Category:Investment management

Investment management involves building and managing a portfolio typically containing several asset classes such as equities, fixed income and cash. This is done to meet the investor's goals, which are defined as part of a financial planning process. The asset classes are combined into an asset allocation, which forms part of an investment policy statement.

The article portfolio design and construction serves as a general entry point for topics in the investment management category. Other important articles include diversification, investment strategy, investment styles, rebalancing, risk and return, simple index portfolios.

Commonly employed portfolio building blocks include exchange-traded funds (including asset allocation ETFs), and mutual funds (including index funds and balanced funds).

The main types of fixed income investments are bonds and guaranteed investment certificates. Bonds can be further divided into nominal bonds and real return bonds.

The most common equity asset classes in the portfolio of DIY investors in Canada are Canadian equities, US equities, and International equities. How much to allocate to domestic versus foreign asset classes is discussed in global diversification and home country bias.

Portfolios can be assembled within various types of accounts held at discount brokerages.

DIY investors should be aware of behavioural pitfalls.