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Values Alignment In Investing By Richard Todd and Sarah Newman

Asking Questions About Values Alignment Investing is More Important Than Ever! Biblically responsible investing in the faith-based institutional world is growing as more products come onto the market, making it easier for faith-based institutions to invest in alignment with their beliefs. There are no official published screening guidelines for Protestants to follow, but most agree…

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Five Culture Tips By Richard Todd

Five Culture Tips to Christian Leaders and Their Organizations I love to ask organization leaders about their company culture. Invariably, the more successful the organization is, the more they are focused on their culture. For those that haven’t developed a strategy for their culture, the excuses are numerous: “We’re too small to care about culture,”…

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Faith-Based Portfolio Screening by Richard Todd

Faith-Based Portfolio Screening to Align with Values Faith-based organizations — churches, dioceses, religious orders, and other religious institutions – have often created portfolios for their investments assets that are aligned with their values.  It is common to see them screen out companies connected to abhorrent practices or that are involved in industries that violate their…

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Values and Investments By Richard Todd and Sarah Newman

Why Evaluate the Values of Your Investment Providers? Organizations with a strong focus on environmental concerns have not been shy about requiring that the money managers and vendors they work with hold values congruent with theirs. We believe religious organizations should likewise evaluate whether their advisors and managers are in alignment with their values and…

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