| Investment Strategy Development |
| Strategy Formulation: Develop and approve the overall investment strategy and objectives |
| Policy Development: Create and maintain an investment policy statement (IPS) outlining investment goals, risk tolerance, and guidelines |
| Strategic Allocation: Determine asset allocation strategies to achieve desired investment outcomes |
| Review and Updates: Periodically review and update the investment strategy to reflect changes in market conditions and organizational goals |
| Portfolio Management |
| Asset Allocation: Oversee the allocation of assets across various investment categories (e.g., equities, bonds, real estate) |
| Diversification: Ensure diversification of the investment portfolio to manage risk and enhance returns |
| Manager Selection: Evaluate and select external investment managers or advisors |
| Performance Monitoring: Monitor and assess the performance of investments and portfolio managers |
| Risk Management |
| Risk Assessment: Identify and assess risks associated with investment decisions and portfolio management |
| Risk Mitigation: Develop strategies to mitigate investment risks, such as hedging and diversification |
| Compliance: Ensure compliance with regulatory requirements and internal policies related to investment risk management |
| Risk Reporting: Regularly report on risk levels and mitigation strategies to the board and stakeholders |
| Investment Performance Evaluation |
| Performance Metrics: Define and use performance metrics and benchmarks to evaluate investment performance |
| Benchmarking: Compare portfolio performance against relevant benchmarks and industry standards |
| Performance Reviews: Conduct regular performance reviews and analyse the results |
| Action Plans: Develop and implement action plans to address underperformance or adjust strategies |
| Due Diligence |
| Investment Research: Conduct thorough research and analysis before making investment decisions |
| Due Diligence: Perform due diligence on potential investments, including financial analysis, market research, and risk assessment |
| External Advisors: Engage and consult with external advisors or experts as needed for due diligence |
| Reporting and Communication |
| Regular Reports: Provide regular reports on investment performance, strategy, and portfolio status to the board and other stakeholders |
| Investment Updates: Communicate updates on significant investment decisions, changes in strategy, or market conditions |
| Annual Review: Conduct and present an annual review of the investment portfolio and strategy |
| Compliance and Regulatory Oversight |
| Regulatory Compliance: Ensure that all investment activities comply with relevant laws, regulations, and industry standards |
| Policy Adherence: Monitor adherence to the investment policy statement and internal guidelines |
| Audit and Reviews: Oversee audits and reviews of investment activities to ensure compliance and identify areas for improvement |
| Investment Manager Oversight |
| Manager Evaluation: Evaluate the performance and effectiveness of investment managers and advisors |
| Manager Selection: Select and appoint investment managers based on performance, expertise, and alignment with investment goals |
| Manager Reviews: Conduct periodic reviews of investment managers to assess their performance and suitability |
| Strategic Initiatives |
| New Opportunities: Identify and evaluate new investment opportunities and trends |
| Strategic Adjustments: Make strategic adjustments to the investment portfolio based on emerging trends and opportunities |
| Innovation: Explore innovative investment strategies and approaches to enhance portfolio performance |
| Asset and Liability Management |
| Liability Matching: Ensure that investment strategies align with the organization’s liabilities and obligations |
| Cash Flow Management: Manage cash flows to meet operational needs and investment requirements |
| Balance Sheet Management: Oversee the impact of investment decisions on the organization’s balance sheet |
| Ethical and Responsible Investing |
| ESG Criteria: Incorporate environmental, social, and governance (ESG) criteria into investment decisions |
| Social Responsibility: Align investment choices with the organization’s social responsibility goals |
| Ethical Standards: Ensure that investments adhere to ethical and responsible investing principles |
| Investment Policy Review |
| Policy Development: Develop and update the investment policy statement (IPS) to reflect changes in investment strategy and goals |
| Stakeholder Input: Seek input from key stakeholders when revising investment policies |
| Policy Communication: Communicate changes in investment policies to relevant parties |
| Strategic Partnerships and Alliances |
| Strategic Partnerships: Establish and maintain strategic Partnerships with financial institutions, advisors, and investment managers |
| Collaborations: Collaborate with other organizations or funds for joint investment opportunities |
| Networking: Engage with industry groups and networks to stay informed about investment trends and opportunities |
| Governance and Oversight |
| Committee Structure: Define the structure and roles of the investment committee members |
| Governance Practices: Implement best practices for governance and decision making within the committee |
| Meeting Management: Schedule and manage committee meetings, ensuring effective discussion and decision making |
| Educational Initiatives |
| Training: Provide training for committee members on investment principles, trends, and best practices |
| Continuous Learning: Encourage ongoing education and professional development in investment management |
| Workshops and Seminars: Organize workshops and seminars on relevant investment topics |
| Financial Modelling and Analysis |
| Model Development: Develop financial models to forecast investment performance and assess potential outcomes |
| Scenario Analysis: Conduct scenario analysis to evaluate the impact of different investment strategies |
| Financial Projections: Prepare financial projections to support investment decisions |
| Stakeholder Engagement |
| Internal Stakeholders: Engage with internal stakeholders to align investment decisions with organizational goals |
| External Stakeholders: Communicate with external stakeholders, including investors and regulators, on investment matters |
| Investor Relations: Manage relationships with investors and provide updates on investment performance |
| Investment Disposals and Exits |
| Disposal Strategy: Develop strategies for the disposal of investments or exit from positions |
| Market Timing: Assess market conditions to optimize timing for investment disposals |
| Value Realization: Ensure that investment exits maximize value and align with strategic goals |
| Technology and Tools |
| Investment Platforms: Utilize investment platforms and tools for portfolio management and analysis |
| Data Analytics: Implement data analytics tools to enhance investment decision making |
| Technology Upgrades: Stay updated with technological advancements that can improve investment processes |
| Performance Incentives |
| Incentive Plans: Develop and oversee incentive plans for investment managers based on performance |
| Alignment: Ensure that incentive plans align with the organization’s investment goals and objectives |
| Evaluation: Regularly review and adjust incentive plans to reflect changes in performance and strategy |
Activities and Responsibilities for SayProRoyal-7 SayPro Royal Board Investment Committee
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