Resources

Financial and Strategic Investment Advice

Strategic investment advice involves an investor committing a significant amount of capital to a business that they believe has a strong chance of creating sustainable, profitable growth. Strategic investors typically have a long-term view of the investment and don’t mind sacrificing some short-term returns for the potential to grow their investment significantly over time. This type of investment may also include helping a company to scale, providing the resources to expand its market share and bringing in new customers.Resource : theinvestorscentre.co.uk

A common strategic investment approach involves investing in companies that are positioned to benefit from future technological advances and changes in consumer behaviour. This is often known as an ‘organic’ or ‘sustainable’ investment and can involve acquiring shares of existing companies in order to achieve this. A key risk associated with Strategic investment is that the technology or business model might change and not perform as expected, leading to financial loss.

Strategic Investment Advice: Planning for Short-Term and Long-Term Gains

Financial investment advice involves an investor aiming to realise a monetary return on their investment through the appreciation or interest of a portfolio of assets such as stocks, bonds, property and cash. There are several forms of financial risk associated with this, including market, interest rate and earnings risk.

A standard approach to financial investment starts with a client’s goals and objectives, and then finds a diversified asset allocation that optimizes their return at an acceptable level of risk. This is a common process and the end result is typically an Investment Policy Statement that stipulates how much should be invested in each of the asset classes.