset Management
Company
 Financial Intermediation
 Management of Investor Accounts
 Funding various investments on behalf of Investors
 Designing various investments products and retirement plans
 Managing Hedge Funds
 Operating private equity funds for M&A and Buyouts
S
What makes it different
 They have a larger pool of resources than the individual investor
 Pooling assets together and paying out proportional returns allows investors to
avoid minimum investment requirements often required when purchasing
securities on their own, as well as the ability to invest in a larger set of
securities with a smaller investment.
How The funds are been allocated
 Mutual Funds
 Hedge Funds
 Pension Plans
Mutual Funds
 A mutual fund is an investment vehicle that is made up of a pool of funds
collected from many investors for the purpose of investing in securities such
as stocks, bonds, money market instruments and similar assets. Mutual funds
are operated by money managers, who invest the fund's capital and attempt
to produce capital gains and income for the fund's investors. A mutual fund's
portfolio is structured and maintained to match the investment
objectives stated in its prospectus.
Hedge Funds
 Hedge funds are alternative investments using pooled funds that may use a
number of different strategies in order to earn active return, oralpha, for
their investors. Hedge funds may be aggressively managed or make use
of derivatives and leverage in both domestic and international markets with
the goal of generating high returns (either in an absolute sense or over a
specified market benchmark). Because hedge funds may have
low correlations with a traditional portfolio of stocks and bonds, allocating an
exposure to hedge funds can be a good diversifier.
Pension Plans
 A pension plan is a type of retirement plan, usually tax exempt, wherein an
employer makes contributions toward a pool of funds set aside for an
employee's future benefit. The pool of funds is then invested on the
employee's behalf, allowing the employee to receive benefits upon
retirement.
Asset Management Company

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Asset Management Company

  • 2.
  • 3. Functions of Asset Management Company  Financial Intermediation  Management of Investor Accounts  Funding various investments on behalf of Investors  Designing various investments products and retirement plans  Managing Hedge Funds  Operating private equity funds for M&A and Buyouts
  • 4.
  • 5. S
  • 6.
  • 7. What makes it different  They have a larger pool of resources than the individual investor  Pooling assets together and paying out proportional returns allows investors to avoid minimum investment requirements often required when purchasing securities on their own, as well as the ability to invest in a larger set of securities with a smaller investment.
  • 8. How The funds are been allocated  Mutual Funds  Hedge Funds  Pension Plans
  • 9. Mutual Funds  A mutual fund is an investment vehicle that is made up of a pool of funds collected from many investors for the purpose of investing in securities such as stocks, bonds, money market instruments and similar assets. Mutual funds are operated by money managers, who invest the fund's capital and attempt to produce capital gains and income for the fund's investors. A mutual fund's portfolio is structured and maintained to match the investment objectives stated in its prospectus.
  • 10. Hedge Funds  Hedge funds are alternative investments using pooled funds that may use a number of different strategies in order to earn active return, oralpha, for their investors. Hedge funds may be aggressively managed or make use of derivatives and leverage in both domestic and international markets with the goal of generating high returns (either in an absolute sense or over a specified market benchmark). Because hedge funds may have low correlations with a traditional portfolio of stocks and bonds, allocating an exposure to hedge funds can be a good diversifier.
  • 11. Pension Plans  A pension plan is a type of retirement plan, usually tax exempt, wherein an employer makes contributions toward a pool of funds set aside for an employee's future benefit. The pool of funds is then invested on the employee's behalf, allowing the employee to receive benefits upon retirement.