Investment Banking vs. Investment Management

Investment Banking vs. Investment Management

If you remove all of the industry terminologies and boil these jobs down to their essential elements, investment bankers and investment managers (sometimes called asset managers or fund managers in the U.K.) are primarily responsible for channelling money from investors to companies that need capital. Some of the top experts in the investment world can be found in these positions.

Investment management is all about investment decisions and asset allocation. This means developing investment strategies and directing funds to property, equities, or debt securities on behalf of clients. Investment bankers, by contrast, are deal-makers. They work as high-level consultants and analysts for large companies to help with capital-raising strategies.

Investment Management

Investment managers help clients reach their investment goals by managing their money. Clients of investment managers can include individual investors and institutional investors such as educational institutions, insurance companies, pension funds, retirement plans, and governments. Investment managers can work with equities, bonds, and commodities, including precious metals like gold and silver.

Investment managers can have varied roles and responsibilities, depending on the firm, which can include:

  • Financial statement analysis?
  • Portfolio allocation, such as a proper mix of bonds and stocks
  • Equity research and buy and sell recommendations?
  • Financial planning and advising?
  • Estate and retirement planning, as well as asset distribution

Investment Banking

Investment bankers help with corporate finance needs, such as raising funds or capital. Companies and governments hire investment bankers to facilitate complicated financial transactions, including:

  • Debt issuance, such as a bond offering
  • New securities underwriting
  • Mergers and acquisitions
  • Initial public offerings (IPOs)

Investment banking can involve equity and security research and making buy, sell, and hold recommendations. Investment banking firms are also market makers, which provide liquidity or connect buyers and sellers to "make" the market.




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