Publicly Listed Company
Client: Publicly Listed Company – Investment focus
Client’s needs:
With a new strategy in place, the company was looking to update its Investment Policy Statement to reflect strategic directions and provide more governance on the investment decisions helping the company to achieve its financial objectives.
Approach:
A hybrid team with local and International expertise worked with the company’s team to analyze previous investment decisions, global trends in investment management, local opportunities and challenges and reflection of the business strategy on the investment policy.
The team used the guidelines of the IFC and developed a five years investment strategy that covers sectors, risks, portfolio structure and governance.
Client’s benefit:
A well-defined investment strategy with clear roles and responsibilities providing the BOD with enough control on risks without limiting the ability of executive management to take right investment decisions.