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Investment Services
An investment firm will typically invest its client's money on stocks, bond, commodities, rare metals and real estate market. However, only few large investment firm provides investment services on all the market, most of the investment firm provides investment services on the stocks and bond market. Base on their expertise, some investment firm only provides their investment services in Australia commodities market, European bond market, America stock market or Asia stock market etc. A venture capital firm can also be considered as an investment firm that specialise in investing new start-ups.Clients
Who are the customer of the investment firm? An investment firm usually source their clients from pension fund, charitable foundation, trust fund, insurance company, sovereign investment arm or treasury department of a country, treasuries from society, associations, religious organisation and individual corporations that hold a large amount of cash. Collectively, these clients are refer to as institutional investors.Another main source of customer is retail investors. An investment firm will setup a mutual fund (or unit trust) according to the financial regulation of the target market. Individual investor could buy an investment in the fund.
The final source of customer is wealthy individuals or family. An investment firm will manage money for these clients if the investment amount is USD10 million or more. For lesser amount, usually they would advise the individual to invest in mutual fund.
Investment Philosophy and Style
There are many investment firms in the market, but not one of them are alike. An investment firm who specialise in US stock market may employ different investment style based on different investment philosophy compare to another firm who specialise in the same market.
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