Investment planning

"Investment planning" refers to the process of strategically and operationally planning financial resources for future projects, activities, or business endeavors of a company.

Typical software functions in the area of "investment planning" include:

1. Budgeting and resource allocation: Creating budget plans for investments and allocating financial resources and other assets.
2. Scenario analysis: Conducting analyses and simulations to evaluate various investment scenarios and predict their impacts.
3. Return on investment (ROI) calculation: Assessing the profitability of investments by calculating expected ROI based on projected revenues and costs.
4. Project evaluation and prioritization: Evaluating and prioritizing potential investment projects based on strategic company goals and criteria.
5. Risk assessment and management: Identifying and assessing risks associated with planned investments and developing risk management strategies.
6. Reporting and dashboards: Generating reports, dashboards, and visual representations to inform stakeholders about the progress and outcomes of investment planning.
7. Integration with financial systems: Seamless integration of investment planning with other financial and corporate systems to ensure data consistency and accuracy.

Examples of "investment planning":

1. **Developing a multi-year investment plan for expanding into new markets, including budgeting and resource allocation.
2. **Assessing the profitability of a planned acquisition through ROI calculations and scenario analyses.
3. **Prioritizing IT projects based on strategic company goals and risk assessment.
4. **Creating a report on planned investments in sustainable technologies for internal and external stakeholders.
5. **Assessing the financial impact of a production facility expansion through integration with existing financial systems.
6. **Scenario analysis for decision-making on introducing new product lines in various geographical markets.
7. **Creating a dashboard to monitor budget expenditures and progress in achieving strategic investment objectives.