Investment Decision Making

4 Investment Decision Making

4.1 The ‘Investment Team’

Key areas for which it has responsibility include:

  • Review of existing products used in Model Portfolio implementation.
  • Review of due diligence on any new products to be used in implementation and sign-off of agreed use.
  • Oversight of training and competence program for EBI staff.
  • Review of the Model Portfolio structures and decisions on the addition of new asset classes to the mix.
  • Review of the underlying assumptions made for each asset class.
  • Ongoing review and refinement of the investment process.
  • Notes are prepared for each meeting recording the discussions and decisions taken. They are to be signed off by the Committee and will be held indefinitely on file.