+61 411 885 889 info@ideasadvisory.com.au

Investment Management Standard

The Investment Management Standard (IMS) is a collection of simple, common-sense ideas and practices that help an organisation to direct resources to deliver the best outcomes.

The IMS has been evolving since 2004 as a response to investment practices that were increasingly complex but failed to focus on the real need for an investment or the benefits expected to be delivered. The IMS was first used to help shape individual investments. Today, its uses have broadened to the point where it can now support the primary investment decision-making functions of an organisation.

IMS 6

Current version

IMS 6 Templates

Current IA versions

IMS 5

July 2012 – May 2017

IMS 4

December 2010 – July 2012

IMS 3.5

April 2009 – November 2010

IMS 3

 June 2008 – March 2009

IMS 2

 April 2007 – March 2008

IMS 1

January 2007 – March 2007