Templates
Venture Capital
Impact Investors Ethical Investment Policies
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Impact Investors Ethical Investment Policies

A comprehensive workflow for ethical investment policies focusing on research, evaluation, proposal preparation, and ongoing performance and policy review.
1
Identify potential ethical investments
2
Research company history and practices
3
Analyze financial performance and projections
4
Evaluate environmental impact
5
Assess social and governance aspects
6
Identify potential risks and challenges
7
Prepare investment proposal
8
Approval: Investment Proposal
9
Present proposal to stakeholders
10
Securing stakeholder buy-in
11
Sign investment agreement
12
Monitor investment performance
13
Regularly evaluate adherence to ethical standards
14
Mitigate any investment risks that may arise
15
Report performance to stakeholders
16
Approval: Performance Reporting
17
Periodically review investment criteria and policies
18
Approval: Investment Policies Review
19
Propose any necessary changes to stakeholders
20
Implement changes to investment policies if approved