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FOR PEOPLE AND PLANET

OUR SERVICES

We work with faith groups and faith-based asset owners of all sizes, geographies and sophistication of investment portfolio to help them achieve their faith-consistent investing goals. Find out how we can support you in aligning your values and investment polices. 

 

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OUR SERVICES AND BENEFITS

As a not-for-profit organisation serving religious groups and faith-based institutional investors, FaithInvest supports faiths, of all sizes, geographies and sophistication of investment portfolio, to invest in line with their values through a range of free-to-access benefits and services. We also provide a menu of services for which a fee is required.

FREE-TO-ACCESS SERVICES 
  • We promote faith-consistent investing (FCI) globally to grow the scale and impact of values-driven investing.

  • We offer faith-based asset owners the opportunity to join a network of like-minded organisations making allocation and investment decisions in line with their faith values.

  • We carry out free initial assessments of faith-based organisations' Investment Policies & Guidelines (IP&Gs).

  • We run an FCI Interest Group, meeting online each quarter.

  • We deliver weekly research posts on a wide range of FCI topics and a regular newsletter with updates and news on what's happening in FCI.

  • We develop research that helps faith groups deliver on faith-consistent investing.

  • We organise events and gatherings, both online and in person, bringing the FCI ecosystem together to learn and share experiences, investment ideas and opportunities.

SERVICES THAT INCLUDE A CHARGE

We offer a range of curated services for developing fully integrated faith-based investments. They include:

  • Training courses on FCI, from entry level to advanced

  • One-on-one consultative support for your FCI journey, including:

    • Investment Policies &Guidelines​

      • Applying beliefs & values

      • Drafting & revisions

      • Comparative & content research

    • Investment governance​

      • Research & guidance

    • Investment mandates

      • Design & search guidance

    • For Providers

      • Investment product / service / research development

'Our question to faith groups is: 'You're doing great things with what you get from the returns on your investments. But where you are putting your funds? The inexorable logic is that your values should affect everything you do – including where you invest your money in the first place.'

 

– Martin Palmer, Founding President, FaithInvest

SERVICES & BENEFITS
NEXT STEPS

Whether you are beginning this journey or reviewing your current policies, we can help.

  • Download our guide to developing faith-consistent investment guidelines to begin your faith-based investing journey.

  • Take a look at our other resources aimed at faith-based investors.

  • Send us your faith-based organisation's current investment policies and guidelines for a confidential free assessment.

  • Sign up to our Subscriber Network for the latest news and updates as well as early access to research and resources.

  • Join our FCI Interest group which meets online every quarter to explore issues around faith-consistent investing with other faith-based asset owners. 

  • And if you are interested in training or need specific one-one-one support, contact us to find out how we can help.

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CASE STUDY: THE ENGLISH SANGHA TRUST
How we worked with a Buddhist organisation to help develop new investment policies and guidelines.

The English Sangha Trust (EST) is a small nonprofit serving two Buddhist monasteries in England. It approached FaithInvest for support after realising its investment polices could be better aligned to Buddhist values. 

 

The EST and FaithInvest worked closely together to develop new investment policies and guidelines incorporating Buddhist values.  The 15-month project resulted in a significantly enhanced Investment Policy and Guideline (IP&G) statement, the creation of two investment portfolios, allocation of funds to new investments and new management.

Key steps included:

  • Documenting ethical investment parameters clarifying what the EST felt aligned with Buddhist principles and values

  • Creating investment screens (positive & negative)

  • Developing specific investment parameters and goals around liquidity, risk, and return

  • The creation of two portfolios:

    • One with short-term investments (reserve & capital development funds)

    • One with longer-term investments (The Samana Care Fund)

  • Research on investments that matched the requirements of both portfolios

  • Asset manager assessment and fund analysis.

When we ran the new IP&G statement through our proprietary faith-investing analytical framework, which measures the extent to which a faith’s values are reflected in its IP&Gs, it achieved the highest score.

'We had to go on a journey, and FaithInvest's role in the journey was a really critical part, giving us perspective at all steps along the way.'

– John Stevens, EST Chair of Trustees

CASE STUDY
JOIN OUR SUBSCRIBER NETWORK

Fill in the form below to join our Subscriber Network and be the first to hear about new events, workshops, research and news about our activities.

WHY JOIN OUR SUBSCRIBER NETWORK?
  • Be part of an engaged network of faith groups and faith-based asset owners working to increase their faith-consistent investing;

  • Access to our Faith-Consistent Investing Interest Group: sharing experience, expertise and best practice, meeting quarterly

  • Invitations to opportunities to learn and develop faith-consistent investment practices; 

  • Events to motivate, educate, inspire and collaborate with like-minded members of the network and the broader investments ecosystem;

  • Access to curated individual investment-related services.

Don't want to join the network but would like to receive our occasional newsletter? Click here.

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