Green Investments (GI), a company providing financial services, focuses on stocks owned by environmentally responsible companies. The Washington-based L.L.C. Sarah Lewis leads the L.L.C. in Washington. Steve Burke also heads it. GI makes recommendations for clients using financial research from Bear Stearns as well as in-house environmental responsibility analysis.

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 take advantage of the proprietory-evaluation system to quickly grow its market share. The system, which is based on extensive research and provides a clear overview of the environmental performance of the companies, is very convenient.

Market

GI will focus on the untapped niche of environmental investment within the financial services sector. GI is in direct competition with environmentally responsible mutual money, which perform a similar task in assessing a company’s environment performance but do no allow for investing in individual stock.

Management Team

GI is lead by two experienced managers, Sarah Lewis, and Steve Burke. Sarah is a graduate in environmental studies. She worked for the Environmental Protection Agency as a researcher and was responsible for environmental impact statements. Steve has an MBA. He worked for Salomon Smith Barney. There he built a large network of contacts.

GI addresses a previously ignored niche of the financial services market. In year two, GI will make $230,000 and $261,000 in revenue.

1.1 Objectives

• To be the leading 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 lower the costs of investment research in relation to environmental criteria.

1.2 Mission

Green Investments’#8217 goal is to be the top financial services organization that invests into companies with exceptional environmental records. Green Investments can identify solid environmental investments by conducting extensive research and using well-thought out and verifiable markers criteria. Green Investments will be a successful company and have a positive effect on the environment by offering high-quality services.

Success Keys 1.3

• For a broad range of environmental impacts that a company might face, develop a practical and accurate set of environmental indicators.
• High-quality investment research in financial performance is available for purchase. Green Investments does not perform this research.
• It is important to price the service in a way that allows for a large profit margin, while also remaining competitive.