Value map
Watch the educational video
Define the investment goal
Strategy
Financial instruments
From money markets to equities
When deciding how to invest your assets, you can choose between different types of financial instruments:
- money market instruments,
- bonds, and
- equities.
In doing so, it is important to define the investment goal in terms of risk/return and investment time period (short-term or long-term), given that each of the financial instruments has specific characteristics of risk and potential return.
In order to take full advantage of market opportunities, it is important to define an investment strategy in accordance with the time horizon (the moment in which you will need the money), expected return and risk appetite.
Play the video and learn more.
Investments
Good information helps in making investment decisions.
To bring you closer and simplify the world of investing, visit the new section Educational on investments and improve your knowledge of basic investment terms.
For more information, visit the nearest PBZ branch.
