Investment Management Firms in Europe Basics

Familiarize yourself with investment management firms in Europe

By Ann Starr
As you explore investment management firms in Europe, begin with a basic understanding of the requirements and qualifications of the profession and seek out a recognized professional body that accredits specialists. In this way, you can ensure that anyone you work with will be ethical and will conduct themselves with high standards of professional conduct.

Also it would be advantageous to make sure any firm you work with adheres to recognized standards such as how to maintain data for calculating returns as well as principles for calculating returns, presenting the returns and advertising results from investment strategies. To get started consider:

1. Researching associations for Europe investment firms.

2. Becoming familiar with standards for investment management Europe.

3. Compiling a list of resources for information on asset management Europe.

 

Investigate associations for investment management firms in Europe and news about them

Look for resources that will provide information on standards and locate conferences where you can network to find out more about investment management firms in Europe.
Try: See the European Fund and Asset Management Association for a comprehensive overview of investment management firms in Europe basics, including a library. The association also sponsors the EFMA Investment Management Forum where you can exchange views of mutual interest. FILIFE.com has the latest news on European investment firms.

Research certifications and standards offered for Europe investment firms

If you want to find bonafide professional asset managers in Europe, they will need to be a Chartered Financial Analyst (CFA), which is an international certification offered by the CFA Institute. These analysts must complete a series of three exams, possess a bachelor's degree and have 48 hours of experience working in an investment decision-making position.
Try: CFA Institute administers the Chartered Financial Analyst (CFA) and Certificate in Investment Performance (CIPM), which are recognized by just about any European investment management firm. CFA Institute also spells out the standards for investment management in Europe. AnalystForum has lots of resources for those interested in learning more about what the test entails.

Look into sources for information, market analysis and ways to invest in asset management Europe

Reviewing the websites of some of the larger and more well known asset management firms in Europe will give you a better idea of what to expect should you decide to enlist their help. Pay special attention to client lists that are similar to your business.
Try: ING Investment Management has an archive with up-to-date articles on current trends which are of interest to investment managers in Europe. The Capital Group Companies is an investment management firm in Europe that provides a suite of funds for individual investors.



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