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

Food prices have reached record levels across the world. This rapid increase shows no sign of slowing and could further threaten the ability of millions of people to feed themselves and their families. The world needs to act quickly and work together to help these people and protect their basic right to food.

All across the world, faith-based investing has risen in popularity, with the past year leading many individuals to reassess what is most important in their lives. Some are looking to make meaningful change at a personal level, and many Catholic families report feeling a closer connection to God.

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ETFs are Distributed by Foreside Fund Services, LLC.