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Investment strategies

The consultant has to suggest a suitable investment strategy based on the evaluation of the investor`s investment objective.

The financial community has developed a number of designations for possible investment strategies:

The strategies may be described from the perspective of the investment objective (“security”, “return”, “growth” or “chance”) or from the perspective of the tools used ( “bonds strategy”, “shares strategy” , “derivates strategy”). Also fantasy names are being used.

Always crucial are the contents of an investment strategy and not its creative designating. Thus the investment strategy - irrespective of promises made in advertisements - is to be carefully reviewed in terms of its contents, in order to reach the investment objectives while using as little risk as possible.

The decisive factors to determine the suitable investment strategy are the investor`s ability and willingness to take risks.