An investors plan of distributing assets among various investments, taking...
An action plan for achieving an Investment Objective or goal through the allocation of funds among various asset classes and securities. Most strategies take into consideration factors such as Risk Tolerance and Time Horizon. March 2005 Back Words from A - C Next Words from L - R Disclaimer Privacy Policy
An investor's plan of distributing assets among various investments, taking into consideration such factors as individual goals, risk tolerance and horizon. see also aggressive, conservative, preservation of capital, balanced investment strategy, defensive investment strategy, bottom up, top down, formula investing, indexing, buy and hold, modern portfolio theory, Dogs of the Dow.
A document describing the Foundationâ€(tm)s Investment intentions for a portfolio.
a plan for selecting financial vehicles that can help you meet your goals
The strategy a person follows to correctly invest funds to target a certain return or risk profile.
Investment Strategy involves identifying, analysing and evaluating criteria to decide on how money should be invested (e.g. in energy efficiency investments) to achieve organisation specific objectives. These can potentially relate to minimising investment in power generation assets, optimising power generation system performance, achieving least cost energy management, lowering possible life cycle operating and maintenance costs and reducing environmental impacts.
A plan that examines potential returns and rates investments according to desirability
A plan to allocate assets among investments, including stocks, bonds, commodities, and real estate, to reach a financial goal. A strategy should be based on an investor's age, tolerance for risk, amount of capital available to invest, and future needs for capital.
The investment parameters used by the manager in structuring the portfolio and selecting the real estate assets for a fund or account. This includes a description of the types, locations and sizes of properties to be considered, the ownership positions that will be used, and the stages of the investment lifecycle.
A plan to allocate assets among a variety of investment choices based on an investor's needs, constraints, and market outlook.
How you decide to invest your money based on your short-term and long-term needs and objectives and your ability to tolerate risk.
An approach to investing, a methodology used to pick investments, or a choice of investments.... more on Investment strategy
ladder strategy long-term
An investment strategy is a set of guidelines, behaviors or procedures, designed to maximize the overall return for an individual's investment portfolio.
