Faith-led investing landscape
Faith-based investors are increasingly articulating a desire to align their portfolios with their convictions and values, but there are challenges.
We believe you don't have to choose between profit and principles. Faith-driven investors can have both.
Market complexity
Traversing alignment strategies like screening, impact investing, engagement, and advocacy can complicate the choices available for your faith-integrated portfolio.
Understanding your unique objectives in this investment landscape requires contextualization, which is often challenging to do alone. We partner with you to achieve clarity and direction for your investment strategy. This enables us to identify the most appropriate strategies that can be successfully implemented to deliver faith alignment.
Partner Fit
A good investment partner explores possibilities to determine what's best for you as an investor. Secular advisors often propose solutions that don't understand faith alignment, offering proposals that don't align with the objectives and values of Christian investors.
We believe that a holistic approach to investing requires dual expertise across investment and faith. We research a broad universe of mainstream and faith-driven investment strategies that offer the opportunity to bring deep values alignment into an investor's portfolio.
Performance doubts
There is a misconception that faith alignment comes at the expense of returns and performance. Having developed, implemented, and proven these strategies for more than 15 years, we understand investor concerns. We have the tools to educate and bring Trustees, investment teams, and other interested parties on the journey.
Faith and investment are not mutually exclusive concepts. There is increasing evidence supporting the performance outcomes of faith-aligned investment strategies, and we believe the two can work in harmony with the right approach.