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SOCIALLY RESPONSIBLE INVESTMENT POLICY QUESTIONNAIRE The concerns of social investors are diverse. Any topic listed is not meant as an endorsement of any particular point of view by your advisor.

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What is socially responsible investment policy?

A socially responsible investment policy is a set of guidelines that outline how an organization will approach investing in a way that aligns with ethical, social, and environmental values.

Who is required to file socially responsible investment policy?

Certain organizations, such as pension funds and institutional investors, may be required to file a socially responsible investment policy.

How to fill out socially responsible investment policy?

To fill out a socially responsible investment policy, organizations need to outline their values, investment criteria, and reporting mechanisms.

What is the purpose of socially responsible investment policy?

The purpose of a socially responsible investment policy is to ensure that investments are made in a way that aligns with the organization's values and goals.

What information must be reported on socially responsible investment policy?

Information that must be reported on a socially responsible investment policy includes investment targets, evaluation criteria, and impact assessment methods.

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