Investment Return:
Return is enhanced on a risk adjusted basis. Future returns are more consistent.

Strategic Control:
Senior executives are better able to differentiate between strategic and tactical concerns, allowing them to easily and clearly see how a proposed change will impact the bottom line. In addition, senior management maintains complete control of the investment decision making process.

Accountability:
The process clearly defines areas of responsibility, control, and performance targets. This improves efficiency and reduces time wasted on debating areas of responsibility.

Professionalism:
Improved accountability and strategic control generally leads to an increase in the professionalism of the investment process, leading to an improvement in corporate performance.

Long Term Performance:
By putting in place a system that objectively isolates where value is added and where it is taken away, long term performance is improved.

Decision Making:
By clearly defining the decision process, decisions are made in a more timely fashion and on a more informed basis, reducing uncertainties and enhancing objectivity.

Knowledge:
The organization’s understanding and knowledge of investments is expanded.


By implementing a comprehensive investment process, an organization can determine where value is added, and thereby improve its short and long term investment performance.


Strategies may change, but the process should always be in place.