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: KOCG | PRAY
For more information on the Christian Investment Forum Performance Study, click here
