Investment Strategy Research Paper Example | Topics and Well Written Essays - 2000 words

Investment Strategy - query Paper ExampleAn investment strategy for an inherited amount of 100,000 suggested by a monetary consultant seeks a balanced portfolio of investments consisting of building and bank deposits, individual saving accounts (ISAs), unit and/ or investment trusts, gilts, fair shares, and premium bonds. This write up contains a discussion on various strategic issues in station to facilitate the decision of financial advisor about the constituents of the investment portfolio. 1. Information required by financial advisor from investor to plan investment portfolioA financial advisor would seek following information from the investor in the first place proceeding to extend his professional guidance for an investment portfolio of 100000Long Term goals and objectivesThe long limit objectives of an investor differ from person to person. Objective may constitute arrangement of income after retirement, purchasing of a hearth property, or any other goal. These days investors seek some sort of financial independence. That implies that investors require current amount of income from investment portfolio in order to maintain a particular standard or side of life without caring about the future. It is very important for investor to quantify these objectives and convey those in clear cost to the financial consultant.