FOR PEOPLE AND PLANET
Our Working Groups offer members the opportunity to work together on a number of issues. Find out more about the working groups below. Starred groups (*) are proposed groups that will be started if there is interest from our members.
FAITH-CONSISTENT INVESTMENT PLANS, POLICIES & GUIDELINES
This working group will focus on:
helping asset owners root their investment policies and guidelines in faith-based principles
designing solutions to help asset consultants, managers and other service providers better signal the alignment of their services and solutions to faith consistent investing principles which address the specific and differing needs and aspirations of each different faiths and faith traditions.
This working group will focus on sharing Asset Manager information, and information on other key service providers.
This aims to create:
A database of managers and strategies known to our members with some basic information about each manager.
An ability for FaithInvest to match members with specific searches or interests with other members active in the same space.
An ability for FaithInvest to create outreach efforts to managers for specific needs or concerns.
SOLVING FOR SMALLER INVESTORS, (COMMINGLED SOLUTIONS)
This group will focus on a long-term project for creating infrastructure that allows reasonably quick and cheap solutions for smaller asset managers who wish to have the benefit of discretionary investment choices which are they are normally restricted from. At the simplest level, we will aim to create an environment where popular strategies or managers can be accessed quickly and simply by many members. At a more complex levels, we may aim to create vehicles that allow the faithful to invest side-by-side with the faiths, i.e. the construction of commingled vehicles for our members.
This project will entail:
Defining the needs and goals.
Interacting with existing commercial platforms – perhaps with support from existing members already using similar services.
This working group will focus on a project leveraging a pre-existing project started by one of our members to try to support the creation of a Buddhist / Sikh / Hindu oriented investment vehicle.
This working group will focus on real estate both as an operating asset and as an investment option. Many faith-based organisations control 'operating real estate' (as opposed to investment real estate) in the shape of houses of worship, hospitals, schools, etc. This is unique to the faith community. Some faith groups have begun projects that lever that real estate to further community impact – often in coordination with their investment goals and plans.
This group aims to:
Facilitate the exploration of work already done in this space.
Determine the potential for future expansion and greater impact.
IMPACT INVESTING – DISCOVERY, DILIGENCE AND A PROGRAMMATIC APPROACH; POTENTIAL FUND-OF-FUNDS
This working group will cover the high priority high complexity area of Impact Investing looking at discovery, diligence and a programmatic approach, with a focus on the particularly challenging areas of specialised due diligence and difficulty in building scale. One proposed approach might be an effort to create fund-of-fund structures in this area – specifically tuned to the Faith Community.
This working group will
Craft best practice for a programmatic approach to Impact Investing.
Better define how to make fund-of-funds propositions work.
Facilitate an exploration of what can be done to meet this priority.
This working group will explore ethical banking by identifying services, certifications and service providers, delivery methods and trends.
The group aims to:
Document sustainable banking use and needs specific to faith-based organisations.
Support members on implementing relevant sustainable banking relationships and services.
Encourage banking service providers to engage faith organisation needs.
This group will support faith groups and their investment committees beyond direct investments, including helping investment staff educate and ‘bring along’ Boards and Trustees, and help organisations new to investing and asset pools structure their efforts.
BRIDGING PHILANTHROPY AND INVESTMENT*
This working group will explore how to support philanthropic and investment teams to drive more impactful investment. e.g. concessionary tranches in philanthropy to enable investment in non-concessionary tranches.
If you are interested in any of these working groups, please contact us.
Helping the faiths engage with and inspire the investing world.
Helping the investing world navigate and support the faiths.