There are increasing opportunities for everyday investors to invest in mutual funds and ETFs that seek to provide kingdom impact alongside market-rate returns. Some of these funds may deploy a negative screen strategy by actively working to exclude investments that go against Biblical values (e.g. gambling, adult entertainment, abortion). Other funds may incorporate positive screens which look like investing in or over-weighting companies that actively promote redemptive practices.
Below are a few of the mutual fund and ETF providers in the industry that explicitly identify as faith-aligned firms. This is not an exhaustive list of companies or funds, nor are these investment recommendations. It is also important to keep in mind that there are also many secular fund families and asset managers with Biblically Responsible funds, Separately Managed Accounts (SMAs), or other solutions you might be able to consider. Be sure to research possibilities with your financial advisor or investment professional.
This is just a place to start. Learn more below and on these firm’s websites, and consult your advisor along the way. Most importantly, get on your knees and invite God into your stewardship journey.
Faith Driven Mutual Funds and ETFs
Sovereign’s Capital
Go beyond negative screening by investing in companies with exceptional cultures that enable employees to flourish. Sovereign’s Capital invests in public companies led by faith-driven CEOs that are seeking performance and impact.
Eventide
Eventide Asset Management, LLC, is a Boston-based investment adviser pursuing “investing that makes the world rejoice. Founded in 2008, Eventide’s vision is to serve individuals, financial advisors, and institutions by seeking to provide high-performance investments that create compelling value for the global common good.
Crossmark Global Investments
Crossmark offers Steward Mutual Funds, which utilizes a proprietary screening process that provides investors with competitive investment returns without compromising personal convictions. Crossmark Global Investments is an innovative investment management firm founded in 1987 and headquartered in Houston, TX. 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.
Guidestone Financial
Since Guidestones beginning in 1918, the company has existed to serve those who serve the Lord "with the integrity of our hearts and the skillfulness of our hands.” Guidestone is committed to equipping ministry-minded individuals, churches, mission-sending organizations, universities, hospitals and other ministries with solutions and services that promote financial, health and spiritual wellness — all while honoring the Lord.
Timothy Plan
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.
Vident Funds
Principles–Based Investing is an investment decision–making framework that combines timeless wisdom, sound knowledge of economies and investments, rigorous global research, and an in-depth evaluation of risk dynamics. This framework is the underlying philosophy which guides decisions and the foundation of Vident’s investment process.
Praxis Mutual Funds
Praxis Mutual Funds is the mutual fund family of Everence Financial, a comprehensive faith-based financial services organization helping individuals, organizations and congregations. 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.
Inspire
Inspire believes you should be proud of the investments you own. That means investing in quality companies from both a financial and values-based perspective. Inspire seeks out above average, “best in class” companies in redemptive categories and also carefully screens out companies with activities counter to biblical values.
One Ascent
OneAscent Investments is a registered investment advisor that manages a variety of Values-Based investment strategies designed to help investors live aligned with what they value most. OneAscent's broad suite of investment solutions includes Funds, Turnkey Models, Individual Strategies and Retirement Portfolios that combine a disciplined investment process and a commitment to Values-Based Investing.
Ronald Blue Trust Access Portfolios
Ronald Blue Trust advisors apply technical expertise and biblical wisdom to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. The Ron Blue Trust Access Portfolios are Separately Managed Accounts (SMAs) that offer clients solutions tailored to their personal goals and values. These tax-efficient customizable portfolios offer many advantages, including opportunities for corporate engagement through proxy voting and representation in the boardroom. If desired, this solution also allows investors to exclude companies from their portfolios using a menu of values-based screens. This is all possible via a technique called Direct Indexing which transitions a portfolio to hold fewer funds and more individual stocks.
Knights of Columbus
With a commitment to the socially responsible investment guidelines set by the United States Conference of Catholic Bishops (USCCB), KOC offers clients a way to invest with integrity, assured that their funds are invested with companies committed to sound ethical, environmental, social, and corporate governance practices. That's how they provide "value with values"-- by helping clients grow their future with faith-based investing.
Ave Maria
Ave Maria Mutual Funds is a U.S. mutual fund family that targets clients interested in financially sound investments in companies that do not violate certain religious principles of the Catholic Church
Faith Investor Services
Aligning investment portfolios with religious values. Faith Investor Services is committed to driving positive results – for the firm, for its people, and for its clients. FIS believes that having the best team positions them to meet the needs of its clients, and to have the best team, its people must bring a range of perspectives to the table and reflect the diversity of the communities where we live and work.
Please consult your financial professional before making investment decisions. Nothing on this website shall constitute or serve as an offer to sell products or services. For informational purposes only. All information is given in good faith and without warranty and should not be considered investment advice or an offer of any security for sale.
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