Stage 5 (b) - Specification of the strategic direction of investment activity of the
institute-investor. Based on the above calculations for assessing the level of quality of
formation of investment potential, the institute-investor forms an investment strategy
by establishing the possibility of investing in general (at a sufficient level of quality of
formation of investment potential), the composition of investment objects, sources of
income, the level of permissible risk and approaches to analysis investments (Fig. 1).
Figure 1. Ways of concretization of the investment strategy choice of the
institute-investor in the financial market
Source: author's development
Such policy involves investing funds into objects that are characterized by an
increased level of risk, which is due to the possibility of depreciation of their value.
Low-quality
zone of
formation of
investment
potential
The zone of
unsatisfactory
quality of
formation of
investment
potential
The zone of
satisfactory
quality of
investment
potential
formation
High quality
zone of
formation of
investment
potential
The zone of
maximum
quality of
formation of
investment
potential
5
4
3
2
1
1
The impossibility of carrying out
investment activity through the
use of the existing investment
potential of the institute-investor
Very bad
Bad
Satisfactorily
Well
Very well
Gradation on the scale of the values desirability of the integral indicator of the investment
potential formation
Zones of quality levels of investment potential formation
A
ct
ive
i
nv
es
tm
en
t s
tra
te
gy
Compromise
Moderate
Aggressive
P
as
si
ve
i
nve
st
m
en
t s
tra
te
gy
getting a stable income
capital gain
receiving current income and
capital gains
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