Investment Manager definition: Copy, customize, and use instantly
Introduction
The term "Investment Manager" refers to a professional or firm responsible for managing investments on behalf of clients or entities, typically through the selection, purchase, and sale of assets in accordance with the client's objectives and risk tolerance. This role is key to ensuring that investments align with both short-term and long-term financial goals.
Below are various examples of how "Investment Manager" can be defined in different contexts. Copy the one that fits your needs, customize it, and use it in your contract.
Definition of "Investment Manager" as a fiduciary
This definition ties "Investment Manager" to its role as a fiduciary, obligated to act in the best interest of its clients.
"Investment Manager" means a person or entity that has the responsibility to manage investments on behalf of clients, with a fiduciary duty to act in the best interest of the clients and maximize returns while minimizing risk, in accordance with agreed-upon investment guidelines.
Definition of "Investment Manager" as an asset manager
This definition connects "Investment Manager" to the broader role of asset management.
"Investment Manager" refers to a firm or individual responsible for the strategic oversight of a client's investment portfolio, including the selection and management of financial assets such as stocks, bonds, real estate, and other investments.
Definition of "Investment Manager" as a portfolio manager
This definition links "Investment Manager" to portfolio management activities.
"Investment Manager" means a person or firm tasked with managing and making investment decisions regarding a portfolio, ensuring diversification, risk management, and achieving the investment objectives set by the client.
Definition of "Investment Manager" as a discretionary manager
This definition ties "Investment Manager" to its discretion in making investment decisions.
"Investment Manager" refers to a professional or firm that has been granted discretion to make investment decisions on behalf of a client without requiring prior approval for each transaction, based on the client's investment objectives and guidelines.
Definition of "Investment Manager" as a consultant
This definition connects "Investment Manager" to an advisory role.
"Investment Manager" means a person or firm providing consulting services to clients regarding investment strategy, asset allocation, and risk management, but without direct control over the client's investment decisions.
Definition of "Investment Manager" as a fund manager
This definition links "Investment Manager" to managing collective investment vehicles.
"Investment Manager" refers to a person or entity responsible for managing an investment fund, including decisions related to the purchase, sale, and management of the fund’s assets, in line with the fund's objectives and policies.
Definition of "Investment Manager" as a registered entity
This definition connects "Investment Manager" to its regulatory registration.
"Investment Manager" means a person or entity that is registered or licensed by a relevant regulatory authority, such as the SEC or local financial regulators, to manage investments on behalf of clients.
Definition of "Investment Manager" as a trustee
This definition ties "Investment Manager" to its role in trust management.
"Investment Manager" refers to a person or firm appointed as the trustee of an investment trust, responsible for managing trust assets and making decisions in the best interest of the trust beneficiaries.
Definition of "Investment Manager" as a risk manager
This definition links "Investment Manager" to its role in risk management.
"Investment Manager" means a person or entity responsible for identifying, analyzing, and mitigating risks in a client's investment portfolio, ensuring alignment with the client's risk tolerance and objectives.
Definition of "Investment Manager" as an institutional manager
This definition ties "Investment Manager" to its role with institutional clients.
"Investment Manager" refers to a firm or individual responsible for managing investments on behalf of institutional clients, such as pension funds, endowments, or insurance companies, ensuring that investment strategies align with the institution's goals.
Definition of "Investment Manager" as an alternative investment manager
This definition connects "Investment Manager" to managing alternative investments.
"Investment Manager" means a professional or firm that specializes in managing alternative investments, such as private equity, hedge funds, or real estate, with a focus on maximizing returns through non-traditional asset classes.
Definition of "Investment Manager" as a compliance officer
This definition links "Investment Manager" to its responsibility in ensuring regulatory compliance.
"Investment Manager" refers to a person or firm responsible for overseeing and ensuring compliance with investment-related laws, regulations, and internal policies when managing client assets.
Definition of "Investment Manager" as a discretionary investment advisor
This definition ties "Investment Manager" to a discretionary investment advisory role.
"Investment Manager" means a person or firm that provides investment advisory services with discretionary authority to make investment decisions on behalf of clients, based on predefined guidelines or objectives.
Definition of "Investment Manager" as a financial analyst
This definition connects "Investment Manager" to its role in financial analysis.
