Investments made with the intention to generate positive social and environmental impact alongside financial returns.

A statement outlining the rationale behind an investment strategy, focusing on market opportunities and sustainability goals.

The process of assessing market conditions, trends, and dynamics to inform investment decisions.

The construction of a mathematical model to represent the financial performance of an investment or project.

Adhering to laws, regulations, and guidelines governing financial markets and investment practices.

The evaluation of an investment's returns against predefined benchmarks and sustainability metrics.

A strategic planning tool that identifies strengths, weaknesses, opportunities, and threats related to an investment.

The process of identifying, assessing, and mitigating potential investment risks to protect returns.

The strategy of distributing investments across various asset classes to optimize risk and return.

Quantitative measures used to assess the environmental and social impacts of investments.

Specific metrics used to evaluate the success of an investment strategy in achieving its objectives.

A concise overview of a proposal, summarizing key points for stakeholders and potential investors.

Software or methods used to create graphical representations of data for better analysis and communication.

A process of evaluating different potential future outcomes based on varying assumptions.

A presentation aimed at persuading potential investors to fund a proposed investment opportunity.

The investigation and analysis conducted to assess an investment's viability and risks.

Investing in companies or projects that aim to generate social or environmental benefits alongside financial returns.

The practice of openly sharing information about investment processes, performance, and risks with stakeholders.

Investment assets that are aligned with environmental, social, and governance (ESG) criteria.

The forces that influence the behavior of supply and demand in a market, affecting investment opportunities.

A document that outlines the financial performance and projections of an investment or fund.

A plan outlining how an investment fund will meet regulatory requirements and standards.

Patterns and developments within a specific sector that can influence investment strategies.

The examination of cash inflows and outflows to assess an investment's liquidity and financial health.

A plan that outlines how an investor intends to allocate resources to achieve financial goals.