Elements and Performance Criteria
- Evaluate the client's current situation and identify the issues
- Identify research requirements and parameters
- Aims and objectives of research including strategy, product and performance parameters are established against client requirements and expectations with all issues identified
- A wide range of relevant internal and external information resources required for the research are identified and accessed
- Timeframes are established and requests for information prioritised to ensure milestones are met
- Extract and analyse information according to research requirements and parameters
- Data extraction criteria are established that are relevant to intended use and client requirements
- Trends are identified to provide meaningful information on performance of possible strategies, products and markets
- Risk assessment is made of strategies and products identified through the research
- Financial products are analysed within appropriate timeframes to ensure currency of decision making
- Obtained information is prioritised according to client requirements and expectations
- Issues that require specialist research or advice are identified and appropriate advice obtained
- Summarise research information