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What Should an Effective Investment Strategy Contain?

In: The Empowered Investor

Author

Listed:
  • Cuno Puempin

    (St. Gallen University)

  • Heinrich Liechtenstein

    (University of Navarra)

  • Fariba Hashemi

    (Swiss Federal Institute of Technology)

  • Brian Hashemi

    (Salus Partners SA)

Abstract

Our practical experience shows that a strategy should be kept as simple as possible while still including the following items: 1. The vision of the investor 2. The core competences the investor intends to build 3. The structure of the investment portfolio 4. Handling threats and risks 5. The networks the investor intends to build and use 6. Guidelines for cash and liquidity 7. Priorities for allocating the investor’s resources 8. The legal and tax structure.

Suggested Citation

  • Cuno Puempin & Heinrich Liechtenstein & Fariba Hashemi & Brian Hashemi, 2014. "What Should an Effective Investment Strategy Contain?," Palgrave Macmillan Books, in: The Empowered Investor, chapter 0, pages 97-111, Palgrave Macmillan.
    • Handle: RePEc:pal:palchp:978-1-137-36687-0_7
    DOI: 10.1057/9781137366870_7
    as

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