Asset Management Task

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An Asset Management Task is a financial management task that monitors and maintains things of value to an entity or group.

    • It can (typically) involve Investment Management tasks, where assets like stocks, bonds, and other investments are managed to maximize returns.
    • It can (often) include the oversight of Public Infrastructure to ensure that physical assets such as roads, bridges, and utilities are properly maintained and upgraded.
    • ...
    • It can range from managing Intellectual Property assets, ensuring that patents and trademarks are protected, to handling Goodwill (Accounting) as part of company valuations.
    • ...
    • It can also involve the management of Pension Funds, where the assets of retirement plans are invested and managed to meet future liabilities.
    • It can extend to the management of other forms of assets, including physical assets like real estate and equipment, or intangible assets such as brand value.
    • ...
  • Example(s):
    • an Investment Management task that involves selecting a portfolio of stocks and bonds to achieve a client’s financial objectives.
    • a Public Infrastructure maintenance plan that schedules and oversees the repair and upgrading of city roadways and utilities.
    • an Intellectual Property management task that includes monitoring and renewing patents to ensure continued protection.
    • ...
  • Counter-Example(s):
    • Personal Finance tasks, which focus more on individual wealth management and budgeting rather than overseeing and maintaining assets for organizations.
    • Operational Management tasks, which are more concerned with the day-to-day operations of a business rather than the strategic management of assets.
  • See: Intellectual Property, Goodwill (Accounting), Investment Management, Pension Fund, Public Infrastructure.


References

2014

  • (Wikipedia, 2014) ⇒ http://en.wikipedia.org/wiki/asset_management Retrieved:2014-8-5.
    • Asset management, broadly defined, refers to any system that monitors and maintains things of value to an entity or group. It may apply to both tangible assets such as buildings and to intangible concepts such as intellectual property and goodwill. Asset management is a systematic process of deploying, operating, maintaining, upgrading, and disposing of assets cost-effectively.

      The term is most commonly used in the financial world to describe people and companies that manage investments on behalf of others. These include, for example, investment managers that manage the assets of a pension fund.

      Alternative views of asset management in the engineering environment are: the practice of managing assets to achieve the greatest return (particularly useful for productive assets such as plant and equipment), and the process of monitoring and maintaining facilities systems, with the objective of providing the best possible service to users (appropriate for public infrastructure assets).

2013

  • http://www.investopedia.com/terms/a/assetmanagement.asp
      1. The management of a client's investments by a financial services company, usually an investment bank. The company will invest on behalf of its clients and give them access to a wide range of traditional and alternative product offerings that would not be to the average investor.
      2. An account at a financial institution that includes checking services, credit cards, debit cards, margin loans, the automatic sweep of cash balances into a money market fund, as well as brokerage services.
    • Also known as an "asset management account" or a "central asset account".