fund manager
Money pool steward
A fund manager is a professional who makes investment decisions for a pool of money, typically a mutual fund, hedge fund, or pension fund.
They decide which stocks, bonds, or other assets to buy and sell on behalf of investors: The fund manager shifted heavily into tech stocks last quarter.
Also called a portfolio manager.
Ownership stakes in corporations
- bondsTies that unite
- securitiesTradeable financial assets
- mutual fundsCollectively managed securities portfolios
- index fundsSecurities mirroring market indices
exchange-traded funds · hedge funds · commodities · fixed income · money market · real estate · derivatives · shares
Profits from investments
- alphaFirst Greek letter
- betaGreek alphabet's second letter
- yieldProduce or relinquish
- capital gainsProfit from asset sales
dividends · NAV · benchmark · outperformance · underperformance · track record · volatility · drawdown
Distributing investments strategically
- diversificationExpanding into varied areas
- rebalancingRestoring proper proportions
- benchmarkingMeasuring against top performers
- hedgingNoncommittal maneuvering
Professional guiding monetary decisions
- fiduciaryAgent bound by loyalty
- analystOne who examines systematically
- strategistExpert in planning campaigns
- traderOne who transacts commercially
broker · custodian · compliance officer · trustee · steward · allocator · quant
One who allocates capital
- institutionalOf formal establishments
- retailSales to end users
- endowmentPermanent donated fund
- foundationUnderlying support structure
retirement accounts · 401k · IRA · beneficiary · stakeholder
equities
Ownership stakes in corporations
- bondsTies that unite
- securitiesTradeable financial assets
- mutual fundsCollectively managed securities portfolios
index funds · exchange-traded funds · hedge funds · commodities · fixed income · money market · real estate · derivatives · shares · stock picks
returns
Profits from investments
capital gains · dividends · NAV · benchmark · outperformance · underperformance · track record · volatility · drawdown
asset allocation
Distributing investments strategically
- diversificationExpanding into varied areas
- rebalancingRestoring proper proportions
- benchmarkingMeasuring against top performers
financial advisor
Professional guiding monetary decisions
- fiduciaryAgent bound by loyalty
- analystOne who examines systematically
- strategistExpert in planning campaigns
trader · broker · custodian · compliance officer · trustee · steward · allocator · quant
investor
One who allocates capital
- institutionalOf formal establishments
- retailSales to end users
- endowmentPermanent donated fund
foundation · retirement accounts · 401k · IRA · beneficiary · stakeholder
- financial rolesinvestor, borrower, lender, creditor, debtor
- investingstocks, stock, bonds, investing, investor
- Mutual Fundsmutual funds, equity funds, index funds, bond funds, balanced funds
- capitalistscapitalist, investor, financier, tycoon, mogul
- finance jobsaccountant, banker, broker, trader, auditor
- finance rolesaccountant, banker, broker, auditor, analyst
fund managerindex fund
Investment matching market benchmark
robo-advisor · retail investor · algorithm · passive investor · day trader
fund, manager, management, managed, managing, manageable, mismanage, manages, unmanageable