Tuesday, January 14, 2020

A Primer on Investment Management

Financial Graphs
Photo by Lukas from Pexels

The founder of the Boston-based investment firm Granite Point Capital, Warren Lammert possesses more than 30 years of experience in the financial industry. Responsible for managing over $250 million in assets, Warren Lammert earned a BA in economics at Yale and an MS in economic history at the London School of Economics and Political Sciences. He continues to study economic theory and to expand his investment management experience.

While many people have heard the term “investment management,” not everyone knows exactly what it entails. More than just buying and selling assets, professional investment management requires deep financial knowledge and the ability to develop strategic short-term and long-term plans for portfolio holdings. In addition to developing and implementing portfolio strategies, investment managers must have experience in budgeting, tax services, banking, and more.

With a focus on the specific investment goals of clients, investment managers provide services such as retirement planning. Many investment managers also provide advisory services to help clients reach their financial goals.