Monitor the Progress of Your Fund's Investments

Provided by Leslie Cummins and Peter Tropper of the International Finance Corporation

In this section you will learn more about:

Objectives of Investment Monitoring

  • Monitor the progress of the Fund’s Investees

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Set milestones at the beginning of the investment period and monitor progress of these milestones

Issues to Consider

  • These will vary depending upon the Investee, your Investment Strategy, etc.
  • Are your staff on top of the Investee’s progress? Are they adding as much value as possible?  Monitoring continues until the final divestment has taken place
  • Are you receiving regular reporting from the Investee?

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Documents

  • Reporting received from the Investee as per legal agreements
  • Correspondence between the Fund Manager and the Investee should be recorded in the workflow documents
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