Investment Proposal

TO: Clark Hansen, CEO, Anima Mundi Development Partners
FROM: Vincent An, Research & Development, Anima Mundi Development Partners
DATE: March 1, 2023
SUBJECT: Investment Opportunity: Orb Energy

As part of the Research & Development Team at Anima Mundi Development Partners, you have asked that I recommend a business committed to social responsibility and promoting a green economy. After research and careful consideration, I recommend Orb Energy, a solar energy company based out of Bengaluru, India. Included in this memo are the following:

• AMDP standards for investment 
• Orb Energy's background, along with financial records and values
• Critical appraisals from industry sources 
• My recommendation for why AMDP should/should not invest
  

The AMDP Standards:
    Triple Bottom Line:
    Expands the traditional business success metrics to include social wellbeing, environmental health, and a fair economy, rather than just the financial performance of a company. The Triple Bottom Line follows the three P's:

• Profit: a strategy to ensure the maximization of profits to help the financial performance of a company
  
• People: a commitment to creating value for all stakeholders, including customers, employees, and community members
  
• Planet: dedication to making a positive impact on the planet by being environmentally responsible (Miller)
  

    Corporate Social Responsibility:
    A self regulating business model designed to make a positive impact on the environment through social  accountability. To contribute to the well being of the community and environment, many companies focus on four broad CSR categories: environment efforts, philanthropy, ethical labor practices, and volunteering. (Reckmann)

    Social Enterprise:
    A business that maximizes its benefits to the environment and society while also maximizing profits.  Social enterprises balance their financial activities with social goals, making it a priority to reinvest profits into their goals before making payments to shareholders. (Barone)

    Carbon Footprint:
    The carbon footprint of a business is the total amount of carbon dioxide (C02) emissions caused by a result of their activities. This includes both direct and indirect emissions caused by their operations, production, manufacturing, and transportation activities. The increase of carbon dioxide emissions have been correlated to climate change, and thus, it is essential that companies begin to reduce their carbon footprint to promote environmental health. (Selin)

Background:

Analysis:

Recommendation:

Sources:
    https://online.hbs.edu/blog/post/what-is-the-triple-bottom-line 

    https://www.businessnewsdaily.com/4679-corporate-social-responsibility.html

    https://www.investopedia.com/terms/s/social-enterprise.asp#:~:text=our%20editorial
%20policies-,What%20Is%20a%20Social%20Enterprise%3F,used%20to%20fund%20s
ocial%20programs.

    https://www.britannica.com/science/carbon-footprint