Investment Strategy Plan Template

Create an effective investment strategy plan to reach your financial goals.
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Investment Strategy Plan Template

What is an Investment Strategy Plan?

An investment strategy plan is used to guide investment decisions. This plan outlines the goals, objectives, and initiatives that a business or investor should follow to achieve their desired financial and investment goals. A well-structured investment strategy plan should include clear focus areas, objectives, measurable targets (KPIs) and related projects to achieve the KPIs.

What's included in this Investment Strategy Plan template?


  • 3 focus areas
  • 6 objectives
  • 6 projects
  • 6 KPIs

Each focus area has its own objectives, projects, and KPIs to ensure that the strategy is comprehensive and effective.


Who is the Investment Strategy Plan template for?

This Investment Strategy Plan template is for finance teams and investors who are looking to create an investment strategy plan that will help them reach their financial and investment goals. The template provides a framework to help guide the team’s decisions, ensuring that they stay focused on the objectives they want to achieve.

1. Define clear examples of your focus areas

Focus areas are the primary goals that you want to achieve with your investment strategy. Examples of focus areas could include maximizing return on investment, reducing costs, or increasing revenue. It is important to be as specific as possible when defining focus areas, as this will make it easier to set measurable targets (KPIs) and implement related projects.

2. Think about the objectives that could fall under that focus area

Objectives are the specific steps that you need to take to achieve the focus area. For example, an objective for a focus area of “maximizing return on investment” could be to “grow portfolio value”. It is important to be realistic when setting objectives and to make sure that they are achievable.

3. Set measurable targets (KPIs) to tackle the objective

KPIs (Key Performance Indicators) are measurable targets that can be used to track progress towards an objective. For example, an objective of “growing portfolio value” could have a KPI of “increasing portfolio value from $100,000 to $350,000”. It is important to set realistic and achievable KPIs that can be monitored and measured.

4. Implement related projects to achieve the KPIs

Projects (also known as actions) are the specific activities that you will use to achieve your KPIs. For example, an action for a KPI of “increasing portfolio value from $100,000 to $350,000” could be to “invest in high ROI stocks”. It is important to make sure that the projects you choose are related to the KPIs and achievable.

5. Utilize Cascade Strategy Execution Platform to see faster results from your strategy

Cascade Strategy Execution Platform is designed to help finance teams and investors quickly and efficiently achieve their financial and investment goals. The platform provides an intuitive and user-friendly interface to help define focus areas, set objectives, measure KPIs, and implement related projects. Cascade also provides powerful analytics and reporting capabilities to help teams track progress and identify areas of improvement.

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Investment Strategy Plan Template
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