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This document outlines Capital Dynamics\' Responsible Investment policies, practices, and approaches as of 2024. It details the firm\'s commitment to integrating environmental, social, and governance (ESG) principles into investment processes, ensuring long-term value creation, and adhering to international standards such as the Principles for Responsible Investment (PRI) and Sustainable Development Goals (SDGs). It also covers evaluation methods, oversight mechanisms, and reporting practices...
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01
Define the purpose of your responsible investment policy, clarifying the ethical and sustainable objectives.
02
Identify the scope of the policy, including which investments it will cover and any specific exclusions.
03
Establish investment criteria, outlining the environmental, social, and governance (ESG) factors to consider.
04
Include guidelines for stakeholder engagement and how to incorporate feedback into investment decisions.
05
Outline the monitoring and reporting processes to assess the performance and adherence to the policy.
06
Set up a review schedule to regularly update the policy based on market trends and new research.

Who needs responsible investment policy?

01
Institutional investors looking to align their portfolios with ethical standards.
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Asset managers who want to attract socially conscious investors.
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Corporations seeking to demonstrate commitment to sustainable business practices.
04
Family offices interested in preserving wealth while considering social impact.
05
Regulatory bodies that require compliance with responsible investment standards.
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Responsible investment policy is a framework that guides investors to make decisions that take into account environmental, social, and governance (ESG) factors, aligning their investments with their values and sustainability goals.
Entities such as institutional investors, pension funds, and asset managers that handle investments are typically required to file a responsible investment policy to demonstrate their commitment to responsible investing practices.
Filling out a responsible investment policy involves outlining your investment philosophy, specifying the ESG criteria you will consider, detailing the processes for evaluating investments, setting goals for sustainability, and committing to transparency and reporting.
The purpose of responsible investment policy is to guide investors in making informed investment choices that promote sustainability, mitigate risks associated with ESG issues, and enhance long-term financial performance.
Information that must be reported includes the ESG criteria used for investments, methods of evaluation, how the policy is implemented, progress towards sustainability goals, and any relevant outcomes or performance metrics.
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Relevant keywords

Responsible Investment ESG Principles Sustainable Development Goals Investment Policy Capital Dynamics Environmental Assessment Social Governance Investment Evaluation Duty of Care Transparency Reporting

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