FOR PEOPLE AND PLANET
WHAT WE DO
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 our Investment Solutions team can support you in aligning your values and investment polices.
THE INVESTMENT SOLUTIONS TEAM
FaithInvest's Investment Solutions Team is focused on mobilising assets.
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We promote faith-consistent investing (FCI) globally in order to grow the scale and impact of values-driven investing.
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We support faith groups as they make allocation and investment decisions in line with their faith values.
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We run an FCI Interest Group which meets online each quarter.
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We deliver research that helps faith groups engage with, and deliver on, faith-consistent investing.
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We organise events and gatherings bringing the FCI ecosystem together to learn and share experiences.
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We offer one-on-one interactions and other curated services for developing fully integrated faith-based investments.
CASE STUDY
How we worked with the English Sangha Trust to help develop new investment policies and guidelines.
'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
WHAT IS FAITH-CONSISTENT INVESTING?
Faith-consistent investing (FCI) is...
INTENTIONALLY aligning assets that are available to invest with what your faith community wants to achieve...
...by INTEGRATING faith beliefs, teachings and values into foundational investment governance documents and processes...
...as this ROOTS investment decisions and translates faith values into actionable investment language.
FAITH VALUES
Many faith groups share core values – for example, caring for the poor, feeding the hungry and protecting the vulnerable – which are expressed through their sacred texts and teachings.
Many also have officially approved statements or position papers on the environment, social justice, health, housing, weapons and other activities, based on their beliefs, teachings and priorities.
WHAT DO WE MEAN BY 'ASSET'?
An asset is an item or resource containing economic value and/or future benefit that is owned or controlled by an organisation. Examples include land, buildings and investments. Such assets have value to deliver future benefits, and can be used to meet debts, commitments, or to further legacies and mission.
Assets can:
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sustain (fund the organisation's existence and activities)
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be used sacrificially (grants and giving)
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be invested to spark new enterprises and new hope
WHY IMPLEMENT FCI?
Faith-consistent Investing, based on clearly stated policies and guidelines:
Expands the outcomes and influence possible by faith-based groups
Complements the good acts, grants, and positive messaging by faith groups
Clearly expresses faith organisations' commitment to their faith beliefs and values
Prevents passive or inadvertent investing against a faith organisation's values
ESSENTIAL COMPONENTS OF FCI
POLICY
Policy sets out your overarching goals and objectives as a faith organisation.
GUIDELINES
Guidelines translate the policy into investment mandates and instructions.
GOVERNANCE
Governance processes guide oversight to ensure investments stay faith consistent.
COMMUNICATION
Share your aims and investment activities with internal and external audiences.
NEXT STEPS
Whether you are beginning this journey or reviewing your current policies, we can help.
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Take a look at Our Network page to find out more about the practical FCI support we provide to faith groups and faith-based asset owners
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Download our guide to developing faith-consistent investment guidelines as well as other resources of relevance to faith-based investors.
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Sign up to our Subscriber Network for the latest news and updates as well as early access to research and resources.
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Join our FCI Interest group which meets online every quarter to explore issues around faith-consistent investing with other faith-based asset owners.
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And if you need specific one-one-one support, contact our Director of Investment Solutions Mathew Jensen to find out how we can help.
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?
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Be part of an engaged network of faith groups and faith-based asset owners working to increase their faith-consistent investing;
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Access to our Faith-Consistent Investing Interest Group: sharing experience, expertise and best practice, meeting quarterly
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Invitations to opportunities to learn and develop faith-consistent investment practices;
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Events to motivate, educate, inspire and collaborate with like-minded members of the network and the broader investments ecosystem;
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Access to curated individual investment-related services.
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