We are independent & ad-supported. We may earn a commission for purchases made through our links.

Advertiser Disclosure

Our website is an independent, advertising-supported platform. We provide our content free of charge to our readers, and to keep it that way, we rely on revenue generated through advertisements and affiliate partnerships. This means that when you click on certain links on our site and make a purchase, we may earn a commission. Learn more.

How We Make Money

We sustain our operations through affiliate commissions and advertising. If you click on an affiliate link and make a purchase, we may receive a commission from the merchant at no additional cost to you. We also display advertisements on our website, which help generate revenue to support our work and keep our content free for readers. Our editorial team operates independently from our advertising and affiliate partnerships to ensure that our content remains unbiased and focused on providing you with the best information and recommendations based on thorough research and honest evaluations. To remain transparent, we’ve provided a list of our current affiliate partners here.

What are the Different Types of Fund Management Systems?

H. Bliss
By H. Bliss
Updated May 17, 2024
Our promise to you
WiseGEEK is dedicated to creating trustworthy, high-quality content that always prioritizes transparency, integrity, and inclusivity above all else. Our ensure that our content creation and review process includes rigorous fact-checking, evidence-based, and continual updates to ensure accuracy and reliability.

Our Promise to you

Founded in 2002, our company has been a trusted resource for readers seeking informative and engaging content. Our dedication to quality remains unwavering—and will never change. We follow a strict editorial policy, ensuring that our content is authored by highly qualified professionals and edited by subject matter experts. This guarantees that everything we publish is objective, accurate, and trustworthy.

Over the years, we've refined our approach to cover a wide range of topics, providing readers with reliable and practical advice to enhance their knowledge and skills. That's why millions of readers turn to us each year. Join us in celebrating the joy of learning, guided by standards you can trust.

Editorial Standards

At WiseGEEK, we are committed to creating content that you can trust. Our editorial process is designed to ensure that every piece of content we publish is accurate, reliable, and informative.

Our team of experienced writers and editors follows a strict set of guidelines to ensure the highest quality content. We conduct thorough research, fact-check all information, and rely on credible sources to back up our claims. Our content is reviewed by subject matter experts to ensure accuracy and clarity.

We believe in transparency and maintain editorial independence from our advertisers. Our team does not receive direct compensation from advertisers, allowing us to create unbiased content that prioritizes your interests.

Also called investment management systems, fund management systems are generally classified by the types of investments they manage or by the platform used to perform fund management tasks. Software fund management systems can be standalone or fund management models used on common computer software. Fund management systems can also be classified by the type of client paying for fund management services, and whether the client is an individual or an organization. Though a fund managing system usually refers to a system of managing investments, fund management can occasionally describe financial management for an organization than handles funds.

Choosing the right type of management system is important for managing different varieties of investments. Personal fund management systems help fund managers who handle investment management for individuals. Business fund management specialists usually handle investment portfolios for business clients like corporations. Typically, business fund managing systems help corporate fund managers increase the value of investment assets.

One low-cost fund management system is a fund management designed for use within a common spreadsheet program. Fund management systems for professional fund managers often have additional features that help a professional operate more efficiently. Accelerated functions include those that help manage multiple fund accounts and track multiple types of investments.

Other fund management systems can be classified by the type of investment that the system handles. Common types of funds include hedge funds and mutual funds. Mutual fund management and hedge fund management involve different processes that can be streamlined by specialized software dedicated to managing that type of fund. Management for hedge funds is a specialized practice normally dealing only with extremely wealthy clients.

These types of systems are tools used by fund managers to raise the value of managed investments. Each system has different features that allows the user to apply a variety of fund management techniques to his managed portfolios. Techniques used within different types of fund management systems include diversification, active trading, and risk and return.

Fund management is a type of asset management. A fund manager is a professional who uses financial education and experience to make well-informed decisions about investment funds. Fund management systems can also be used by amateur investors managing their own funds.

WiseGEEK is dedicated to providing accurate and trustworthy information. We carefully select reputable sources and employ a rigorous fact-checking process to maintain the highest standards. To learn more about our commitment to accuracy, read our editorial process.

Discussion Comments

WiseGEEK, in your inbox

Our latest articles, guides, and more, delivered daily.

WiseGEEK, in your inbox

Our latest articles, guides, and more, delivered daily.