Investment strategies include placing of funds in various asset categories such as shares, bonds and money markets. The choice of the most appropriate strategy depends on one’s individual wishes and goals, i.e., the desired term of the investment and the acceptable risk.
By making investments in various asset categories which undergo fluctuations in different market conditions, the investors can protect themselves from significant losses. Often a market situation that allows one particular asset category to grow, only allow for other asset categories to achieve an average or low return.
How to Determine the Most Appropriate Investment Strategy?
Choosing the most appropriate strategy of asset placement corresponding to your financial goals is an important task. Basically, you must choose a combination of assets and the acceptable risk level which possesses the highest feasibility of reaching your goal. Besides, when approaching the goal, the combination of assets has to be readjusted depending on the market situation.
The choice of an adequate investment strategy is the key to success. Therefore we encourage you to trust the professionals and allow the experienced bank experts to look for the strategy most appropriate for you.
The aim of the investment strategy is to provide general information with the view of evaluating the adoption of a permanent decision regarding investments. Information in the material should by no means be considered to be a personalised recommendation to carry out transactions with certain financial instruments or to implement an agreed strategy, if the investor’s financial situation, investment goals, investment experience and knowledge have not been assessed. Before acting in accordance with the information in this material, we recommend that you consult with your financial consultant. The material has been prepared on the basis of information regarding development of investment strategy, which has been collected by Investment Strategy & Advice, the joint structural unit of Nordea Group enterprises Nordea Bank AB (publ), Nordea Bank Danmark A/S, Nordea Bank Finland Plc and Nordea Bank Norge ASA. The operation of Nordea Group enterprises is controlled by the financial supervisory authorities of the respective countries. Investment strategies do not provide any recommendations with respect to taxation, accounting or legal solutions, and does not assess their impact on the investment decision. It is forbidden to make copies of, distribute or publish this document in any way without a written consent of Nordea. The employees of the Group enterprises who analyse and collect the financial markets information are subject to internal regulations regarding ethics, the use of insider information, the processing of unpublished information, communication with other structural units of the Group enterprises and carrying out of personal transactions, thus restricting the occurrence of conflicts of interest and preventing the abuse of insider information. The information sources indicated are considered reliable data and evaluations carriers; however, the Nordea Group enterprises, the international credit rating agency Standard & Poor, and other companies or persons mentioned in the document do not guarantee the accuracy, compliance or completeness of the external information. The Nordea Group enterprises, Standard & Poor, and other companies or persons mentioned in the document assume no liability for any losses which are directly or indirectly caused or may be caused by using this material or its content.