oInvestment positioning refers to the strategic process of defining and presenting an investment product or portfolio to the market. It involves creating a distinct identity for the investment by emphasizing its unique features, benefits, and value proposition.
Effective investment positioning considers factors such as the target audience, market trends, risk appetite, and competitive landscape. By carefully crafting the narrative around an investment, financial professionals aim to attract potential investors, align the offering with their needs, and differentiate it from similar options.