Investment strategies set out how an organisation — corporate, family office or fund — will deploy capital to meet its return, risk and time-horizon objectives. Advisory support here defines target sectors and geographies, acceptable ticket sizes, ownership levels, hurdle rates, exit routes and ESG or Shariah filters where relevant. Consultants will build screening tools to evaluate opportunities consistently, and portfolio dashboards to monitor performance. This is particularly valuable where investment decisions have been opportunistic or relationship-driven and the principal now wants more discipline. A clearly articulated strategy improves deal quality, speeds up approval, and helps external stakeholders understand why some opportunities are declined.
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Investment Strategies: What it actually means?
