Build a Portfolio That Reflects Your Values

Managing socially responsible investments requires clear communication between investors and advisors. This Socially Responsible Investment Mandate Form helps financial advisors, wealth managers, and investment firms capture detailed ESG (Environmental, Social, Governance) preferences, values-based screening criteria, and proxy voting instructions in one professional, structured format.

Whether you're a financial advisor building custom portfolios for conscious investors, an investment firm offering ESG-focused products, or a wealth management team serving high-net-worth clients who care about impact, this template streamlines the intake process and ensures every mandate accurately reflects your client's values.

What Makes This Template Effective

The form guides investors through key decisions including:

• Values-based screening across multiple ESG categories (fossil fuels, weapons, tobacco, human rights, and more)
• Carbon footprint preferences and net-zero alignment goals
• Positive impact priorities like renewable energy, affordable housing, and community development
• Proxy voting instructions for shareholder resolutions on climate, diversity, and governance issues
• Performance vs. values trade-off preferences and rebalancing guidance

This template is designed for financial advisors, portfolio managers, investment consultants, and wealth managers working in sectors like finance, investment management, ESG investing, impact investing, and sustainable finance.

Automate Your ESG Workflow with Stepper

Once your socially responsible investment mandate is submitted, you can use Stepper to automate next steps. Automatically send mandate details to your portfolio management system, trigger compliance reviews, notify your investment committee, update your CRM with ESG preferences, and generate custom investment policy statements—all without manual data entry.

Paperform's conditional logic, calculation fields, and compliance-ready data handling make it ideal for financial services firms that need both flexibility and security. With SOC 2 Type II compliance, SSO, and role-based permissions, you can confidently collect sensitive investment preferences while maintaining the professional standards your clients expect.

Start building portfolios that align profit with purpose—capture every client's unique values and preferences with clarity and confidence.