I should not claim certainty, given that it's not my first language, but I find 31 000 000 Google hits for "histoire d'investissement". Some on the first page are roughly similar to the use in your example. I had a very hard time finding any evidence that anyone uses "narratif" or "narration" in this sort of context, and for that matter it also sort of sounds off and I don't think I've heard it before.

That is the unscientific basis upon which I would confidently go with this translation.

I do find it troubling that "narrative" doesn't come out in the French, but I just don't think it's easy to get that in smoothly. I hope the native French speakers can tell me I'm wrong and give the perfect way to say the same thing, but I'm not sure that's the case here.

"narrative : a representation of a particular situation or process in such a way as to reflect or conform to an overarching set of aims or values : the coalition’s carefully constructed narrative about its sensitivity to recession victims"
http://oxforddictionaries.com/definition/english/narrative


"WANTED!
A Narrative for Investing in Workforce
Development
The rationale for investing workforce development is no longer evident. Paul Osterman
forcefully makes this point in a 2005 paper on strengthening the federal employment and
training system when he states, “What is missing in the discussion is a broader vision and
a compelling mission for the system. In the past, the Employment and Training system
for all of its weaknesses was connected in the public mind to important national concerns.
That is not true today.”1
The absence of a clear narrative to both justify and guide federal, state and local, and
philanthropic investments potentially contributes to a very unstable environment for
employment and training policy within the United States. The environment at the federal
level is illustrative of the issue. Recent years have resulted in some disquieting changes
in the federal system."
http://www.aecf.org/KnowledgeCenter/Publications.aspx?pubgui...{723B1D2D-8CC9-47AD-9C28-C5C567198E81}

"Developing a Narrative for the Charitable and Nonprofit Sector
Posted on May 15, 2013 by meshnetwork
As many of you are aware, Imagine Canada has been working with organizations across the country to create a new narrative for the charitable and nonprofit sector in Canada as part of their National Engagement Strategy. Imagine Canada intends this narrative to be foundational, highlighting the role and contributions of the sector, allowing consistent messaging that is relevant and adaptable to all subsectors."
http://meshnetwork.ca/2013/05/15/developing-a-narrative-for-...

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