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Investment Strategy: What it actually means?
Investment strategy defines how an organisation will deploy surplus cash or committed capital to achieve defined returns over a given time horizon, within a stated risk appetite. Consultants clarify objectives, set asset-class and sector preferences, screening criteria, ticket sizes and exit routes, and they build a monitoring framework so performance is visible. They also align the strategy with tax, regulatory or Shariah requirements where relevant. This prevents ad hoc or relationship-driven investing and ensures each deal contributes to the overall portfolio. A clear strategy improves discipline, speeds up approvals and makes it easier to communicate with boards and investors.
