IP&G ASSESSMENTS

FOR PEOPLE AND PLANET

A CONFIDENTIAL SERVICE FOR ASSESSING FAITH INVESTMENT POLICIES & GUIDELINES

At FaithInvest, we believe every faith-based organisation deserves investment practices that truly reflect their faith's beliefs, teachings and values. That's why we're proud to offer a no-cost, confidential Investment Policy & Guidelines (IP&G) assessment service designed specifically for faith-based asset owners seeking to strengthen their faith-consistent investing approach.

WHO IS THIS SERVICE FOR?

Our complimentary assessment measures the extent to which your organisation's faith values are expressed in your investment policy and guidelines. It is ideally suited for small to mid-sized faith-based organisations with:

Investment assets under $1 billion
Desire to strengthen alignment of investments with faith principles but uncertain where to begin
Limited resources for administering a comprehensive programme for faith-consistent investing
Need for practical guidance on implementing faith-consistent investing best practices

Whether you're a church endowment, religious foundation, denominational pension fund, faith-based nonprofit, or mission-driven institution, this service provides valuable insights into how well your current investment approach reflects your organisation's core values.

IMPORTANCE OF THE IP&G

Your Investment Policy and Guidelines (IP&G) – also known as an Investment Policy Statement (IPS) – is a formal document that outlines general rules for your portfolio manager.

As well as setting out your investment goals and objectives, it describes the strategies that your portfolio manager should use to meet those goals. It provides crucial information for your fund managers.

We strongly encourage well-documented 'front door' language – how will key beliefs, teachings and values manifest themselves in our investments? Strong, clear language around this is of vital importance because it's the anchor for everything else that follows.

A COMPREHENSIVE EVALUATION

Our assessment examines the essential elements of effective faith-consistent investing, including:

Faith foundation documentation: How well your policy integrates denominational beliefs and values
Investment screening frameworks: Your approach to avoiding investments that conflict with faith principles
Positive investment criteria: Whether you actively seek investments that advance your values
Governance and decision-making: How faith considerations are integrated into investment oveight
Stakeholder communication: Your transparency and reporting on values alignment
Continuous improvement: Provisions for enhancing faith-consistent practices over time

WHAT YOU WILL RECEIVE

Our assessment provides:

Detailed scoring analysis across all relevant categories
Specific recommendations tailored to your organisation's size and capacity
Implementation priorities with practical next steps
Resource recommendations to support your faith-consistent investing journey

FOR ADVANCED ORGANISATIONS

While our no-cost service is primarily tailored for smaller and mid-sized organisations, larger and more sophisticated faith-based asset owners can access our premium analysis services.

These in-depth assessments compare your investment policies against the most advanced practices of leading global faith-based institutions, providing detailed benchmarking and strategic recommendations for organisations ready to pioneer innovative faith-consistent investing approaches.

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Advanced organisations

BEYOND ASSESSMENT: ONGOING SUPPORT

FaithInvest stands ready to support your organisation's faith-consistent investing journey well beyond the initial assessment. Our comprehensive services include:

Customised Investment Policy & Guidelines development
Asset manager due diligence questionnaires
Ongoing monitoring and scoring of manager adherence to faith-based criteria
Educational programmes through our Faithful Finance FCI training course

GETTING STARTED

Aligning your investments with your faith values is both a spiritual calling and a practical necessity for authentic stewardship. Our no-cost assessment provides the roadmap to begin or enhance this vital work, regardless of your organisation's current level of sophistication.

Ready to discover how well your investments reflect your faith? Contact us at info@faithinvest.org to begin your complimentary Investment Policy & Guidelines assessment today. Together, we can ensure your financial stewardship truly honours the values that define your mission and calling.

At FaithInvest, we're committed to empowering faith-based organisations worldwide to become catalysts for positive change through values-aligned investing. Let us help you transform your investment approach from a financial necessity into a powerful expression of your faith in action.