Finance RSS

  The Strategic Investor Takes the Driver's Seat  Premium

Puempin, Cuno; Liechtenstein, Heinrich; Hashemi, Fariba; Hashemi, Brian
Print Share

Strategy, whether for business, the military or politics, involves the optimal use and deployment of resources in order to achieve an objective. The authors apply the principles of strategic management to investment in order to create wealth. Their recommendations are based on their research and practical experiences of investment, as well as interviews with successful private investors and family wealth managers, summarized in their forthcoming book, The Empowered Investor: 7 Principles for Strategic Wealth Creation in a New Financial World (Palgrave Macmillan). They propose a framework of seven highly interconnected principles, with specific considerations for each, to help individual investors take control of their investment decisions.

Tools and Frameworks:
> "A Strategic Investment Portfolio" gives an example of what an investment strategy might look like.

Examples Cited:
Google, Apple, Audi, Toyota, Swiss watchmakers, Forum for Innovative Finance, Warren Buffett, Paul Allen, Microsoft, Charter, U.S. real estate

Research Basis:
Based on the authors' research and practical experiences of investment, as well as interviews with successful private investors and family wealth managers, summarized in their forthcoming book.

About the Authors:
Cuno Puempin is a Swiss economist, entrepreneur, consultant and Professor Emeritus of Strategy at St. Gallen University.

Heinrich Liechtenstein is an associate professor of Financial Management at IESE Business School.

Fariba Hashemi is an economist with experience in Executive Education programs.

Brian Hashemi is a managing partner at Salus Partners.
This article is based on:  The Strategic Investor Takes the Driver's Seat
Publisher:  IESE
Year:  2013
Language:  English