The Investment Management Standard (IMS) is a collection of simple, commonsense ideas and practices that help organisations to direct resources to deliver the best outcomes.
When first developed the IMS was used to help shape individual investments. Today, its uses have broadened to the point where it can now support the primary investment decision‐making functions of an organisation.
The standard has evolved as a reaction to complex investment practices that demand compliance but have failed to properly articulate the real need for an investment or the benefits the investment is expected to deliver.
Investment Management can be used to undertake the following seven practices:
For more information, see the investment management standard version 5.
If you want to use the investment management standard materials, you must adhere to these Intellectual Property guidelines.
Documents, examples, case studies and guidance relating to the Investment Management Standard.
This section provides information to assist people aspiring to become accredited facilitators and to help those who are accredited to keep abreast of current best practices.