This investment plan template has 12 pages and is a MS Word file type listed under our finance & accounting documents.
Sample of our investment plan template:
Investment Plan Your business slogan here. Prepared By: [YOUR NAME] [YOUR JOB TITLE] Phone 555.555.5555 Email info@yourbusiness.com www.yourbusiness.com Statement of Confidentiality and Non-Disclosure This document contains proprietary and confidential information. All data submitted to [RECEIVING PARTY] is provided in reliance upon its consent not to use or disclose any information contained herein except in the context of its business dealings with [YOUR COMPANY NAME]. The recipient of this document agrees to inform its present and future employees and partners who view or have access to the document's content of its confidential nature. The recipient agrees to instruct each employee that they must not disclose any information concerning this document to others except to the extent that such matters are generally known to, and are available for use by, the public. The recipient also agrees not to duplicate or distribute or permit others to duplicate or distribute any material contained herein without [YOUR COMPANY NAME]'s express written consent. [YOUR COMPANY NAME] retains all title, ownership and intellectual property rights to the material and trademarks contained herein, including all supporting documentation, files, marketing material, and multimedia. BY ACCEPTANCE OF THIS DOCUMENT, THE RECIPIENT AGREES TO BE BOUND BY THE AFOREMENTIONED STATEMENT. Table of Contents Executive Summary 4 1. Business Description 5 1.1 Mission Statement 5 1.2 Values and Vision 5 1.3 Industry Overview 5 1.3 Goals and Objectives 5 2. Financial Assessment 6 2.1 Budget 6 2.2 Accessibility or Liquidity of Investment 7 3. Financial Goals 8 3.1 Monthly Goals 8 3.2 Yearly Goals 8 3.3 Subsequent Years 9 4. Investment Choice and Risk Tolerance 10 4.1 Investment Choice 10 4.2 Risks 10 4.2 Time Horizon 11 5. Monitoring and Rebalancing 13 5.1 Financial Assets 13 5.2 Expectations and Result 13 Executive Summary [COMPANY NAME] has developed an Investment Plan for successful investing. The detailed plan can also help the company find suitable investments that fit the timeframe and risk tolerance. [Write more content under the executive summary that provides a brief, but descriptive breakdown of the key components of the Investment Plan. In order to ensure that this summary is clear and comprehensive, it's advisable to write the content after the other sections of the document have been written. A first-time reader should be able to read the executive summary by itself and comprehend what the Investment Plan involves. Ensure that the summary stands alone and doesn't directly refer to any part of the plan. The executive summary should motivate readers to continue reading the rest of the document. It should be one to three pages in length.] 1. Business Description 1.1 Mission Statement [Create a mission statement that gives a breakdown in detail of the company's reason for functioning. Note that a mission statement is a brief explanation of your company's reason for being. Keep your mission statement to one or two sentences. N.B: In your company mission, ensure to include evidence of strong management, and governance. The mission statement should also show how the company activities support or negatively influence the mission or role.] 1.2 Values and Vision Write the fundamental values that drive your business. Explain the vision of your business. 1.3 Industry Overview Get into a little detail of the company's industry and the sectors it includes, key information on industry markets, demographics and niche areas; the major players in your industry (suppliers, distributors); and key industry and economic trends affecting your industry. 1.3 Goals and Objectives Give a breakdown of the goals of the company. Ensure that these goals are measurable. 2. Financial Assessment 2.1 Budget [Determine the amount available for investing after projecting sales and various expenses.] Consider filling in the table below SUMMARY January February Actual Predicted Difference Actual Predicted Difference Total Income 195,000 180,000 15,000 155,000 150,000 5,000 Total Expense 150,000 160,000 10,000 140,000 130,000 -10,000 PROFIT/LOSS 45,000 15,000 (Income - Expenses) Income Sales 105,000 100,000 5,000 85,000 90,000 -5,000 Rental Income 40,000 35,000 5,000 30,000 25,000 5,000 N.B: The company can utilize various budget strategies, which include: Master budget: Most companies start with a master budget, which indicates a projection of the whole company. In the master budget, the company gets a good picture of the entire fiscal year. The master budget includes projections for items on the balance sheet, cash flow statement, and income statement.
