FOR PEOPLE AND PLANET

MEMBERS

FaithInvest is a global membership association and investment community of faith-based organisations, growing the scale and impact of faith-consistent investing. Our members are faith-based asset-owning institutional investors. We invite all faith-based endowments, foundations and development agencies to join as members as we grow the scale and impact of faith-consistent investment.

 

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MEMBERSHIP BENEFITS

As a member of FaithInvest, you will receive a wide range of benefits aimed at understanding your needs, guiding you to opportunities, developing your skills and capacity and enhancing awareness of faith-consistent investment. 

SAVE THE DATE

FIRST GLOBAL MEMBERS' CONFERENCE

Pragmatic Faith-Consistent Investing

A working conference for faith-based asset owners

Tuesday June 8

12.00-17.00 BST

Wednesday June 9

14.00-19.00 BST

We are delighted to invite you to our first Global Members' Conference on June 8-9. Pragmatic Faith-Consistent Investing: A working conference for faith-based asset owners will be an action-oriented, information-rich online event held across
two half-days, from 12.00-17.00 BST. Our working agenda includes:

  • The Faiths as Stakeholders – opportunities and challenges

  • Working Group Showcase sessions – moderated sessions where members share progress and collaborate on next steps – for example, our Manager Database, Impact Investing (including insights from the Dharmic faiths), Sustainable Institutional Banking, and solutions for smaller investors (including commingled structures)

  • Practical Faith-consistent Investment Implementation session on rooting your investment policy and guidelines in faith-based principles, aligning mandates and shifting capital.

  • Curated Networking and knowledge and experience sharing 

  • Interactive Demonstrations – of our new Members' Portal and Manager Database  

The conference is aimed at FaithInvest members and those thinking of joining. Our membership is open to faith-based asset owners – investment professionals and those who work with them to align their investments – and we welcome faith-based organisations of all size and sophistication of investment portfolio. 

Any other faith-based asset consultants, advisors and managers
who wish to find out more, please
contact us.

UPCOMING LAUNCH OF MEMBER PLATFORM AND PROGRAMME

We are very excited to announce that we will be launching our Member Platform and Programme very soon.

Over the past year we have spent time with many of our members – both directly and in various seminars and forums – to understand their needs and priorities, and to align our initial focus with them. We have also been designing our member-only portal which will directly support our projects and members. 

 

Our initial focus in 2021 will be on three areas: 

  1. Directly enhancing collaboration across our members – hoping to save time and resources. We will do so via:

    • Members' Portal​

    • Manager Database

  2. Creating infrastructure to allow quick and smooth investing:

    • Commingled Platform

  3. Creating interesting investment opportunities – where possible, opportunities uniquely suited to the faith community.

    • Impact Investing Fund-of-Funds​

    • Real Estate

We are planning to launch the first projects to support these areas in the first half of 2021. See below for brief descriptions or find out more about our Member Working Groups – we would be happy to discuss any of these in more detail with you.

MEMBERSHIP PROGRAMME IN MORE DETAIL
AREA 1: 

Members' Portal​

We are now in the final design and build stages of this portal. The Member's Portal is designed to allow us to:

  • Facilitate and administer Membership Work Groups on various topics

  • Disribute information and data in a safe and targeted manner

  • Allow more direct member interaction and contribution to areas of interest.

Manager Database​

We will initiate a work group focused on sharing Asset Manager information. Ultimately this will create:

  • A database of manager and strategies known to our members with some basic information about each manager. NOTE: The data will be provided anonymously – not linking members to specific managers.

  • An ability to match members with specific searches or interests with other members active in the same space.

  • An ability for us to create outreach efforts to managers for specific needs or concerns.

AREA 2: 

Commingled Platform

We will begin a long-term project creating infrastructure that allows reasonably quick and cheap construction of commingled vehicles for our members.

  • At the simplest level, we will aim to create an environment where popular strategies or managers can be accessed quickly and simply by members.

  • At more complex levels we may aim to create vehicles to invest side-by-side with the faiths.
    This project will entail: 

  • A working group to better define needs and goals​

  • Interacting with existing commercial platforms, perhaps with support from members already using similar services.

  • The Dharma Index: We will try to leverage a pre-existing project started by one of our members to support the creation of a Buddhist/Sikh/Hindu oriented investment vehicle. We will use this experience to inform the infrastructure project.

AREA 3: 

Impact Investing Fund-of-Funds

Impact investing is a high-priority item for many of our members. There are many complexities that make this area particularly challenging, inluing specialised due diligence and difficulty in building scale. 

 

There have been a few successful efforts to create fund-of-fund structures in this area. We will explore creating one specifically tuned to the faith community. We will use our working group format to better define how to make this proposition work – and then facilitate an exploration of what can be done to meet this priority.​

Real estate

Many of our members control 'operating real estate' (as opposed to investment real estate) in the shape of houses of worship, hospitals, schools, etc. This is unique to the faith community.

Some of our members have begun projects that lever that real estate to further community impact – often in coordination with their investment goals and plans. We will facilitate – through a sub-group of our members – the exploration of work already done in this space and the potential for future expansion and greater impact.

WORKING GROUPS IN MORE DETAIL

Interested in our Member Working Groups? Find out more about what we're working on and ideas we have for future working groups by clicking the link below.

MEMBERSHIP CATEGORIES

ZUG

MEMBERS

The founding organisations

MEMBERS

Core members of FaithInvest

AFFILIATE MEMBERS

May require financial assistance to

join, discussed on a case-by-case basis.

MEMBERSHIP REQUIREMENTS

1

Affiliation to a faith or belief tradition that is recognised by FaithInvest

2

Commitment to develop faith-consistent guidelines for your organisation (not applicable to networks)

3

Agreement to share appropriate information about your organisation which will allow us to curate services which are suitable to your needs

4

Agreement to abide by FaithInvest's Member Code of Conduct

MEMBERSHIP FEES

There is currently no fee for membership of FaithInvest.

 

We originally planned to charge Membership fees of £2,000 GBP per year from April 2021. But as our planned programme of events and activities could not take place last year due to the pandemic, we are extending our period of free membership. As a result, we do not anticipate charging membership fees before Q4 of 2021.

 

When fees are charged, any smaller organisations which may require assistance should discuss this with us. 

HOW TO JOIN
MEMBERSHIP TERMS AND CONDITIONS

 

MEMBER CODE OF CONDUCT

FaithInvest requires all members to sign up to the following Code of Conduct.

  1. Demonstrate integrity, honesty and ethical and appropriate behaviour in all business, professional and related personal activities.

  2. Follow all applicable laws, regulations and professional conduct standards.

  3. Be transparent about any special relationship, business interest or conflict of interest and make all relevant parties aware where such a conflict may exist.

  4. Conduct yourself in a manner that will not bring FaithInvest into disrepute.

  5. Do not reveal confidential information unless required by law; nor use confidential or privileged information to your own advantage or that of a third party.

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