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Financial Services Business Plan

3 March 2023 Businnes Plan


Financial Services Business Plan


Green Investments is a financial company that focuses exclusively on stocks of environmentally-responsible companies. The Washington-based L.L.C. Sarah Lewis and Steve Burke lead the Washington-based L.L.C. GI uses financial research purchased from Bear Stearns and in-house environmental responsibility analysis to make recommendations to clients.

Services

GI has developed a marker system based on criteria that makes it easy to assess a range of companies’ environmental impact. Only financially prudent and performing companies are evaluated. This makes sure that the company’s recommendations make sense both in terms of financial and environmental impact.

Competitive

GI will use the proprietory evaluation system in order to gain market share quickly. The system is convenient and based on extensive research, providing a streamlined overview of the environmental performance of the companies.

Market

GI will be focusing on the niche of environmental investing in the financial services industry. GI is facing indirect competition from environmentally responsible mutual fund, which does a similar job but doesn’t allow for individual equity investment.

Management Team

GI is led by Sarah Lewis (masters in environmental studies) and Steve Burke (manager). Sarah has a masters degree in environmental studies and has worked for the Environmental Protection Agency where she was responsible for preparing environmental impact statements. Steve has an MBA and has worked for Salomon Smith Barney where he developed an extensive amount of networking contacts.

GI addresses a previously untapped niche in the financial service market. In year two and three, GI will bring in $230,000 and $261,000 respectively.

1.1 Objectives

  • To be the top 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’ aim is to be the best financial service company that invests only in companies with excellent environmental records. Green Investments, through comprehensive research and well thought out and verifiable marker criteria will be able to identify sound environmental investments. Green Investments will thrive as a company while also having a positive impact on the environment.

1.3 Keys to Success

  • For a broad range of environmental impacts that a company might face, develop a practical and accurate set of environmental indicators.
  • You can purchase high-quality research on financial performance and investment, but Green Investments will not do this research.
  • Pricing the service competitively while still ensuring a profit margin.


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