The document discusses asset management which is defined as the professional management of a client's assets to help them achieve financial goals. Asset management is a large global industry that handles trillions of dollars in transactions each year. Effective asset managers need skills in finance, analytics, critical thinking, decision making, and organization to develop and monitor strategies for allocating client funds and setting investment goals.

1. UNDERSTANDING
ASSET MANAGEMENT

2. Did You Know...
The asset management industry, also known as the
investment management industry, is one of the biggest
global industries?

3. Each year it handles transactions worth trillions of dollars!

4. What is Asset Management?

5. The management of a client’s assets by a professional
financial advisor or services company.

6. What is an Asset?

7. An item, thing or entity that has value to an organization.

8. Assets can be tangible, such as buildings and equipment

9. Assets can be intangible (nonphysical resources and
rights), such as intellectual property.

10. The investor may be an individual, a corporation, an
organization or university.

11. Why Asset Management Matters

12. With the objective to bring out the best results from assets,
asset management helps clients reach a financial goal
within a desired amount of time.

13. Skill Sets Asset Management Professionals
Need

14. • Broad knowledge of the finance industry
• Quantitative and analytics skills
• Critical thinking skills
• Effective decision making skills
• Prganizational skills

15. Features of Asset Management Services

16. • Setting Goals
• Allocation of Funds
• Strategy Creation
• Strategy Monitoring

17. AFAM Capital is a boutique asset management company and
registered investment advisor. AFAM Capital specializes in the
management of exchange-traded funds (ETFs) and equity
portfolios. To learn more contact us today.
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