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The Strategic Investor Takes the Driver's Seat
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Reference: ART-2455-E
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Number of pages: 8
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Publication Date: Dec 16, 2013
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Source: IESE (España)
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Type of Document: Article
Description
Strategy, whether for business, the military or politics, involves the optimal use and deployment of resources in order to achieve an objective. The authors apply the principles of strategic management to investment in order to create wealth. Their recommendations are based on their research and practical experiences of investment, as well as interviews with successful private investors and family wealth managers, summarized in their forthcoming book, The Empowered Investor: 7 Principles for Strategic Wealth Creation in a New Financial World (Palgrave Macmillan). They propose a framework of seven highly interconnected principles, with specific considerations for each, to help individual investors take control of their investment decisions.
Keywords
bear market
bell curve
black swan
bonds
brokerage fees
bull market
capabilities
capital
cash flow
China
competencies
control
core strength
currency fluctuations
cushion
derivative instruments
diversification
fallback position
finance industry
financial markets
forecasting
housing market crash
investment
investment horizon
leverage
life cycle
long-term perspective
market cycle
networks
niche asset class
opportunity costs
portfolio
put options
real estate
security portfolio
silver
stocks
tax structure
wealth creation