3 edition of Ethical guidelines for investment policies found in the catalog.
Cover title.Includes bibliographical references.
|Statement||[publisher not identified]|
|Publishers||[publisher not identified]|
|The Physical Object|
|Pagination||xvi, 97 p. :|
|Number of Pages||96|
nodata File Size: 9MB.
Doesn't supply specific investment or legal advice, but provides enough information to empower trustees to make informed decisions about investments. Ask the Client, Don't Expect Them to Know A client won't ask for clarification if they don't realize it's needed in the first place. Providing oversight for all of a nonprofit's assets, including those that are invested, is a basic fiduciary responsibility of the board of directors of any charitable nonprofit.
They could play a central role in helping to promote prosperous and just economics in Africa. regulatory and governance: how will you manage the impact of changes to regulations or governance? There are obvious things a broker should avoid: lying, misrepresenting, and hard-sell tactics. Adherence to Investment Discipline - The Investment Manager s are expected to follow the investment management styles for which they were hired.
Real Estate - Investments may include equity real estate, held in the form of professionally managed, income producing commercial and residential property. We must seek a society where economic life and environmental commitment work together to protect and to enhance life on this planet.
" Global Climate Change, 2001• instances of herbicide-resistant weeds, pest mutation, increases of secondary pests, effects on non-target insects, biodiversity loss and gene transfer• Equity holdings must generally represent companies meeting a minimum market capitalization requirement of respective asset class profiles with reasonable market liquidity where customary.
" Gaudium et Spes, n. In fact, many board members prefer to engage professionals for investment management.
In the first case, the Conference can support companies and financial institutions which, in addition to their fiscal merits and investment advantages, have strong records in such areas as labor relations, affirmative action, affordable housing, for example, market-rate certificates of deposit in institutions with special programs for low cost housing, or common stocks of companies that produce socially superior products and perform well in the market, etc.
diversification: are your investments spread across a range of asset classes and regions, or are they concentrated in particular areas? Socially responsible investment involves investment strategies based on Catholic moral principles.
In some cases, Conference policy may not absolutely require divestment, but significant Conference investments in these areas might cause confusion or scandal e.
" Gaudium et spes, n.
environmental, social and governance concerns: what effect could ethical investing have on your returns? For instance, a could tell a customer that they watch the market every day, implying that appropriate action will be taken in-line with market developments and events.