Our 2024 Annual Report: A busy year of change and consolidation
- Susie Weldon
- Oct 28
- 2 min read
2024 was a year of change and consolidation for FaithInvest, as we outline in our newly published Annual Report. We navigated leadership transitions, sharpened our focus on what faith communities most practically need, and kept building the bridge between faith beliefs and investment decisions.
'That image of a bridge has long guided our work because it is what we seek to be: a trusted span between values and action, between faith communities and the financial world,' writes Executive Chair Dave Zellner in his foreword.
'Just as last year’s foreword highlighted the rise of a vibrant FCI ecosystem, this year we see that ecosystem maturing – more peers learning from one another, more concrete changes to policies, mandates and manager dialogues,' he adds.
'We see growing appetite for serious policy language that puts beliefs at the “front door” of investment guidance; stronger engagement among faith-based asset owners – and a circle of partners ready to build practical pathways from values to portfolios and, importantly, to outcomes for people and planet.'
To support this growing movement of faith-consistent investing, we kept our focus firmly on our core priorities throughout the year.
We ran three cohorts of Faithful Finance, our introductory training for aligning investments with faith values, equipping nearly 100 participants to engage in faith-consistent investing with clarity and confidence.
Our quarterly FCI Forums more than doubled in membership, giving asset owners a regular, candid space to share what’s working and what isn’t. We completed hands-on accompaniment for several asset owners, published a widely read case study
with the Society of the Holy Child Jesus, and continued work with the Church of Scotland Investors Trust to refresh its ethical policy.
Behind the scenes, our Investment Policies & Guidelines (IP&G) assessments continued across geographies and traditions, building the evidence base for a refreshed Good Intentions report to come in 2026.
'To our trustees, funders, partners and, above all, to the faith communities we serve: Thank you,' writes Zellner. 'Together, we will keep building the bridge – carefully, patiently, and with hope – so that faith beliefs can travel into capital, and capital can serve the common good.'
Read more in our 2024 Annual report:
