Faith-Based Investing Is No Longer In The Background

Increasingly, clients are concerned that their portfolios be aligned with their values. Faith-Based investing has a dual mandate to generate investment returns in a faithful manner. The number of values-based investment offerings from institutional quality managers has been on the rise in recent years and continues to grow.

In a webinar sponsored by Faith Investor Services, learn from two seasoned institutional investment professionals the best practices of faith-based investing. Bob Doll, CIO of Crossmark Global Investments and Tony Minopoli, CIO of Knights of Columbus Asset Advisors will discuss:

  • The Importance of discussing your client’s values impact on their investment plan.
  • Does faithful investing require sacrificing return or increasing risk?
  • The difference between negative screening, emphasizing good companies and corporate engagement.
  • Update on current state of the market and outlook for the remainder of 2022.

Please click on the respective fund tickers for a full list of the fund’s holdings:  KOCGPRAY

For more information on the Christian Investment Forum Performance Study, click here

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In this week’s episode, Jay Peroni, CFP® covers the latest Employee Benefit Research Institute (EBRI) Retirement Confidence Survey. This recently released report provides an illuminating look at the current state of retirement preparations and mindsets across the country.

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ETFs are Distributed by Foreside Fund Services, LLC.