Designed by Primerli, this introductory module is tailored for professionals with no prior finance or industry background who want to grasp the essentials of the asset management sector in under an hour. The world of asset management can appear complex, filled with industry-specific jargon and intricate structures. This primer breaks it down into clear, digestible sections, answering key questions such as:

• What products and services do asset management companies offer?
• Who are their customers and stakeholders?
• How do these firms generate revenue?
• What does a typical organization structure look like?
• What trends are shaping the industry today?

Whether you're exploring career options or preparing for client interactions, this module gives you a solid foundation to understand the asset management ecosystem and its key players.

Table of Contents

• Introduction
• Products and Services
• Business Model
• Customers
• Ecosystem
• Major Trends
• Organization
• Wrap-up

Skills