research or brief details on how to Audit

Avg Bid (USD)
Project Budget (USD)
$30 - $50

Project Description:
Out line:
- How to Audit the investment management.
- How to Audit each of the following with high quality, what exactly do I need to do as an auditor:
1- Portfolio Management policies and procedures for adequacy / appropriateness and their compliance on sampling basis
• How to do it - who will do it –- if they are not there we use other ways to get the information.

2- Divisional structure including reporting lines and job descriptions of key designations;
• This scope from Government side.
• How the investment managed control, the evidence - who was the reporter for the department and the job description.

3- Authority matrix related to Portfolio Management; Adequacy of Resources, their competence and infrastructure for investment management;
• who is the decision makers

4- Investment schedules and performance reports for existing portfolio;
• The way the investment managed - time of the investment.

5- Investments’ performance, return on investments and related matters for quoted and un-quoted investments;
• How it is budgeted, what is it- what is the return you got.

6- Comparison of the actual performance of investments with budgeted performance and development of analytical reports;

7- Process of re-valuation of investments on periodic basis;
• How it will be reported; in a monthly basis, quarterly semi…. Etc.

8- Monitoring of compliance and legal matters associated in the investments;
• How it was reported, by whom and why.

9- Existence and adequacy of clearly defined Exit / Disinvestment Strategies;
• How to prepare your self- what are the actions you take- what the strategy you have.

10- Document management, retention and their disposal;
• How supportive are the documents – contracts -

11- Custody of investment title deeds;
• Who is the responsible to review it- how often has to be reviewed- reporting that to the top management

12- Investment performance reports and appraisals by senior management

Skills required:
Additional Files: How+to+audit+the+investment+management.docx
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