Practical templates
Decision templates you can use
We provide ready-to-adapt templates for commitment policy statements, stakeholder briefings, and procurement checklists that help institutions integrate ethical priorities into everyday processes. These templates remove ambiguity by specifying criteria, responsibilities, review timelines, and escalation paths for conflicts. For example, a template for a board-level ethics commitment addendum outlines screening rules, thresholds for exclusions, reporting frequency, and the minimum information required from fund managers. Using these templates reduces administrative friction and accelerates adoption while ensuring transparency for auditors and stakeholders.
Measured activity-offs
Understand costs and outcomes
EthicMint emphasizes documenting activity-offs in economic and non-economic terms so decision-makers can make informed choices. Analyses include scenario comparisons that show likely ranges of return, availability implications, tax considerations, and estimated implementation costs for rebalancing or new mandates. We avoid sweeping claims about performance; instead, we describe plausible outcomes based on historical patterns, stress scenarios, and governance constraints. This approach supports realistic planning and helps stakeholders weigh ethical benefits against business impacts in a structured, repeatable way.
Ongoing oversight
Monitoring that fits your cadence
Sustainable decisions require ongoing oversight. EthicMint helps set up monitoring frameworks that align with board cycles, supporter reporting periods, or family office review meetings. Framework elements include key performance indicators for each prioritized ethical objective, data collection responsibilities, thresholds for review, and simple visual dashboards that highlight deviations and corrective actions. This ongoing process keeps ethical priorities actionable and prevents drift, while also documenting progress for stakeholders and regulatory reviews.
