Answered step by step
Verified Expert Solution
Question
1 Approved Answer
hi dear Can you follow this comment about the project :you should reword it to make the content appear as if you were a financial
hi dear
Can you follow this comment about the project :you should reword it to make the content appear as if you were a financial advisor, presenting the plan to a client. I Also, you might want to mention a brief reference to your asset allocation (stocks, bonds, etc.).
Investment Policy Statement Acuity Brands Inc., Investment Policy Statement The Investment Policy statement is intended to create guidelines and standards to assist the Investment Committee in effectively structuring social a socially responsible investment funds plan. This would address factors such as selecting, monitoring, and replacement of funding options when necessary. This policy statement would specifically: Define the objectives for the investment plan, Provide the participants with a range of diversified funding options along the consideration of the risk-return of each option, Describe the procedures and criteria used in selecting the investment options, Define the procedures for the ongoing monitoring of the investment funding options. Statement of Objectives The general objective of this socially responsible investment policy is to ensure that the participants take an active role in their role of promoting social responsibility by playing an active role in the process of funding option selection. It has to be kept in mind that the company is currently in an era where the industry is faced with tighter regulations and standards. The funding options would be selected so as to accomplish the following: To provide the investor a wide range of choices through diversification along the riskreturn spectrum. Ensure that green production is always encouraged by controlling management and participant costs. To ensure investment returns are measured alongside their respective asset benchmarks. Role and responsibilities of various parties involved Board of Directors The Board of Directors is charged with the following responsibilities; Delegating responsibilities to the various parties involved, specifically the investment committee, Review the process and proposals or the investment committee. Investment Committee The roles of the investment policy include, but not limited to; Selecting of investment funding options, Monitoring the various funding options, Focusing on the company's social responsibility role and its creation of an \"ecosystem\" of both indoor and outdoor lighting products. Creating funding options that address environmental conservation as well as the issue of investment returns. Communicating to the participants whenever necessary. Selection Requirements For all investment Ensure compliance with the OECD Guidelines in respect to attaining the major aim of the company has been to reduce the adverse effects of our production to the environment. The general guidelines shall be to measure the funding option in terms rate of return. The option has to be that which also addresses the issue of improving the company's credit rating as well as increasing our market coverage. In particular, the following shall be considered: The diversification of funding options, Competitive fee structure, Tracking record of investment options, Tracking closely the stated investment objective Periodic View The investment committee shall be charged with the responsibility of monitoring the funding options regularly. The following criteria shall be used: Check whether they are in line with social responsibility. Ascertain whether the original plan is being followed. Identify any regulatory impacts on the investment plan. Find out whether the costs involved in the process are according to the plan or they are high. Whether a funding option should be placed on a \"watch list\" for monitoring, which is between 3-5 yearsStep by Step Solution
There are 3 Steps involved in it
Step: 1
Get Instant Access to Expert-Tailored Solutions
See step-by-step solutions with expert insights and AI powered tools for academic success
Step: 2
Step: 3
Ace Your Homework with AI
Get the answers you need in no time with our AI-driven, step-by-step assistance
Get Started