Investors can access Brightlight's experience and expertise while maintaining portfolio control.

ADVISORY PROGRAM

We provide tailored support to align your investment portfolio with your faith and values. With access to Brightlight's specialized experience, skill set, and capabilities, we can help you design portfolios that pursue greater value alignment alongside solid investment returns.

Our work can be applied across a whole portfolio or individual asset classes/opportunities based on client needs including:

  • Development of investment philosophy and approach

  • Provision of values-based screening & engagement for listed equities

  • Research that enables values-aligned manager selection across listed portfolios

  • Identification of appropriate investment opportunities in unlisted portfolios

  • Work independently or with internal teams to provide research, analysis, and support.