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Investor Proposal
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Prepared for:
[Client Company]

Prepared by:
[Sender Company]

Investor Proposal

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An investor is a person that allocates capital with the expectation of a future financial return or to gain an advantage. Types of investments include equity, debt securities, real estate, currency, commodity, token, derivatives such as put and call options, futures, forwards, etc. Our firm is one such company that deals in all kinds of investment, the details of which have been provided in this proposal.

[Company] Overview

We are a regional financial services hub in [Company Location] that will put you at the center of a growing concentration of wealth. The regional market is valued at [Net worth of the Market] and is at the focal point of the [Company Name] as well as the wider region. Whether you are a financial services, banking, or exchange company, [Company Name]’s progressive regulatory environment ensures the region’s longest established financial center remains it's most innovative.

Our Team

[CEO and Chairman]
[Head of Business Solution]
[Investment Writer]
[Research Analyst]


  1. Aligned to Investor Goal
  1. Intelligently Diversified
  1. Real-Time Adaptability
  1. Efficient Implementation
Investors in a round table
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Investment Option

Employ some of the world's best money managers, while eliminating the distractions, risk, and expense of conducting searches and monitoring investment managers on your own.

Services Offered

Outsourced Chief Investment Officer (OCIO)

There are a lot of confusing terms in the marketplace. Fiduciary management. Outsourced CIO. Implemented consulting. Investment outsourcing. OCIO. All the competing terminology boils down to one basic value proposition: the idea that your investment program might be improved by delegating some day-to-day management responsibilities to a trusted provider.

Funds and Strategies

For investment solutions that are built to deliver your desired outcomes, access our innovative range of multi-asset products and services to complete your portfolio needs.
  • DB Funds
  • DC Funds
  • Non-Profit Funds
DB Funds
A defined-benefit plan is an employer-sponsored retirement plan where employee benefits are computed using a formula that considers several factors, such as length of employment and salary history. The company is responsible for managing the plan's investments and risks.
DC Funds
Managing a pension program is more challenging than ever. Pension reform, Funding issues, Accounting reform, Manager selection—these all impact your plan and your organization's bottom line. Contributions are likely to rise as new funding thresholds are imposed. Achieving plan goals requires attention to funded status and total plan returns.

You must understand the risks and set your investment strategy accordingly. We can help you decide what's right for your plan. We've developed a holistic approach for defined benefit plans. Our investment outsourcing solutions provide you with a truly dynamic approach to managing your pension plan that links your investment strategy to your organization's goals.
Non-Profit Funds
[Company Name] offers a variety of investment strategies for non-profit organizations, which includes traditional return-seeking and diversifying asset classes such as large and small-cap equity, and Global Equity, and Fixed Income. Additionally, we offer strategies for investors interested in alternative investments, including private real estate, private capital, marketable real assets, and hedge funds.


Your portfolio will be focused on total return, meaning the growth of value through interest, capital gains, and dividends proportionate to your risk tolerance.

For investors whose primary investment objective is to increase portfolio value over the long term, [Company Name] builds balanced, global portfolios constrained by its Risk Budgeting Methodology. This means [Company Name] accesses many areas of the domestic and international markets to find the best opportunities that fit within your Risk Budget. We employ a consistent portfolio management process that allows for flexibility and customization to your specific accumulation goals

Estimating Return Potential

The goal of investment analysis is to analyze the attractiveness of an asset not only based on its risk, but also on the return potential the asset may bring to the portfolio. Consistent with our overall approach, [Company Name] relies on a set of quantitative inputs and qualitative evaluations of asset classes to estimate overall return potential. Our portfolio managers focus on five characteristics when analyzing the attractiveness of security: Economic, Fundamental, Statistical, Technical, and Valuation.

Terms and Conditions


By using the Company's services in any capacity you acknowledge and agree that you have read and understood the following risks and warnings. If you do not understand any of the risks or warnings set out below you must take advice from an independent financial advisor, solicitor, or similar qualified professional before using Company's services.

The following list contains what we believe to be the main risk factors of your investment, and is not intended to be exhaustive, nor a complete explanation of the risks involved. Each Company will have risks that are specific to it. Any decision to make an investment through the Company's services is made entirely on your own.


Upon registration to use the Services, you will be asked to provide certain information about yourself as part of your Site profile. The information you provide in your profile is the basis on which the Company and the Custodian identify you for purposes of communicating with you, fulfilling any reporting obligations that the Company has to any regulatory or governmental authorities, and conducting any anti-money laundering or other checks they.

If you make an investment in the Company through the Site you will become a “retail” client of the Company for the purposes of the Rules. As part of your registration process, you will be required to answer self-certification questions. You must answer such questions truthfully and in a factually correct way to the best of your knowledge.


 An Investor shall not use any information contained in the Posting except for the purposes of considering an investment in the Company. Without limitation, each Investor agrees with the Company that it will not directly or indirectly seek to use the information to enter into competition with the Company or to solicit employees, customers, or suppliers of the Company.


If at the end of the Period (extended if necessary by a number of days as is necessary to allow for the expiry of all [insert number]-day cancellation periods), Investors have applied to invest in aggregate for more than the Maximum Target Amount then applications by the Investors will be satisfied on a ‘first come first served’ basis. If any Investor has an application that is not satisfied in full (because it partly exceeds the Maximum Target Amount) then the Company will send an e-mail to such Investor, requesting the Investor to confirm their investment for the part of their investment that is not in excess of the Maximum Target Amount.


After the Commitment (which includes the moment when the Investor agrees to the investment contracts as offered on the site and pays in the amount they wish to invest), the Investor(s) has the right at any time during the period of [Insert Number] calendar days commencing on the date of the Commitment to cancel its subscription for the shares by notifying the Company in accordance with the notice provisions set out in these terms and the Company will issue the relevant instructions to the Agent, on behalf of the Investor, to credit that Investor’s Nominated Account with the amount the Investor transferred to the Pre-Closing Account.


The Agreement will commence on the effective date set forth and continue for a period of one year from the effective date unless terminated earlier. Either party may terminate this agreement at any time upon [Insert Number] day notification. Upon termination, the Company shall be entitled to receive compensation and reimbursement for any work accrued, but not paid by the Client. The Client may at its option agree to renew, extend, and revise this agreement prior to its expiration.  


We shall not be in breach of these terms, and we shall not be liable or have the responsibility of any kind for any loss or damage incurred by you as a result of:

  • any total or partial failure,
  • interruption
  • or delay

In the performance and obligations occasioned by any,

  • act of God,
  • fire,
  • act of government, state, governmental or supranational body or regulatory authority;
  • war, civil commotion, terrorism,
  • failure of any internet or computer system,
  • interruptions of power supplies,
  • labor disputes of whatever nature
  • or any other reason (whether or not similar in kind to any of the above)

Or Beyond our reasonable control.

Acceptance and Signature

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Free Investor Proposal Templates

With so many Investing Agencies,this Investor proposal will surely leave an impact of your company in the long run.