Our 3rd deep dive into our Good Intentions 2026 study was full of practical advice
- Susie Weldon
- Jul 12
- 2 min read
Our third deep dive into our Good Intentions 2026 study was an immensely practical session, packed with useful advice for faith-based asset owners. And in case you missed it, we have uploaded the recording to our Good Intentions page, along with the first two webinars.
The third deep dive focused on issues that the study – a data-driven analysis of 275 faith-based investment policies – found lay at the heart of some significant gaps in faith-consistent investing (FCI). They are:
Governance & Decision-making
Stakeholder Communication
Education & Expertise Requirements
These subjects were Criteria 5, 6 and 7 in our 10-point FCI Assessment Framework, which we'd used to analyse the 275 publicly available faith-based investment policies.
As study co-author Catherine Devitt explained: "They involve who in your organisation is responsible for making sure your investments reflect your values, whether they have what they need to do that well, and how you communicate your approach to the people you serve."
When it came to how each of the three criteria performed across the dataset in our analysis, Governance scored 2.9 out of a possible 5, Stakeholder Communication scored 2.2 out of 5 and Education and Expertise scored just 1.4.
"Governance, the structures that faith organisations put in place, is actually the strongest area overall," Catherine said. "But having a structure is not the same as having a faith-integrated process. And the moment you move from structure to capability, to whether the people inside that structure are equipped and whether anyone outside that structure is told what's happening, that picture changes considerably."
In case you missed the webinar, or would like to see it again, we've uploaded it to our Good Intentions 2026 page (along with webinars one and two), or you can watch it by clicking below.
This was an immensely practical session, with Catherine and co-author Dave Zellner discussing the ways in which faith organisations could strengthen these areas, sometimes with quite simple steps and including key questions that faiths could ask their asset managers. So useful, in fact, that participants asked us to compile a list of the practical steps and questions discussed during the webinar.
We've also added links to a post we wrote on faith-based due diligence questions, as well as to the paper on faith-based investment governance, which we produced in February 2024 with NEPC. You download all of them below.
Visit our Good Intentions 2026 page to find out more, watch the other webinars and download the 104 page study or a 12-page summary.
