Inside the webinar: What you’ll discover

Common Ground Direct Investing brings together two perspectives that are often treated separately: socially responsible investing (SRI) and biblically responsible investing (BRI). The strategy combines these values-based screens with a dynamic, risk-managed investment approach designed to adapt as market conditions change.

In this webinar, we take a closer look at how the strategy works and how advisers may evaluate its role within diversified client portfolios.

You’ll learn:

  • The investment philosophy behind Common Ground Direct Investing
  • Insights drawn from three years of live performance history and supporting historical analysis
  • The strategy’s role within diversified client allocations
  • How to approach principled-investing conversations with clients, including practical ways to frame expectations around risks, objectives, and role-in-portfolio
  • The Principled Investing Give Back program, which allows clients to direct 10% of the net advisory fees Flexible Plan Investments (FPI) collects for the strategy to a qualified charitable organization of their choice
Diagram showing the strategy's role in portfolio diversification
Reserve your seat → Explore how the strategy works →

Speakers

Learn directly from the FPI leadership team involved in the design, management, and adviser education behind the Common Ground Direct Investing strategy.

Collage of FPI leadership team presenters

Discover a disciplined approach to principled investing

Join us to explore how Common Ground Direct Investing can help advisers address growing demand for values-aligned portfolios—while maintaining a disciplined, risk-managed investment approach.