Definition of «investment objectives»

Investment Objectives refer to the specific goals or targets that an investor has in mind when making a decision about where and how to allocate their funds. These objectives can vary greatly depending on factors such as the individual's financial situation, risk tolerance level, time horizon, and overall investment strategy. Some common investment objectives include growth (seeking capital appreciation), income (generating regular interest or dividend payments), preservation (maintaining the value of one’s assets) and liquidity (easily converting assets into cash when needed). By defining their specific investment objectives, an investor can better understand what type of investments may be suitable for them and work with a financial advisor to develop a personalized investment plan.

Phrases with «investment objectives»

Sentences with «investment objectives»

  • The primary investment objective of the Portfolio is to provide as high a level of current income as is consistent with prudent investment risk. (northwesternmutual.com)
  • Investors should carefully consider investment objectives, risks, charges and expenses. (americanfunds.com)
  • Today, the secondary market allows venture capital investors to align liquidity solutions with investment objectives similar to those used in other established markets like real estate and lending. (industryventures.com)
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