FOR PEOPLE AND PLANET
Our goal is to
empower the faiths to
use their investments
to make a positive
impact on the world.
WHAT WE DO
FaithInvest provides a network for faith-based investors. We are a source of education, exchange and collaboration and a platform for investment ideas, opportunities and concepts. We are a voice for the faiths and values-driven investors and a bridge between the religious and the wider financial worlds.
FaithInvest works to accelerate values-driven investing by faith groups – and,
in the process, expand the scale and impact of the Financial Third Sector.
THE EMERGING FINANCIAL THIRD SECTOR
Faith-based investors are at the heart of a new and emerging category of investors: the Financial Third Sector. Third sector organisations are those which are neither public sector nor private sector but instead are
not-for-profit, charity, community or voluntary groups.
They are typically values-driven and motivated by the desire to achieve social goals rather than solely accumulate profit.
Likewise, members of the Financial Third Sector – including religious fund managers focused on aligning their investments with their organisation's beliefs and values – seek to achieve environmental and social benefits through their investments, rather than merely, or even primarily, a financial return.
WHAT WE DO
We empower the faiths to develop values-driven investment policies consistent with their beliefs and values.
We act as a bridge between religious investors and the wider financial world (especially socially responsible finance).
We help develop pipelines of potentially investable projects, generated from within the faiths or from our wider network of secular partners.
We organise events for members and a wide range of partners to collaborate and grow faith-consistent investing.
WHAT WE DON'T DO
We are not fund managers.
We do not make investment decisions for the faiths.
Instead, we help the faiths to implement their own ethical investment policies in line
with their own core beliefs
GUIDE TO DEVELOPING FAITH-CONSISTENT INVESTMENT GUIDELINES
FaithInvest supports faiths in developing their own faith-consistent investment policy guidelines, based on their beliefs and values. Having a guide is a condition of membership of FaithInvest.
ZUG GUIDELINES TO FAITH-CONSISTENT INVESTING
The Zug Guidelines, published in 2017, outline the investment priorities for dozens of traditions from eight of the world's major faiths, alongside the ethical rationale for their decisions.
FAITH LONG-TERM PLANS ON THE ENVIRONMENT
Faiths are developing long-term plans on how they will manage their assets, investments and influence to drive practical action on climate change, biodiversity and the environment.
FAITHS & UNDP'S GREEN ENTREPRENEURSHIP MOOC
FaithInvest developed three faith 'lenses' for UNDP's Green Entrepreneurship Massive Open Online Course – the first time faith values have been included in a UN course.
WHY IS FAITHINVEST NEEDED?
There are clear differences between faith groups, and between the faith traditions within faith groups. For example:
The faiths' needs and expertise in investments vary widely, with some faith groups employing highly professional faith investment groups and others lacking any experience in the financial markets.
Some faith groups have a clearly defined their investment priorities while others have simple exclusionary portfolios.
Wherever they are in terms of experience and expertise, most faiths believe they can improve their values-based investment practices.
Our mission is to help the faiths – at all these different levels – to develop or refine their faith-consistent investment priorities and expand their values-based investing.
CHALLENGES FOR THE FAITHS
The faiths are good at not investing in industries they are against, such as tobacco or the arms trade. However, many have not clearly defined what they do want to invest in, in order to achieve the positive impact they seek in our world.
Other challenges include:
The non-transparency around assets and investment programmes in many faiths both weakens the potential impact and complicates delivery of solutions.
It is difficult to develop common 'product', possibly confusing messaging to business and government entities.
These challenges run the risk of reducing the power, impact and leadership capabilities of some of the faiths in the world of values-based investing.
FaithInvest was established
to address some of these challenges. At the most
basic level, we aim to bring the faiths together as collaborative partners in the drive towards investing in the positive impact they seek
in our world today.
Helping the faiths engage with and inspire the investing world.
Helping the investing world navigate and support the faiths.