Investment and Projects Management

The Investments and Projects Department is charged with the management of the Investment Portfolio. The goal of investing is to build a solid and secure fund by ensuring that earnings form investments adequately provide for the growth of the fund, to enable payment of all current and future benefits commitments and operational expenses. The Department thus develops the strategies to maximize returns on Trust’s portfolio; protect the integrity of the fund; and carry out analysis and processes transactions from initial review through due diligence structuring, approval and documentation.

Terms of Reference  

• Develop the strategies and tactics to maximize returns on the Trust’s portfolio within the policy parameters approved by the Board of Trustees and consistent with the Investment Policy Statement and Strategy
• Carry out analysis on the selection of investment assets to be included in the Trust Fund portfolio
• Collaborate with the Trust’s investment partners to ensure that planning and implementation of investment projects are in accordance with the Trust’s investment policy
• Manage the investment of the Trust’s liquid resources
• Report investment objectives and results regularly to the Investment Committee and the Board of Trustees
• Maintain close coordination with support areas inside and outside the Trust to ensure smooth functioning of investment operations
• Develop strategies to maximise returns on the Trust's portfolio within the policy parameters approved by the Board of Trustees
•  Establish standard procedures for the appraisal and selection of investment and project proposals received by the Trust
•  Carry out appraisal of investments and projects using approved methods, criteria benchmarks and prepare appropriate briefs and recommendations to the Investments Committee and Board for necessary approvals
•  Coordinate and monitor the implementation of the Trust's investment projects in a cost-effective manner, while ensuring that implementation targets are met
• Manage the Trust's real assets in ways that minimise costs and enhance returns
• Manage the Trust's liquid assets using standard treasury management methods Maintain records, prepare accurate financial statistics on the Trust's investment and report on the performance of the Trust's investments to the investment committee and the Board of Trustees, using internationally accepted accounting and reporting methods
• Maintain close coordination with support areas inside and outside the Trust to ensure smooth functioning of investment operations