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Seven Steps in the Process of Investments

  • Anup Bansal
  • Jan 13 2013
Estimated reading time: 0 minutes 45 seconds

Step 1 - Establish the investor's return and risk objectives from the current financial status, desired goals, risk questionnaire.Step 2 - Establish the investor's constraints - Liquidity, Time Horizon, Taxes etc.Step 3 - Determine investor's strategy for investments based on the return and risk objectives, constraints, suitability of an asset class and investments, historical data and market expectations.Step 4 - Determine investor's asset allocation that is most appropriate for meeting the return...

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