ASSET MANAGEMENT PROFESSIONAL ENGLISH IN USE FOR FINANCE

 

PROFESSIONAL ENGLISH IN USE FOR FINANCE 36. ASSET MANAGEMENT

 

A Allocating and diversifying assets These are a student’s notes from a lecture about asset management. B Types of investor Investors have different goals or objectives. ·         Some want regular income from the investments – less concerned with size of their capital. ·         Some want to preserve (keep) their capital – avoiding risks. If the goal is capital preservation, the asset manager usually allocates more money to bonds the stock. C Active and passive investment Some asset managers (or their clients) choose an active strategy – buying and selling frequently, adapting the portfolio to changing market circumstances. Others use a passive strategy – buying and holding securities, leaving the position unchanged for a long time. EXERCISES 36.1 Find nouns in A and B opposite that can be used to make word combinations with the verbs below. Then use the word combinations to complete the sentences. 1 I don’t want to pay a bank to ___________ my ___________; I can do it myself. 2 I have lots of different types of securities, because I decided to ___________ my ___________. 36.2 Match the investment goals (1-3) with the statements (a-c). look at B opposite to help you. 1 capital preservation 2 growth 3 income 36.3 Match the two parts of the sentences. Look at A, B and C to help you. 1 The value of index-linked funds will change frequently 2 Private banks 3 Asset managers buy more bonds than shares

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