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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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.

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