Asset Management Fundamentals

Indices play a fundamental role in the investing world, informing investment strategies, serving as benchmarks, and aiding in performance evaluation. Understanding the different types of indices, their attributes, and how they are constructed and maintained allows for a better understanding of how investors and advisers make use of indices.

Asset managers help investors meet their economic goals and objectives. They provide investing advice and guidance. Asset managers invest on behalf of their clients through individual accounts or funds.

Publicly traded companies hold shareholder meetings at which key issues are presented to a shareholder vote. Proxy voting enables the company’s shareholders to submit their votes on each matter without attending the meeting in person.

Investment advisers earn compensation by providing advice about investing in securities to others. In the United States, investment advisers are registered with the Securities and Exchange Commission (“SEC”) or an alternative federal or state regulator depending on size and business activities.