Difference between revisions of "Template:Investment management"

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{{Navbox
 
{{Navbox
| name  = Investment-management
+
| name  = Investment management
 +
| state = {{{state|{{{1|}}}}}}
 
| title = [[Investment management]]  
 
| title = [[Investment management]]  
 +
| listclass = hlist
  
| group1 = [[Collective investment scheme|Collective investment scheme structures]]
+
| group1 = [[Investment fund|Investment fund<br/>structures]]
| list1  = [[Common contractual fund]]{{·}} [[Fond commun de placement]]{{·}} [[Investment trust]]{{·}}  [[Unit trust]]{{·}} [[Mutual fund]]{{·}} [[Open-ended investment company]]{{·}} [[SICAV]]{{·}} [[Real estate investment trust]]{{·}} [[Unit investment trust]]{{·}} [[Exchange-traded fund]]{{·}} [[Offshore fund]]{{·}} [[Unitised insurance fund]]
+
| list1  =
 +
* [[Common contractual fund]] (CCF)
 +
* [[Exchange-traded fund]] (ETF)
 +
* [[Fonds commun de placement]] (FCP)
 +
* [[Fund of funds]]
 +
* [[Index fund]]
 +
* [[Investment trust]]
 +
* [[Hedge fund]]
 +
* [[Listed investment company]]
 +
* [[Qualifying investor alternative investment fund#L-QIAIF|Loan qualifying investor alternative investment fund]] (LQIAIF)
 +
* [[Mutual fund]]
 +
* [[Offshore fund]]
 +
* [[Open-ended fund company]]
 +
* [[Open-ended investment company]]
 +
* [[Pension fund]]
 +
* [[Private-equity fund]]
 +
* [[Qualifying investor alternative investment fund]] (QIAIF)
 +
* [[Real estate investment trust]] (REIT)
 +
* [[Royalty trust]]
 +
* [[SICAV]]
 +
* [[Umbrella fund]]
 +
* [[Unit investment trust]]
 +
* [[Unit trust]]
 +
* [[Unitised insurance fund]]
  
 
| group2 = Investment styles
 
| group2 = Investment styles
| list2  = [[Active management|Active]] or [[Passive management]]{{·}} [[Value investing|Value]] or [[Growth investing]]{{·}} [[Hedge fund]]{{·}} [[Socially responsible investing]]{{·}} [[Impact investing]]{{·}} [[Fund of funds]]{{·}} [[Manager of managers fund|Manager of managers]]{{·}} [[Index fund]]
+
| list2  =
 +
* [[Active management|Active]]{{\}}[[passive management]]
 +
* [[Hedge Funds]]
 +
* [[Impact investing]]
 +
* [[Manager of managers fund|Manager of managers]]
 +
* [[Social finance]]
 +
* [[Socially responsible investing]]
 +
* [[Value investing|Value]]{{\}}[[growth investing]]
  
| group3 = Theory and terminology
+
| group3 = Terminology
| list3 = [[Efficient-market hypothesis]]{{·}}  [[Net asset value]]{{·}} [[Open-end fund]]{{·}} [[Closed-end fund]]
+
| list3 =
 +
* [[Closed-end fund]]
 +
* [[Net asset value]]
 +
* [[Open-end fund]]
 +
* [[Performance fee]]
  
| group4 = Related topics
+
| group4 = Theory
| list4  = [[List of asset management firms]]{{·}} [[Umbrella fund]]{{·}} [[Undertakings for Collective Investment in Transferable Securities Directives|UCITS]]
+
| list4 =
 +
* [[Arbitrage pricing theory]]
 +
* [[Efficient-market hypothesis]]
 +
* [[Fixed income]] ([[Bond duration|Duration]], [[Bond convexity|Convexity]])
 +
* [[Martingale pricing]]
 +
* [[Modern portfolio theory]]
 +
* [[Yield curve]]
 +
 
 +
| group5 = Related topics
 +
| list5 =
 +
* [[Alternative investment]]
 +
* [[List of asset management firms|Asset management firms]]
 +
* [[Robo-advisor]]
 +
* [[Returns-based style analysis]]
 +
* [[Traditional investments]]
 +
* [[Undertakings for Collective Investment in Transferable Securities Directives|UCITS]]
 +
 
 +
| group6 =Companies
 +
| list6 =
 +
{{Navbox|subgroup
 +
| group1 = Americas
 +
| list1 =
 +
* [[BlackRock]] (U.S.)
 +
* [[The Bank of New York Mellon|BNY Mellon Investment Management]] (U.S.)
 +
* [[Charles Schwab Corporation]] (U.S.)
 +
* [[Dimensional Fund Advisors]] (U.S.)
 +
* [[Fidelity Investments]] (U.S.)
 +
* [[Invesco]] (U.S.)
 +
* [[JPMorgan Chase|J.P. Morgan Asset Management]] (U.S.)
 +
* [[Lazard]] (Bermuda)
 +
* [[PIMCO]] (U.S.)
 +
* [[State Street Global Advisors]] (U.S.)
 +
* [[T. Rowe Price]] (U.S.)
 +
* [[The Vanguard Group]] (U.S.)
 +
* [[Wellington Management Company]] (U.S.)
 +
 
 +
| group2 = EMEA
 +
| list2 =
 +
* [[Allianz Global Investors]] (Germany)
 +
* [[Amundi]] (France)
 +
* [[Axa Investment Managers]] (France)
 +
* [[Azimut Holding]] (Italy)
 +
* [[BNP Paribas Asset Management]] (France)
 +
* [[Brewin Dolphin]] (U.K.)
 +
* [[DWS Group]] (Germany)
 +
* [[Intermediate Capital Group]] (U.K.)
 +
* [[Janus Henderson]] (U.K.)
 +
* [[Jupiter Fund Management]] (U.K.)
 +
* [[Legal & General Investment Management]] (U.K.)
 +
* [[M&G]] (U.K.)
 +
* [[Man Group]] (U.K.)
 +
* [[Natixis Investment Managers]] (France)
 +
* [[Schroders]] (U.K.)
 +
 
 +
| group3 = Asian
 +
| list3 =
 +
* [[China Asset Management]] (China)
 +
* [[Harvest Fund Management]] (China)
 +
* [[Macquarie Group]] (Australian)
 +
* [[Mitsubishi UFJ Financial Group]] (Japan)
 +
* [[Mizuho Financial Group]] (Japan)
 +
}}
  
 
}}<noinclude>
 
}}<noinclude>
 +
{{Documentation
 +
| content =
 +
{{Collapsible option |statename=optional}}
  
[[Category:Finance templates|{{PAGENAME}}]]
+
[[Category:Finance templates]]
 +
}}<!--(end Documentation)-->
 
</noinclude>
 
</noinclude>

Latest revision as of 17:40, 10 January 2021

Template documentation

Initial visibility: currently defaults to autocollapse

To set this template's initial visibility, the |state= parameter may be used:

  • |state=collapsed: {{Investment management|state=collapsed}} to show the template collapsed, i.e., hidden apart from its title bar
  • |state=expanded: {{Investment management|state=expanded}} to show the template expanded, i.e., fully visible
  • |state=autocollapse: {{Investment management|state=autocollapse}}
    • shows the template collapsed to the title bar if there is a {{navbar}}, a {{sidebar}}, or some other table on the page with the collapsible attribute
    • shows the template in its expanded state if there are no other collapsible items on the page

If the |state= parameter in the template on this page is not set, the template's initial visibility is taken from the |default= parameter in the Collapsible option template. For the template on this page, that currently evaluates to autocollapse.