Investment strategy

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Investment strategy

A strategy, or plan of attack, an investor uses when deciding how to allocate capital among several options including stocks, bonds, cash equivalents, commodities, and real estate. The strategy should take into account the investor's tolerance for risk as well as future needs for capital.
Copyright © 2012, Campbell R. Harvey. All Rights Reserved.

Investment Philosophy

Basic standards and beliefs guiding one's investing practices. Factors influencing one's investment philosophy include risk tolerance, investment goals, and personal beliefs about what guides markets. Investment philosophies may vary widely from each other. For example, when investing in securities, one investor may use technical analysis, which utilizes statistical information exclusively, while another may use fundamental analysis, which uses both quantitative and qualitative information. It is also called an investment strategy. See also: Naive diversification, Markowitz Portfolio Theory.
Farlex Financial Dictionary. © 2012 Farlex, Inc. All Rights Reserved
References in periodicals archive ?
In commenting on Main Street's results, Dwayne Hyzak, Main Street's CEO, stated, "We are pleased with our operating results for the second quarter, a quarter during which the continued execution of our differentiated investment strategy and the leverage of our efficient, low cost operating structure facilitated favorable operating performance and financial results.
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First Abu Dhabi Bank (FAB), has appointed Alain Marckus as Managing Director and Head of Investment Strategy and Investment Management for its Personal Banking Group (PBG).
With over 25 years of experience in global buy-side and sell-side trading, he will be responsible for overseeing the overall investment framework for FAB clients, and defining the bank's recommended investment strategy and investment view.
Summary: Alain Marckus to be the Head of Investment Strategy and Investment Management
Badir Program for Technology Incubators and Accelerators, one of the leading initiatives of King Abdulaziz City for Science and Technology (KACST), has launched a new investment strategy seeking to invest in "high potential" technology start-ups with a focus on the program's incubated or graduated companies.
An investment strategy to track factor-based indexes could become a trend in the local equity market, according to analysts who attended a recent seminar held by Taiwan Index Plus Corp.
Clients that chose the Regional Investment Strategy saw 11.80pc returns under the Balanced plan and 7.83pc for the Prudent plan.
It is the bank's first quantitative investment strategy resulting from its collaboration with RavenPack.

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