Green Investments, a financial service firm that focuses primarily on stocks of environmentally responsible corporations, is Green Investments. The Washington-based L.L.C. Sarah Lewis is the leader and Steve Burke is the co-director. GI uses financial research purchased from Bear Stearns and in-house environmental responsibility analysis to make recommendations to clients.
Services
GI created a criteria-based system to evaluate a wide variety of companies for their environmental impact. Only financially prudent/performing companies are evaluated, ensuring that its recommendations make both financial and environmental sense.
Competitive
GI will leverage the proprietory evaluation system to quickly gain market share. The system is simple and based on extensive research. It provides a quick overview of the environmental performance.
Market
GI will be focusing on the niche of environmental investing in the financial services industry. GI faces indirect competition from environmentally responsible mutual funds, which do a similar job in assessing a company’s environmental performance but do not allow for investing in individual equity.
Management Team
GI is supervised by Sarah Lewis and Steve Burke who are both experienced managers. Sarah is a graduate in environmental studies. She worked for the Environmental Protection Agency as a researcher and was responsible for environmental impact statements. Steve has an MBA. He worked for Salomon Smith Barney. There he built a large network of contacts.
GI addresses a previously untapped niche in the financial service market. In year two and 3, GI will have sales of $230,000, $261,000 and $261,000, respectively.
1.1 Objectives
- To become the premier environmental investment firm.
- Attract more people to make investments based in the environmental actions and policies of potential companies. This will result in raising awareness and supporting investments in companies who act on environmental issues.
- Continue to reduce the cost of investment research that relates to environmental criteria.
1.2 Mission
Green Investments’ mission is to become the premier financial service organization that makes investment in companies with outstanding environmental records and practices. Green Investments is able to identify environmentally sound investments through extensive research and well-designed and verified marker criteria. Green Investments will thrive as a company while also having a positive impact on the environment.
Success Keys 1.3
- To address the wide range of environmental effects that companies face, you need to develop an accurate and practical set of environmental indicators.
- Green Investments can only provide high-quality research into financial performance.
- Price the service so that there is a good profit margin while remaining competitive.
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