"Investment Manager" refers to a professional responsible for analyzing financial markets, economic trends, and securities to make informed investment decisions for clients' portfolios.
Definition of "Investment Manager" as a wealth manager
This definition links "Investment Manager" to a holistic wealth management approach.
"Investment Manager" means a person or firm that provides comprehensive wealth management services, including investment management, financial planning, and tax strategy, to high-net-worth individuals and families.
Definition of "Investment Manager" as a manager of a separate account
This definition ties "Investment Manager" to managing a separate client account.
"Investment Manager" refers to a firm or individual responsible for managing a separate account, where the client’s assets are held separately and managed according to the client’s specific investment goals and risk profile.
Definition of "Investment Manager" as a sustainable investment manager
This definition connects "Investment Manager" to managing sustainable or ESG investments.
"Investment Manager" means a firm or individual specializing in sustainable investing, focusing on environmental, social, and governance (ESG) factors when selecting investments for clients.
Definition of "Investment Manager" as a family office manager
This definition links "Investment Manager" to managing family office investments.
"Investment Manager" refers to a person or firm managing the investments of a family office, ensuring that the family’s wealth is preserved and grows in accordance with its financial goals and values.
Definition of "Investment Manager" as a private client advisor
This definition ties "Investment Manager" to advising high-net-worth clients.
"Investment Manager" means a professional who provides personalized investment advice to high-net-worth individuals, with a focus on tailoring investment strategies to meet the client’s unique financial needs.
Definition of "Investment Manager" as a discretionary portfolio manager
This definition ties "Investment Manager" to discretionary portfolio management.
"Investment Manager" refers to a professional or firm that has been given the discretion to manage an investment portfolio, making decisions about asset allocation and security selection without requiring client approval for each transaction.
Definition of "Investment Manager" as a tactical asset allocator
This definition connects "Investment Manager" to the strategic allocation of assets.
"Investment Manager" means a person or firm responsible for making tactical asset allocation decisions in response to market conditions and opportunities, adjusting portfolios to enhance performance and minimize risk.
Definition of "Investment Manager" as a multi-strategy fund manager
This definition ties "Investment Manager" to the management of multi-strategy funds.
"Investment Manager" refers to a person or firm managing a multi-strategy investment fund, which uses various investment approaches, such as long/short equity, arbitrage, and macro strategies, to achieve returns.
Definition of "Investment Manager" as a fund-of-funds manager
This definition connects "Investment Manager" to managing fund-of-funds investments.
"Investment Manager" means a firm or individual responsible for managing a fund-of-funds, which invests in a variety of other investment funds to achieve diversification and broad exposure to different asset classes.
Definition of "Investment Manager" as a portfolio diversification expert
This definition links "Investment Manager" to expertise in diversification.
"Investment Manager" refers to a professional or firm that focuses on creating a well-diversified portfolio to reduce risk and improve the stability of returns by allocating investments across a range of asset classes and sectors.
Definition of "Investment Manager" as an impact investor
This definition ties "Investment Manager" to impact investing.
"Investment Manager" means a person or firm that manages investments with the goal of generating both financial returns and measurable social or environmental impact, aligning investments with positive change.
Definition of "Investment Manager" as a market-neutral strategy manager
This definition connects "Investment Manager" to managing market-neutral strategies.
"Investment Manager" refers to a professional or firm that employs market-neutral strategies, aiming to generate returns without being exposed to the risk of broad market movements.
Definition of "Investment Manager" as a venture capital manager
This definition links "Investment Manager" to managing venture capital funds.
"Investment Manager" means a person or firm responsible for managing a venture capital fund, investing in early-stage companies with high growth potential in exchange for equity.
Definition of "Investment Manager" as an institutional portfolio manager
This definition ties "Investment Manager" to managing institutional portfolios.
"Investment Manager" refers to a professional or firm managing large-scale investment portfolios for institutional clients, such as pension funds, endowments, and insurance companies, aligning with the institution's financial objectives.
Definition of "Investment Manager" as a passive investment manager
This definition connects "Investment Manager" to passive investment strategies.
"Investment Manager" means a person or firm that employs passive investment strategies, such as index fund management, seeking to replicate the performance of a specific market index rather than outperform it.
Definition of "Investment Manager" as a financial products manager
This definition links "Investment Manager" to managing a variety of financial products.
