Are your investments aligned with your values?

Faith Investor Services strives to align investor portfolios with their religious values. We do this through the FIS Knights of Columbus Global Belief Exchange-Traded Fund (ETF).

NYSE: KOCG

FIS Knights of Columbus Global Belief ETF

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About Faith Investor Services

Faith Investor Services strives to align investor portfolios with their religious beliefs. In partnership with the Knights of Columbus Asset Advisors (KoCAA), and our launch of the FIS Knights of Columbus Global Belief ETF, we share a commitment to the socially responsible investment guidelines established by the United States Conference of Catholic Bishops (USCCB).

Trusted Partner

Actively managed by the Knights of Columbus Asset Advisors

Aligned with USCCB Guidelines

Seek comfort knowing your investment is supporting companies with similar values

ETF Efficiency

ETFs may offer many benefits, seeking to empower investors with the ability to invest.

We are proud to partner with Faith Investor Services (FIS) to offer Knights of Columbus members and the broader Catholic community an accessible investment vehicle that provides the opportunity to build long-term wealth while supporting companies whose business practices align with our religious beliefs and traditional values.

Patrick Kelly

Supreme Knight of the Knights of Columbus

The FIS Knights of Columbus Global Belief ETF (KOCG)strictly follows the investment policies of the USCCB

(United States Conference of Catholic Bishops)

There are six major themes in these guidelines:

01. Respect for life

04. Pursue economic justice

02. Promote human dignity

05. Protect the environment

03. Catholic teachings on war and peace

06. Encourage corporate responsibility

There are six major themes in these guidelines:

01. Respect for life

02. Promote human dignity

03. Catholic teachings on war and peace

04. Pursue economic justice

05. Protect the environment

06. Encourage corporate responsibility

The Value of the Knights of Columbus Asset Advisors

The Knights of Columbus have a strong affinity within the Catholic Church and, therefore, share the same ideals and goals as Catholic investors.

Unlike other investment advisors, being Catholic is part of everything they do. It is reflected in their investment philosophy, investment approach and desire to do well for their clients.

Frequently Asked Questions:

The FIS Knights of Columbus Global Belief ETF (KOCG) offers Catholic investors access to dozens of companies whose business practices align with USCCB investment guidelines, packaged into an accessible and convenient investment vehicle managed by the Knights of Columbus Asset Advisors.
The FIS Knights of Columbus Global Belief ETF strives to offer Knights of Columbus members and the broader Catholic community an accessible investment fund that harnesses the faith-based investing expertise of the Knights of Columbus Asset Advisors, while seeking to build long-term wealth for investors.
Knights of Columbus investment expertise was historically available only for affiliated investors. Members and non-members alike now have the opportunity to access the experience team that has been investing with a Catholic perspective since before the United States Conference of Catholic Bishops (USCCB) published its first guidelines on Catholic socially responsible investments in 1986.
The Knights of Columbus have a strong affinity within the Catholic Church and, therefore, share the same ideals and goals as Catholic investors. Unlike other investment advisors, being Catholic is part of everything they do. It is reflected in their investment philosophy, investment approach and desire to do well for their clients.
Exchange-Traded Funds (ETFs) are publicly traded investment funds that hold a diversified portfolio of securities, packaged into one investment product that trades on a stock exchange. This makes ETFs accessible investment vehicles for both financial professionals and individual investors. The FIS Knights of Columbus Global Belief ETF seeks to help align investment portfolios the religious beliefs of our investors, while aiming to grow capital over the long term.

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Carefully consider investment objectives, risk factors, and charges and expenses before investing. This and other information can be found in the KOCG Prospectus available by clicking here. Read all materials carefully before investing.

Fund Risks:
There is no guarantee the Fund’s investment strategy will be successful and you can lose money on your investment in the fund. Shares may trade at a premium or discount to their NAV in the secondary market. The fund is new and has limited operating history to judge.

Market Risk. The prices of securities held by the Fund may decline in response to certain events taking place around the world, including those directly involving the companies whose securities are owned by the Fund; conditions affecting the general economy; overall market changes; local, regional or global political, social or economic instability; and currency, interest rate and commodity price fluctuations. Emerging Markets Securities Risk. The Fund’s investments in emerging markets securities are considered speculative and subject to heightened risks in addition to the general risks of investing in foreign securities. Unlike more established markets, emerging markets may have governments that are less stable, markets that are less liquid and economies that are less developed. Active Management Risk. The Fund is actively managed, which means that investment decisions are made based on investment views. There is no guarantee that the investment views will produce the desired results or expected returns, which may cause the Fund to fail to meet its investment objective or to underperform its benchmark index or funds with similar investment objectives and strategies. Catholic Values Investing Risk. The Fund considers the USCCB Guidelines in its investment process and may choose not to purchase, or may sell, otherwise profitable investments in companies which have been identified as being in conflict with the USCCB Guidelines. This means that the Fund may underperform other similar mutual funds that do not consider the USCCB Guidelines when making investment decisions.

Distributed by Foreside Fund Services, LLC.