Market & Competitor Analysis for Investment Decision Template

Market & Competitor Analysis for Investment Decision in Priority Matrix

Track market trends and competitor activities to inform investment decisions.

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Proposed Tasks

Critical Analysis

• Annual Investment Strategy Review
  ☐ Conduct a comprehensive review of investment strategy ☐ Make adjustments as necessary ☐ Distribute updated strategy to all relevant parties
• Competitor Analysis
  ☐ Identify main competitors ☐ Research their activities ☐ Analyze their strengths and weaknesses
• Investment Decision Meeting
  ☐ Prepare for meeting ☐ Present findings and recommendations ☐ Discuss and make investment decisions
• Monthly Competitor Update Report
  ☐ Compile data on competitor activities ☐ Analyze this data ☐ Write and distribute a monthly report on these findings
• Quarterly Investment Strategy Review
  ☐ Review investment strategy in light of market trends, economic indicators and competitor activities ☐ Make adjustments as necessary
• Weekly Market Update Report
  ☐ Compile data on market trends and economic indicators ☐ Analyze this data ☐ Write and distribute a weekly report on these findings

Data Gathering

• Data Analysis System Setup
  ☐ Identify data analysis needs ☐ Set up system to meet these needs
• Data Gathering System Setup
  ☐ Identify data gathering needs ☐ Set up system to meet these needs
• Identify Key Economic Indicators
  ☐ Research key economic indicators ☐ Compile a list of these indicators ☐ Set up a system to track changes in these indicators
• Investment Strategy System Setup
  ☐ Identify investment strategy needs ☐ Set up system to meet these needs
• Report Writing System Setup
  ☐ Identify report writing needs ☐ Set up system to meet these needs

Trend Monitoring

• Data Analysis System Review
  ☐ Review data analysis system ☐ Make adjustments as necessary
• Data Gathering System Review
  ☐ Review data gathering system ☐ Make adjustments as necessary
• Investment Strategy System Review
  ☐ Review investment strategy system ☐ Make adjustments as necessary
• Report Writing System Review
  ☐ Review report writing system ☐ Make adjustments as necessary
• Set Up Market Trend Monitoring
  ☐ Identify key market trends to monitor ☐ Set up a system to track these trends ☐ Regularly review and analyze these trends

Miscellaneous

• Data Analysis Training
  ☐ Train staff on data analysis techniques ☐ Monitor staff to ensure they are analyzing data correctly
• Data Gathering Training
  ☐ Train staff on data gathering techniques ☐ Monitor staff to ensure they are gathering data correctly
• Investment Strategy Training
  ☐ Train staff on investment strategy techniques ☐ Monitor staff to ensure they are implementing strategy correctly
• Report Writing Training
  ☐ Train staff on report writing techniques ☐ Monitor staff to ensure they are writing reports correctly