"Investment Manager" refers to a person or firm responsible for managing a range of financial products, such as mutual funds, exchange-traded funds (ETFs), and structured investment products, to meet clients’ investment goals.
Definition of "Investment Manager" as a global asset manager
This definition ties "Investment Manager" to global asset management.
"Investment Manager" means a person or firm that manages assets across multiple global markets, leveraging international investment opportunities to diversify client portfolios and optimize returns.
Definition of "Investment Manager" as a debt-focused investment manager
This definition connects "Investment Manager" to managing debt investments.
"Investment Manager" refers to a professional or firm specializing in managing investments in debt instruments, such as bonds, loans, and credit derivatives, to optimize risk-adjusted returns for clients.
Definition of "Investment Manager" as a risk-adjusted return optimizer
This definition links "Investment Manager" to optimizing risk-adjusted returns.
"Investment Manager" means a professional or firm responsible for constructing and managing portfolios that seek to maximize returns while minimizing risk, using a range of strategies to improve the risk-adjusted performance of the investments.
Definition of "Investment Manager" as a private equity fund manager
This definition ties "Investment Manager" to managing private equity investments.
"Investment Manager" refers to a person or firm responsible for managing a private equity fund, investing in private companies or startups with the aim of generating returns through business growth, restructuring, or eventual sale.
Definition of "Investment Manager" as a macroeconomic strategy manager
This definition connects "Investment Manager" to macroeconomic strategies.
"Investment Manager" means a person or firm that employs macroeconomic strategies, investing in assets based on global economic trends and predictions, such as interest rate movements, inflation, and geopolitical risks.
Definition of "Investment Manager" as a quantitative investment manager
This definition links "Investment Manager" to quantitative investment strategies.
"Investment Manager" refers to a professional or firm that employs quantitative models and algorithms to identify investment opportunities and manage risk, using data-driven methods to guide investment decisions.
Definition of "Investment Manager" as a tax-efficient investment manager
This definition ties "Investment Manager" to managing investments with a focus on tax efficiency.
"Investment Manager" means a person or firm that seeks to minimize the tax liabilities of their clients by structuring investments in a tax-efficient manner, utilizing strategies such as tax-loss harvesting and tax-advantaged investment vehicles.
Definition of "Investment Manager" as an ethical investor
This definition connects "Investment Manager" to ethical investment practices.
"Investment Manager" refers to a professional or firm that focuses on ethical investing, ensuring that investments align with clients’ moral values, such as avoiding industries related to tobacco, firearms, or fossil fuels.
Definition of "Investment Manager" as a sustainable investment advisor
This definition links "Investment Manager" to advising on sustainable investments.
"Investment Manager" means a person or firm advising clients on investments that meet sustainability criteria, including environmental, social, and governance (ESG) factors, while also aiming to achieve competitive financial returns.
Definition of "Investment Manager" as a client-focused advisor
This definition ties "Investment Manager" to a focus on client needs.
"Investment Manager" refers to a professional or firm that manages investment portfolios on behalf of clients, tailoring strategies to meet specific financial goals and risk tolerance, while providing ongoing advisory services.
Definition of "Investment Manager" as a securities trader
This definition connects "Investment Manager" to securities trading.
"Investment Manager" means a person or firm responsible for executing trades in securities, including stocks, bonds, and other financial instruments, to manage portfolio risk and achieve performance targets.
Definition of "Investment Manager" as an alternative investment manager
This definition links "Investment Manager" to managing alternative investments.
"Investment Manager" refers to a professional or firm specializing in alternative investments, such as real estate, private equity, hedge funds, or commodities, to offer diversification beyond traditional stock and bond assets.
Definition of "Investment Manager" as a fiduciary
This definition ties "Investment Manager" to fiduciary responsibility.
"Investment Manager" means a person or firm that is legally obligated to act in the best interests of their clients, managing assets with the utmost care, loyalty, and responsibility.
Definition of "Investment Manager" as a wealth management professional
This definition connects "Investment Manager" to wealth management services.
"Investment Manager" refers to a professional or firm offering comprehensive wealth management services, including investment strategy, tax planning, retirement planning, and estate planning for high-net-worth individuals and families.
Definition of "Investment Manager" as an exchange-traded fund (ETF) manager
This definition links "Investment Manager" to ETF management.
