Course Overview: Investment Policies and Strategies for SACCOs

Investment Policies and Strategies for SACCOs decisions play a critical role in the financial health and growth of SACCOs. This 3-hour strategic training is tailored for SACCO board and investment committee members. It provides the knowledge and tools needed to craft, implement, and monitor effective investment policies that align with SACCO goals, regulatory guidelines, and risk appetite.

Participants will learn how to approve sound investment options, evaluate risk-return tradeoffs, and ensure accountability in performance tracking and reporting. For more insights,visit:http://www.kenyasaccoschampions.co.ke/

Learning Objectives on Investment Policies and Strategies for SACCOs

By the end of the training, participants will be able to:

  • Understand fundamental investment principles and SACCO investment regulations

  • Analyze and evaluate risk versus return in various investment options

  • Approve, monitor, and review SACCO investment portfolios for better performance and compliance

Target Audience

This training is ideal for:

  • SACCO Board Members

  • Investment and Finance Committee Members

  • Strategy and Planning Committee Members

Course Content

Investment Policy Framework

  • Key components of a SACCO investment policy

  • Setting investment objectives, limits, and controls

  • Ensuring alignment with SACCO’s financial goals

Permissible Investment Vehicles

  • Understanding allowable investments under Kenyan regulations

  • Government securities, real estate, term deposits, unit trusts, and more

Portfolio Diversification

  • Spreading investment risk across multiple asset classes

  • Reducing concentration risk to maximize long-term returns

Monitoring and Reporting

  • Tracking investment performance and compliance

  • Preparing accurate reports for board-level review and decision-making

  • Using benchmarks to assess progress

Duration and Format

  • Duration: 3 hours

  • Format: Interactive training with real-world case studies and investment analysis tools

Conclusion: Build Stronger Investment Strategies for SACCO Growth

Equipping SACCO leaders with the right investment knowledge ensures financial sustainability and informed decision-making. This training strengthens board oversight, boosts portfolio performance, and aligns investment activities with member interests and regulatory expectations.

To learn more or enroll, visit: https://saccochampions.co.ke

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