A brief presentation about asset management and what it entails.

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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