- Home |
- Investment Management
Investment Management
The Investment Management
Standard is a collection of simple, common-sense practices that enable an organisation to direct resources to deliver the best outcomes.
The standard has been evolving since 2004 as a response to investment practices that were increasingly complex but failed to focus on the real need for an investment or the benefits that would be delivered.
In the place of complex processes, the standard is centred on two simple concepts:
- two-hour informed discussions that bring together those people with the most knowledge of a subject to create and agree to the 'investment story' and
- the depiction of the agreed investment story (Investment Logic Map) on a single page using language and concepts that can be understood by the lay person.
While the original aim of the standard was to shape and manage individual initiatives, it is now applied to those functions in which organisations make their major investment decisions. For the sake of this standard, 'investment' is defined as 'the commitment of the resources of an organisation with the expectation of receiving a benefit.'
The previous version of the standard was able to be encapsulated in a single document. With the standard now relevant to a more diverse range of people, this version has been built to exploit the discovery capabilities of the internet.
A
PDF (1 MB PDF) and
Word (2 MB DOC) version of the standard can be downloaded but this will not provide the function or currency of the information on the website.

The Practices
Understand how
the practices can support the needs of your organisation
Support in adopting the practices
Obtain information and training that will enable you to
apply the practices within your organisation
Theory behind the Investment Management Standard
Acquire a deeper understanding of the history and
theory that underpins the standard
Support for facilitators
Obtain information on how to become
accredited and practice as an accredited facilitator
Information often sought
Of special note
Further information
For more information, please contact the Investment Management Unit within DTF at
InvestmentManagement@dtf.vic.gov.au or phone (03) 9651 1880.
Related Links
News
Model ReportsThe primary compliance resource to assist Victorian government departments and other public sector entities with the planning and preparation of disclosures in their 2012 Annual Reports is now available.
2012-13 BudgetThe 2012-13 Budget is now available on the Budget website.
Domestic building consumer protection frameworkThe Government has released the Domestic Building Consumer Protection consultation paper.
Board appointmentsExecutive search firm Amrop Cordiner King has been engaged to assist in identifying suitably qualified persons for future directorships on the Boards of public entities in the DTF's portfolio.