Investment Objective
Definition
Investment Objective. Financial objective used by an investor to determine whether or not a given potential investment is appropriate for themselves or on behalf of another party
The combination of investment objectives and risk tolerance are typically used to identify appropriate investment options.
Example
An investor whose objective is capital growth might choose to invest in more aggressive, growth-oriented mutual funds and/or stocks, over income-generating mutual funds and/or bonds.
Disclaimer
This entry annotates a FIBO Ontology Class. FIBO is a trademark and the FIBO Ontology is copyright of the EDM Council, released under the MIT Open Source License. There is no guarantee that the content of this page will remain aligned with, or correctly interprets, the concepts covered by the FIBO ontology.