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Vision and strategy at BANAT-CRISANA Financial Investment Company

Author

Listed:
  • Ioan CUZMAN

    (SIF Banat-Crisana, Universitatea de Vest Vasile Goldis, Arad, Romania)

  • Daniel MANATE

    (SIF Banat-Crisana, Universitatea Aurel Vlaicu, Arad, Romania)

  • Pavel FĂRCAŞ

    (SIF Banat-Crisana, Universitatea de Vest Vasile Goldis, Arad, Romania)

Abstract

The financial investment companies’ portfolio management consists in converting vision into an investment strategy in accordance with the turbulent and complex macroeconomical context. In the particular case of a financial investment company, performant information management becomes an indispensable condition for creating and maintaining investment intelligence suitable to an accessible investment universe and to the investment objectives regarded as responsibilities taken before the owners. The final goal is to realize the optimal target portfolio according to the return objectives adjusted with the risk. Nevertheless, it is necessary that a financial investment company’s strategic investment objectives refer to, and integrate the risk element as well. Risk management incorporates the “risk” element into investment reports and allows for a better understanding of the investment risk and of some other important concepts, such as “risk adjusted return”. Competitive intelligence is needed to lead investment decision, by integrating the early warning system with risk management through a full set of procedures and practices. Given the importance that human resource intellectual capital – consisting of experience, professional knowledge and unique personal abilities – from the investment industry has upon intellectual capital development, alongside adequate recruitment and motivation techniques, career planning, replacement plans, training programs, employees flow control, etc., management must also take into account the creation of compulsory professional knowledge that can sustain the development of intellectual capital.

Suggested Citation

  • Ioan CUZMAN & Daniel MANATE & Pavel FĂRCAŞ, 2012. "Vision and strategy at BANAT-CRISANA Financial Investment Company," Timisoara Journal of Economics, West University of Timisoara, Romania, Faculty of Economics and Business Administration, vol. 5(17), pages 47-57.
  • Handle: RePEc:wun:journl:tje:v05:y2012:i17:a04
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    More about this item

    Keywords

    competitive intelligence; early warning system; risk management system; compulsory professional knowledge;

    JEL classification:

    • G24 - Financial Economics - - Financial Institutions and Services - - - Investment Banking; Venture Capital; Brokerage
    • G32 - Financial Economics - - Corporate Finance and Governance - - - Financing Policy; Financial Risk and Risk Management; Capital and Ownership Structure; Value of Firms; Goodwill

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