Investing

Industry Primer: Asset Management

Learning about the asset management industry can be intimidating, especially if you do not have a finance background. It is a complicated world with lots of jargon. This Primer will cover the fundamentals, including:

  • What are the investment products and services sold by asset management companies?
  • What are the different customer segments?
  • What other players are there in the asset management ecosystem?
  • How do asset management firms make money?
  • What does a typical organization look like in an asset management firm?

First time accessing Primerli? View the resource overview for log-in information and a full list of industry primers.

Learn More