These days, investors are increasingly looking to put their money to work in meaningful ways. Principled investing—strategies that invest in funds that reflect certain religious beliefs and social values—continues to grow in popularity.
As a financial adviser, you may be concerned that principled investment strategies focus on issues over performance. We understand, which is why our principled investment strategies are suitability-based and employ the dynamic risk management we apply to all of our investment strategies.
So, if you’re looking for solutions that can help your clients align their investments with their core values without sacrificing risk management or performance, we’ve got what you need.
Interested in an investment solution that complies with both ESG and faith-based investing standards? Consider the Quantified Common Ground Fund.
The leading socially and environmentally responsible mutual funds
Living Christian values through Faith Focused Investing