Introduction to the Investment Portfolio Component

The Investment Portfolio component allows you to register and track each individual social investment. The component supports three types of social investment:

  • Community Contribution: a small grant, or provision of goods or service
  • Strategic Community Investment: a large social investment project
  • Capacity Building: a “learning & development” activity such as training

Delivering these three types of social investment is an outcome of your company executing its Investment Plans and Investing in the Community.

Each type of Social Investment is an independent concept. However, in this module, one or more Capacity Building events can be optionally included within a Strategic Community Investment.

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