Provides a whole-of-lifecycle overarching Strategist To think about investment and portfolio framework that integrates the investment management at a high level, and to development, management and coordinate investment functions, improve implementation process. organisational efficiency or productivity. Discusses key concepts in investment This may include organisational strategists, management. investment managers, academics, students Explains how the framework fits together. and executives who need context for executing due diligence in managing investment. Provides information on the techniques Facilitator To train organisations in investment and process of the lifecycle. management practices or facilitate investment proposal development. Assists you in teaching all levels of knowledge and experience. This may include accredited investment management facilitators, business case trainers, and training and development officers. 2: Who should use the lifecycle guidelines
Strategist To think about investment and portfolio management at a high level, and to coordinate investment functions, improve organisational efficiency or productivity. This may include organisational strategists, investment managers, academics, students and executives who need context for executing due diligence in managing investment. Provides a whole-of-lifecycle overarching framework that integrates the investment development, management and implementation process. Discusses key concepts in investment management. Explains how the framework fits together. Facilitator To train organisations in investment management practices or facilitate investment proposal development. This may include accredited investment management facilitators, business case trainers, and training and development officers. Provides information on the techniques and process of the lifecycle. Assists you in teaching all levels of knowledge and experience. 2: Who should use the lifecycle guidelines
Investment%20Lifecycle%20Guidelines%20Overview%20-%202017%20update_0.DOCX