Avoid, Engage, Embrace
Our Impact Approach
Avoid harm
Our investment approach starts from the premise that we act to avoid harm for our clients, partners, stakeholders, and the community. We take our responsibility seriously to consciously examine an investment portfolio and help clients to express their conscience through the portfolio.
Engage for Influence
We seek to exercise influence to impact the companies in client portfolios positively. We seek opportunities to express our faith-based values to encourage improved human flourishing for employees and customers and improved shareholders' prospects. We think it is important for the voices of faith-aligned investors to be heard in corporate boardrooms in winsome ways and understand each company's nuances and challenges.
Embrace Positive Solutions
We encourage clients to make targeted allocations to achieve a positive impact through their portfolios. This might include investing in specific faith-driven investment solutions or allocating to broader market opportunities that improve human flourishing and encourage creation care. We aim to use our capabilities, skills, and experience to make capital work for investors, stakeholders, our community, and the world. We believe faith-aligned investments can make a lasting and positive contribution to people’s lives.
