Glossary entry
An investment strategy is a coherent approach for selecting, sizing, and managing investments to pursue a stated objective. It connects the goal and time horizon with asset allocation, risk limits, liquidity needs, and review rules. A useful strategy specifies what would justify a change, helping separate planned decisions from reactions to short-term market noise.
Illustrative example
A long-horizon investor sets a target asset mix, contributes regularly, and reviews allocations on a schedule, with changes tied to goals and capacity for loss.
What to consider
A strategy must fit the investor and remain affordable to follow. Historical success or a persuasive narrative does not establish future returns.
General information, not a personal recommendation. Product availability, rights, and obligations are determined by the relevant provider, jurisdiction, and approved agreements.