FOR PEOPLE AND PLANET
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.
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.
MEMBER PROGRAMME AND MEMBER PORTAL
We are very excited that our Member Portal is now live. The Member Portal – a private, members-only space – is the main vehicle through which we deliver a range of curated services aimed at understanding members' needs; developing their skills and capacity to work through challenges; delivering our three key areas of focus (see below for more detail) and co-creating investment opportunities.
THREE KEY AREAS
Our initial focus for our Membership Programme is on the following three areas:
1. Directly enhancing collaboration across our members – hoping to save time and resources. We will do so via:
2. Creating infrastructure to allow quick and smooth investing:
3. Creating interesting investment opportunities – where possible, opportunities uniquely suited to the faith community, such as:
Impact Investing Fund-of-Funds
FIRST GLOBAL MEMBERS' CONFERENCE
Pragmatic Faith-Consistent Investing
A working conference for faith-based asset owners
Tuesday June 8
Wednesday June 9
We had a fantastic Inaugural Member Conference on June 8-9. Pragmatic Faith-Consistent Investing: A working conference for faith-based asset owners was an action-oriented, information-rich online event. Read our news story on the event, or catch up on the topics and speakers by looking at the agenda below.
QUICK GUIDES TO THE MEMBERSHIP PROGRAMME AND MEMBER PORTAL
Click below to watch our 2-3 minute animations introducing FaithInvest's Membership Programme and our Member Portal, a private, safe space for engagement and collaboration.
ABOUT THE MEMBERSHIP PROGRAMME
ABOUT THE MEMBER PORTAL
MEMBERSHIP PROGRAMME IN MORE DETAIL
The Member's Portal is an online, members-only protected space where members interact with each other. It 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.
The Manager Database shares information on asset managers that is aimed to 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.
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.
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.
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.
Affiliation to a faith or belief tradition that is recognised by FaithInvest
Commitment to develop faith-consistent guidelines for your organisation (not applicable to networks)
Agreement to share appropriate information about your organisation which will allow us to curate services which are suitable to your needs
There is currently no fee to join FaithInvest.
We originally planned to charge 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 2022.
When fees are charged, any smaller organisations which may require assistance should discuss this with us.
MEMBERSHIP TERMS AND CONDITIONS
HOW TO JOIN
Complete a membership enrolment form
Download our Member Code of Conduct
Download our Membership Terms and Conditions.
MEMBER CODE OF CONDUCT
FaithInvest requires all members to sign up to the following Code of Conduct.
Demonstrate integrity, honesty and ethical and appropriate behaviour in all business, professional and related personal activities.
Follow all applicable laws, regulations and professional conduct standards.
Respect the privacy of all members and do not re-post Member Portal discussions on other platforms. Members who share internal opinions of other members (with attribution) will be removed from the Portal community.
Maintain confidentiality and not reveal confidential information unless required by law; or use confidential or privileged information to your own advantage or that of a third party.
Be transparent about any special relationship, business interest or conflict of interest, and make FaithInvest aware where such a conflict may exist (email email@example.com).
Helping the faiths engage with and inspire the investing world.
Helping the investing world navigate and support the faiths.