- Strategic asset management, including links between strategy, levels of service and financial planning
- Asset management maturity (AMM) as a concept and its 17 attributes
- AMM assessment tools, including NZ Treasury’s AMM tool and the ICR process
- Setting maturity targets for different asset classes and different business models
- The use of the results of an AMM assessment to drive ongoing organisation improvement, including:
– Getting organisational buy-in
– Developing and prioritising an improvement plan across all 17 attributes
– Continuous repetition of the investment management cycle – think, plan, do, review
– Improving input into financial reporting on capital expenditure
– Measuring and reporting on organisational performance
Who should attend?
Those with an interest in advancing asset management as a business process to improve level of service outcomes. This includes experienced asset managers for whom the maturity assessment process is new, aspiring or new asset managers embarking on their asset management career, financial and strategic planning staff with a role in financial and non-financial performance management.