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

Related Topics

How should Catholics behave ethically when it comes to the allocation of capital? Mensuram Bonam: Faith-Based Measures for Catholic Investors — A Starting Point and Call to Action, published by the Pontifical Academy of Social Sciences, is a guide to help guide us.

Faith Investor Services was honored to gather in prayer this morning with many financial professionals to celebrate the National Day of Prayer.

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Investors should consider the investment objectives, risks, charges and expenses carefully before investing. For a prospectus or summary prospectus with this and other information about the Funds can be found here, KOCG or PRAY. Read the prospectus or summary prospectus carefully before investing.

Investing in ETFs involves risk and there is no guarantee the Funds’ 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.

ETFs are Distributed by Foreside Fund Services, LLC.