Investment management establishes a set of simple practices that allow an ‘investor’ to clearly define the need for an investment, shape the solution and track the delivery of benefits throughout the investment lifecycle. The adoption of these practices has been shown to drive investments that are more effective at implementing policy and reducing the risk of investment failure.
Investment Management Guidelines
The current Investment Management Standard defines six practices that are documented in the following guidelines.
1. Overview v3.5 (803 kb PDF)
2. PROBLEM Definition v3.5 (380 kb PDF)
3. BENEFIT Definition v3.5 (515 kb PDF)
4. SOLUTION Definition v3.5 (391 kb PDF)
5. BUSINESS CASE v3.5 (99 kb PDF)
6. INVESTMENT REVIEWS v3.5 (310 kb PDF)
7. BENEFIT Reports v3.5 (124 kb PDF)
Supplementary Documentation
The investment management standard templates and support documentation can be found in Facilitator Support.
