Posts Tagged ‘Richard Todd’
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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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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