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capital investment strategy

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  • Investment Strategy — An investor s plan of attack to guide their investment decisions based on individual goals, risk tolerance and future needs for capital. The components of most investment strategies include asset allocation, buy and sell guidelines, and risk… …   Investment dictionary

  • Capital Growth Strategy — An asset allocation strategy that seeks to maximize capital appreciation, or the increase in value of a portfolio or asset over the long term. Portfolios with the goal of capital growth consist mainly of equities. The exact proportion of equities …   Investment dictionary

  • Balanced Investment Strategy — A portfolio allocation and management method aimed at balancing risk and return. Such portfolios are generally divided equally between equities and fixed income securities. Although the balanced investment strategy aims to balance risk and return …   Investment dictionary

  • Aggressive Investment Strategy — A method of portfolio management and asset allocation that attempts to achieve maximum return. An aggressive investment strategy attempts to grow an investment at an above average rate compared to its industry or the overall market, but usually… …   Investment dictionary

  • 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 ( commodity), and real estate. The strategy should take into account the investor s …   Financial and business terms

  • Liability-driven investment strategy — The liability driven investment strategy (LDI) is an investment strategy of a company based on its risk tolerance, the company s ethics and the target return. The target return is usually linked to an index or combination of indices of the sector …   Wikipedia

  • Offshore Portfolio Investment Strategy - OPIS — A tax shelter product designed to create large, seemingly real losses to be used for tax sheltering. This tax shelter involves creating a shell company, which enters into a long chain of sophisticated and complex financial investments. These… …   Investment dictionary

  • investment — money used to purchase any capital items for the business and expected to yield an income. Glossary of Business Terms The creation of more money through the use of capital. Bloomberg Financial Dictionary This has a special regulatory meaning… …   Financial and business terms

  • investment — noun ADJECTIVE ▪ excellent, good, productive, profitable, sound, successful, wise, worthwhile ▪ bad, poor …   Collocations dictionary

  • investment manager — The individual who manages a portfolio of investments. Also called a portfolio manager or a money manager. Bloomberg Financial Dictionary An SFA firm which provides continuing advice to a customer or has discretion over the composition of his… …   Financial and business terms

  • capital adequacy — The measure of the sufficiency of a firm s funds to meet its business and regulatory obligations; see financial resources and financial resources requirement. Dresdner Kleinwort Wasserstein financial glossary * * * capital adequacy ˌcapital… …   Financial and business terms

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