FOR PEOPLE AND PLANET
IP&G ASSESSMENTS
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 (FCI) approach.
WHO IS THIS FOR?
Our complimentary Level 1 assessment measures the extent to which your organisation's faith values are expressed in your investment policy and guidelines. It is available to any faith group, regardless of size, but is ideally suited for small to mid-sized faith-based organisations with:
-
The desire to strengthen alignment of investments with faith principles but uncertainity as to where to begin
-
Limited resources for administering a comprehensive faith-consistent investing (FCI) programme
-
The need for practical guidance on implementing FCI 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.
Scroll down to understand find out more. And for organisations seeking a more in-depth analysis, our Level 2 and Level 3 assessments offer significant value for a modest fee (starting at £2,000).
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 Level 1 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 50-point Level 1 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
NEED MORE ADVANCED ANALYSIS?
While our no-cost service is primarily tailored for smaller and mid-sized organisations, larger and more sophisticated faith-based asset owners may wish to access our premium analysis services.
Our 75-point Level 2 and 100-point Level 3 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 take their faith-consistent investing further or pioneer innovative FCI investing approaches.
Level 2 & 3 assessments incur a modest fee but offer considerable value at low cost compared to what you would expect to pay if developed internally or with external consultants. levels of assessment. Interested? Read our brief summary below, download our IP&G Assessment Service flyer for more details, and contact us to find out more, or ask us for pricing options.
Intermediate scorecard
Best for:
-
Organisations ready to advance meaningfully beyond basic exclusions towards comprehensive values integration
Key features:
-
75-point evaluation and values integration, governance and engagement strategies
-
Detailed report with scoring analysis
-
Specific recommendations for improvement
-
Implementation priorities roadmap
Options for going deeper, including:
-
2-hour virtual consultation with FaithInvest experts
-
Discussion of findings and recommendations
-
Customised implementation
guidance
Fees start from just under £2,000
Advanced scorecard
Best for:
-
Organisations that aspire to lead in innovation and sophisticated faith-consistent investing practices
Key features:
-
Comprehensive 100-point evaluation and values integration
-
Detailed benchmarking against best practices, including governance and engagement strategies
-
Sophisticated analysis and recommendations
-
Strategic enhancement framework
Options for going deeper, including:
-
2-hour virtual consultation with FaithInvest senior experts
-
Deep-dive discussion of complex recommendations
-
Strategic planning guidance and resource recommendations
Fees start from just under £3,300
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 religious 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 using the form below 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.