"Investment Manager" means a person or firm that manages exchange-traded funds (ETFs), offering clients a way to invest in diversified portfolios of stocks, bonds, or commodities through a single security.
Definition of "Investment Manager" as a financial risk manager
This definition ties "Investment Manager" to managing financial risk.
"Investment Manager" refers to a professional or firm responsible for assessing and managing financial risk in client portfolios, using tools such as derivatives, hedging strategies, and diversification to reduce exposure to market fluctuations.
Definition of "Investment Manager" as a social impact fund manager
This definition connects "Investment Manager" to managing social impact funds.
"Investment Manager" refers to a professional or firm responsible for managing social impact funds that seek to generate positive social or environmental outcomes alongside financial returns, investing in sectors like renewable energy, education, and healthcare.
Definition of "Investment Manager" as a credit-focused investment manager
This definition links "Investment Manager" to managing credit investments.
"Investment Manager" means a person or firm that specializes in managing credit-based investments, such as corporate bonds, credit derivatives, and loan portfolios, seeking to optimize returns while managing credit risk.
Definition of "Investment Manager" as a real estate fund manager
This definition ties "Investment Manager" to managing real estate investments.
"Investment Manager" refers to a professional or firm responsible for managing a real estate fund, investing in residential, commercial, or industrial properties, aiming to generate income and capital appreciation for investors.
Definition of "Investment Manager" as a quantitative analysis-driven manager
This definition connects "Investment Manager" to data-driven investment management.
"Investment Manager" means a person or firm that employs quantitative analysis, using mathematical models and algorithms to guide investment decisions and optimize portfolio performance based on historical data and trends.
Definition of "Investment Manager" as a fund performance analyst
This definition links "Investment Manager" to performance analysis.
"Investment Manager" refers to a professional or firm responsible for analyzing and monitoring the performance of investment funds, ensuring that they meet financial goals and adjusting strategies as needed.
Definition of "Investment Manager" as a hedge fund manager
This definition ties "Investment Manager" to hedge fund management.
"Investment Manager" means a person or firm that manages a hedge fund, using a wide range of strategies to generate high returns for investors, including short-selling, leverage, and derivatives.
Definition of "Investment Manager" as a private debt manager
This definition connects "Investment Manager" to managing private debt investments.
"Investment Manager" refers to a person or firm responsible for managing investments in private debt, including loans and high-yield debt securities, focusing on generating returns through income and principal repayment.
Definition of "Investment Manager" as a portfolio construction expert
This definition links "Investment Manager" to portfolio construction expertise.
"Investment Manager" means a person or firm specializing in constructing investment portfolios, selecting the appropriate mix of assets to meet clients' objectives while managing risk and maximizing returns.
Definition of "Investment Manager" as a global equities manager
This definition ties "Investment Manager" to managing global equities.
"Investment Manager" refers to a professional or firm that specializes in managing global equity portfolios, investing in stocks across multiple international markets to achieve diversified exposure and returns.
Definition of "Investment Manager" as a financial planner
This definition connects "Investment Manager" to financial planning.
"Investment Manager" means a person or firm that integrates investment management with comprehensive financial planning, providing clients with guidance on how to manage assets for long-term financial success and security.
Definition of "Investment Manager" as a fixed-income portfolio manager
This definition links "Investment Manager" to managing fixed-income portfolios.
"Investment Manager" refers to a professional or firm specializing in managing fixed-income portfolios, focusing on investments such as bonds and other debt instruments to provide steady income and risk mitigation for clients.
Definition of "Investment Manager" as an alternative asset strategist
This definition ties "Investment Manager" to alternative asset strategies.
"Investment Manager" means a person or firm that employs strategies focused on alternative assets, such as hedge funds, real estate, commodities, or private equity, to offer diversification and potentially higher returns.
Definition of "Investment Manager" as an ethical investing advisor
This definition connects "Investment Manager" to ethical investing advice.
"Investment Manager" refers to a professional or firm that advises clients on making investments in companies and projects that align with ethical, social, or environmental criteria, avoiding sectors like tobacco, firearms, or fossil fuels.
Definition of "Investment Manager" as a mutual fund manager
This definition ties "Investment Manager" to managing mutual funds.
"Investment Manager" refers to a person or firm responsible for overseeing the operation and strategy of a mutual fund, pooling investor money to buy securities like stocks and bonds, aiming for diversified returns.
