Starter Toolkit - Phase 2
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PHASE TWO: STRATEGIC PLANNING
a. Investment Group Strategic Plan
- This is a very critical component of the Toolkit that will guide you through the steps to take to developing a clear strategic plan for your group. The primary purpose of the strategic plan is to develop consensus among all the members about the purpose of the investment group, its objectives and targets.
- Following are some of the key outcomes expected from the strategic planning process:
- Purpose (mission) of the investment group
- Basic values and principles
- Structural and governance issues
- Defined Asset Class/Sector and geographical preferences
- Primary Investment Period (PIP)
- Distribution Period (DP) and Distribution Policy
- Investment exit plans
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