Mutual Funds and ETF’S
There are increasing opportunities for the main street investor to invest in mutual funds and ETF’s that pursue making a lasting impact. Faith Driven Mutual Funds are institutions providing high-performance investments that create compelling value for the global common good. Other groups have negative screens and work to avoid investments that do not meet the Christian Values. The Christian Investment Forum and John Siverling have a tremendous amount of experience in this space and have a thoughtful video about how a faith driven approach intersects with the mutual fund space. Check out this video below that they created to outline the space. Then check out a list of groups
Faith Driven Mutual Funds
Eventide Asset Management, LLC, is a Boston-based registered investment adviser pursuing “investing that makes the world rejoice.” Founded in 2008, Eventide’s vision is to serve individuals, financial advisors, and institutions by providing high-performance investments that create compelling value for the global common good. Eventide is the Adviser to the Eventide Mutual Funds and other advisory services. Eventide manages more than $3.5 billion in net assets.
We are an Australian superannuation fund with 27,000 members and more than $1.5 billion in funds under management. Operating since 1984, we have been investing our members retirement funds ethically in line with Christian values. We are also a world leader in impact investing, with 10% of funds within investments that aim to generate both financial returns, and positive social or environmental outcomes. As an industry super fund we return all profits to members, and also have a dedicated in-house Member Care Team to best serve our members.
praxis mutual funds
As people of faith, Praxis Mutual Funds believe God calls us to be just as concerned about the impact of our investments on others as we are about the financial returns we receive. They help advisors and clients put their faith into action through financial decisions that are motivated and informed by faith convictions.
A leader in integrating values and cutting-edge impact investing strategies, Praxis Mutual Funds® offers five mutual funds to meet client needs and make a lasting difference in the world around them. Through Values + ESG screening, positive-impact bonds, corporate engagement, proxy voting, and community development investing, Praxis seeks to live out Kingdom values. Praxis Mutual Funds is the mutual fund family of Everence Financial, a comprehensive faith-based financial services organization helping individuals, organizations and congregations.
In 1994, Timothy Plan pioneered the first pro-life, pro-family screening standard. Their commitment, first to the Lord, is that they will not invest a single penny into any company that violates their screens. Selecting a mutual fund should be about more than its rate of return—it should also be morally responsible. Timothy Plan's mission is to enable you to invest in a manner that combines both of these objectives.
Timothy Plan is steadfastly committed to maintaining portfolios that do not contain the securities of any company that is promoting an agenda contrary to the teachings of scripture or is actively participating in activities that may prove destructive to our communities at large.
crossmark global investments
Crossmark Global Investments is an innovative investment management firm. They provide a full suite of investment management solutions to institutional investors, financial advisors and the clients they serve. They have a multi-decade legacy of specializing in values-based investing strategies for clients. Founded in 1987, they are headquartered in Houston, Texas and manage approximately $4.9 billion in AUA.
Crossmark offers Steward Mutual Funds, which utilizes a proprietary screening process that provides investors with competitive investment returns without compromising personal convictions.
Christian Screened Mutual Funds
Since 1918, GuideStone has been committed to serving those who serve the Lord. Their service offerings are well-diversified. They also sponsor the nation's largest Christian-screened mutual fund family — GuideStone Funds — which allows investors to align their investments with their values.
BIBLICALLY RESPONSIBLE INVESTING ETF’S
Good returns and good values are not mutually exclusive. While biblically responsible investing does not guarantee better investment returns, BRI also does not require investors to settle for lower returns. In fact, recent research from Wharton states, “The overwhelming finding is that incorporating values into investing has a slight positive relationship to performance. What is more important is this dispels the common perception that investing with values comes at the expense of pure financial returns.”
At Inspire, we believe that good returns and good values are not mutually exclusive. While biblically responsible investing does not guarantee better investment returns, BRI also does not require investors to settle for lower returns. In fact, recent research from Wharton states, “The overwhelming finding is that incorporating values into investing has a slight positive relationship to performance. What is more important is this dispels the common perception that investing with values comes at the expense of pure financial returns.”
Founded in 2008, Global X is a sponsor of exchange-traded funds (ETFs). We are distinguished by our Thematic Growth, Income, and International Access ETFs. We listen to our clients and empower them to invest wisely in unexplored and intelligent solutions.
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