Investment Management Services in the US - Procurement Research Report

Investment Management Services in the US - Procurement Research Report

  • March 2021 •
  • 27 pages •
  • Report ID: 5470096 •
  • Format: PDF
Abstract

Investment Management Services Procurement in the US
This report is intended to assist buyers, which are also referred to as investors, of investment management services. Operators make investment decisions on behalf of investors, such as individuals or institutions, to achieve specified investment benchmarks given an accepted level of risk. Investment managers may be responsible for all aspects of managing clients' portfolios, such as buying and selling securities, settlement of transactions, performance measurement, reporting and regulatory compliance. This report excludes corporate treasury services, accounting services, as well as real estate asset management and consulting services.
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