Definition of "Investment Manager" as an asset allocation strategist
This definition connects "Investment Manager" to asset allocation strategies.
"Investment Manager" means a person or firm that creates and manages a balanced portfolio by determining the right allocation of assets like stocks, bonds, and cash to achieve specific investment objectives.
Definition of "Investment Manager" as a private equity fund manager
This definition links "Investment Manager" to managing private equity funds.
"Investment Manager" refers to a professional or firm managing a private equity fund, focusing on investing in private companies, typically through venture capital or buyouts, with the goal of long-term capital appreciation.
Definition of "Investment Manager" as a tactical asset allocator
This definition ties "Investment Manager" to tactical asset allocation.
"Investment Manager" means a person or firm that adjusts a portfolio’s asset allocation based on short-term market forecasts or economic conditions to capitalize on market opportunities or mitigate risk.
Definition of "Investment Manager" as a socially responsible investing (SRI) advisor
This definition connects "Investment Manager" to socially responsible investing.
"Investment Manager" refers to a professional or firm that integrates ethical considerations into investment decision-making, prioritizing investments in companies that meet specific social or environmental standards.
Definition of "Investment Manager" as a risk-adjusted return optimizer
This definition links "Investment Manager" to optimizing risk-adjusted returns.
"Investment Manager" means a person or firm focused on adjusting portfolio holdings to achieve the highest possible return relative to the level of risk assumed, using techniques like diversification and hedging.
Definition of "Investment Manager" as a tax-efficient investment advisor
This definition ties "Investment Manager" to tax efficiency.
"Investment Manager" refers to a professional or firm that specializes in structuring investment portfolios to minimize tax liabilities, employing strategies like tax loss harvesting and investing in tax-efficient vehicles.
Definition of "Investment Manager" as a global investment strategist
This definition connects "Investment Manager" to global investment strategy.
"Investment Manager" means a person or firm that designs and implements investment strategies across global markets, considering international trends, currencies, and geopolitical factors to achieve superior returns.
Definition of "Investment Manager" as a fixed-income strategist
This definition links "Investment Manager" to fixed-income strategy.
"Investment Manager" refers to a professional or firm specializing in the management of fixed-income assets, such as bonds and debt securities, aiming to provide steady income and reduce portfolio volatility.
Definition of "Investment Manager" as a currency and foreign exchange (FX) strategist
This definition ties "Investment Manager" to currency and FX strategy.
"Investment Manager" refers to a person or firm that manages investments in foreign currencies or FX markets, using various strategies to hedge or speculate on currency movements to maximize returns.
Definition of "Investment Manager" as a commodities trader
This definition connects "Investment Manager" to commodities trading.
"Investment Manager" refers to a person or firm that invests in commodities like oil, gold, and agricultural products, using futures contracts, ETFs, and other instruments to gain exposure to price movements.
Definition of "Investment Manager" as a financial markets analyst
This definition links "Investment Manager" to financial market analysis.
"Investment Manager" means a professional or firm that conducts detailed analysis of financial markets, including equities, bonds, and commodities, to inform investment decisions and strategy development.
Definition of "Investment Manager" as a multi-asset class manager
This definition ties "Investment Manager" to multi-asset class strategies.
"Investment Manager" refers to a person or firm responsible for managing investments across multiple asset classes, including equities, bonds, real estate, and alternative assets, aiming to achieve a diversified and balanced portfolio.
Definition of "Investment Manager" as a financial product distributor
This definition connects "Investment Manager" to distributing financial products.
"Investment Manager" means a professional or firm that distributes financial products, including mutual funds, ETFs, and structured products, to clients seeking investment opportunities.
Definition of "Investment Manager" as an institutional investor advisor
This definition links "Investment Manager" to advising institutional investors.
"Investment Manager" refers to a person or firm that provides investment management services to large institutional investors, such as pension funds, endowments, and insurance companies.
Definition of "Investment Manager" as a hedge fund strategist
This definition ties "Investment Manager" to hedge fund strategies.
"Investment Manager" means a person or firm responsible for managing hedge fund investments, employing diverse strategies such as long/short equity, arbitrage, or global macro to generate returns.
This article contains general legal information and does not contain legal advice. Cobrief is not a law firm or a substitute for an attorney or law firm. The law is complex and changes often. For legal advice, please ask a lawyer.