How do they match: Investment Fund Managers

  • Identify group or individual target investors for a specific fund.
  • Perform or evaluate research, such as detailed company or industry analyses, to inform financial forecasting, decision making, or valuation.
  • Present investment information, such as product risks, fees, or fund performance statistics.
  • Select specific investments or investment mixes for purchase by an investment fund.

  • Communicate organizational information to customers or other stakeholders.
  • Coordinate with external parties to exchange information.