asset management
Wealth oversight practice
Asset management is the professional oversight of investments and financial holdings on behalf of clients, whether individuals, institutions, or corporations.
Asset managers make decisions about buying, selling, and holding various securities to meet their clients' financial goals.
The term also applies outside finance to the systematic tracking and maintenance of physical assets like equipment, property, or infrastructure: The city hired a firm for asset management of its aging bridges and roads.
Collected works or assets
- securitiesTradeable financial assets
- equitiesOwnership stakes in corporations
- bondsTies that unite
- mutual fundsCollectively managed securities portfolios
ETFs · index funds · stocks · dividends · diversification · rebalancing · risk tolerance · benchmarking
Distribution of shares
- diversificationExpanding into varied areas
- optimizationMaximizing efficiency or performance
- risk assessmentEvaluating likelihood of harm
- forecastingEstimating future conditions
benchmarking · rebalancing · tactical · strategic planning · due diligence · market analysis · time horizon · objectives
Preparing asset distribution posthumously
- inheritanceProperty received from ancestors
- net worthAssets less debts
- trustConfidence in another
- endowmentPermanent donated fund
philanthropy · generational wealth · financial advisor · private banking · tax optimization · retirement planning · legacy · preservation
Asset value reduction over time
- amortizationGradual debt reduction schedule
- balance sheetAssets-liabilities-equity report
- ledgerFinancial record book
- capitalizationUsing big letters properly
goodwill · inventory · book value · impairment · useful life · salvage value · write-off · audit
Land and its structures
- infrastructureBasic physical systems
- facilitiesProvided spaces and equipment
- equipmentTools for a task
- fleetVehicles under unified command
inventory tracking · maintenance · lifecycle · land · buildings · machinery · procurement · disposal
portfolio
Collected works or assets
- securitiesTradeable financial assets
- equitiesOwnership stakes in corporations
- bondsTies that unite
mutual funds · ETFs · index funds · stocks · dividends · diversification · rebalancing · risk tolerance · benchmarking · performance
allocation
Distribution of shares
- diversificationExpanding into varied areas
- optimizationMaximizing efficiency or performance
- risk assessmentEvaluating likelihood of harm
forecasting · benchmarking · rebalancing · tactical · strategic planning · due diligence · market analysis · time horizon · objectives · policy
estate planning
Preparing asset distribution posthumously
- inheritanceProperty received from ancestors
- net worthAssets less debts
- trustConfidence in another
endowment · philanthropy · generational wealth · financial advisor · private banking · tax optimization · retirement planning · legacy · preservation · growth
depreciation
Asset value reduction over time
- amortizationGradual debt reduction schedule
- balance sheetAssets-liabilities-equity report
- ledgerFinancial record book
capitalization · goodwill · inventory · book value · impairment · useful life · salvage value · write-off · audit · compliance
real estate
Land and its structures
- infrastructureBasic physical systems
- facilitiesProvided spaces and equipment
- equipmentTools for a task
fleet · inventory tracking · maintenance · lifecycle · land · buildings · machinery · procurement · disposal
- financebank, CFO, banks, controller, finance
- ITIT support, computer, IT manager, IT services, IT director
- maintenancepreventive maintenance, maintenance schedule, scheduled maintenance, handyman, repair
- business activitiesmeetings, meeting, hiring, firing, training
- departmentsdepartment, HR department, finance department, legal department, marketing department
- investingstocks, stock, bonds, investing, investor
asset managementspeculation
Unproven theorizing or risky investment
day trading · financial mismanagement · gambling · currency speculation · disinvestment
asset managementasset stripping
Selling acquired company's valuables
divestment · liquidation · fire sale · wind-down · receivership
asset managementfinancial mismanagement
Improper handling of funds
reckless spending · squandering · profligacy · malfeasance · embezzlement
asset, assets, management, liquid assets, asset-backed, tangible assets, fixed assets