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"Rachel’s consulting was like pressing the fast forward button on implementing Faith-Based Investing in my practice."

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2022 Faith-Based Funds List

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Comprehensive list of all Faith-Based Mutual Funds and ETFs – includes screening categories by fund family, using the Avoid, Embrace, Engage framework.

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Investing Scriptures

Free Resource

Verses to shape our thinking on investing as Christians

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Denver Institute for Faith & Work’s “A Guide for Advisors” by Chad Hamilton

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A comprehensive training curriculum for advisors seeking to learn about faith-based investing.

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Jeff Haanen’s “A Manifesto for Financial Advisors”

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A comprehensive training curriculum for advisors seeking to learn about faith-based investing.

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Eventide Values Inventory

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Use this tool to get to know your client and open a deeper level of communication, but be careful that you don’t over-promise in terms of customization. The process will need to be repeatable and sustainable for you.

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THE FAITH-BASED INVESTING ARSENAL

Obtain nearly everything you need to integrate values-aligned investing into your practice from our arsenal of resources plus 5 hours of 1:1 coaching support.

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Values-Based Visual Aid

FBI Arsenal Resource

Use a simple picture to describe the “Double Bottom Line” of pursuing both financial and social returns

Screening Tools Overview

FBI Arsenal Resource

There are 3 main databases that specifically look at faith-based issues, such as abortion and pornography, that aren’t covered by ESG research

Conversation Starters

FBI Arsenal Resource

A curated list of some of the best ways advisor bring up this topic to their clients, even if they’re not sure of the client’s faith or personal values

Additional Advisor Resources

FBI Arsenal Resource

Faith-Based Investing Reading List and ways to learn more and find community

Sample Investment Philosophy & Process

FBI Arsenal Resource

Having a documented process can increase client confidence and address any questions from compliance regarding a particular holding or transaction. Take our sample and make it your own.

Sample Values-Based Models

FBI Arsenal Resource

Our sample models are not investment recommendations. Rather, they are meant to give you a sample, from an objective 3rd party, of how real clients are being served today with the faith-based funds currently on the market.

Sample IPS Language

FBI Arsenal Resource

Adding a few short sentences to your existing Investment Policy Statement can provide the right disclosures and help ensure you meet your fiduciary duty.

Agenda Template

FBI Arsenal Resource

Successfully rolling out FBI to your clients ideally includes adding this topic to every review meeting. Our agenda template keeps it on your radar so you don't forget.

Eventide Investment Ideals

FBI Arsenal Resource

This is a 3rd party resource available free from your Eventide wholesaler.

However, we use it a bit differently and get a lot of mileage from this simply piece. We'll be sure to go over it in your coaching sessions.

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