A well-prepared investment plan is one of the most important tools for an investor. For long-term success, it is essential to define the objectives for investment activities that suit the investor's needs. It is important to update the investment plan at regular intervals and in the event of major market changes so that the investment plan meets the investment objectives. The investment plan is also an important starting point for asset management tendering.
When preparing an investment plan, SFR Advisors works in close cooperation with the client, from mapping goals to developing a more in-depth investment strategy. The investment plan defines the asset management model to be used in investment activities, the target level of return and risk, the asset classes to be used and the investment instruments. In addition, we take into account the sustainable investment objectives that are important to the client and integrate them into the investment plan.
We talk about investment strategy when a client wants to deepen a top-level investment plan and define more precisely what kind of investor he is. The investment strategy can define in more detail the attitude regarding, for example, investment styles, megatrends and the use of index funds. The more accurately the investment strategy can be defined, the more efficiently the asset manager selection can also be carried out. It is good to be aware that for many non-professional institutional investors, a condensed plan, usually around 5-10 pages, may be sufficient. However, we always recommend a more detailed definition of the investment strategy, if this is possible taking into account the client's expertise and time.
