Investment Strategy
/ɪnˈvɛstmənt ˈstrætədʒi/
Definitions
- (n.) A plan or approach designed to guide legal clients in allocating assets to meet their financial objectives while considering risk, return, and regulatory compliance.
The attorney advised the client on an investment strategy that complied with securities laws.
Forms
- investment strategy
- investment strategies
Related terms
See also
Commentary
In legal contexts, investment strategy often involves compliance with fiduciary duties and securities regulations, emphasizing risk management and client suitability.
This glossary is for general informational and educational purposes only. Definitions are jurisdiction-agnostic but reflect terminology and concepts primarily drawn from English and American legal traditions. Nothing herein constitutes legal advice or creates a lawyer-client relationship. Users should consult qualified counsel for advice on specific matters or jurisdictions.