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 mission.
A primary role for an investment consulting firm is to perform due diligence on the products, managers, and strategies that are utilized in an investment portfolio. Managers should be evaluated both qualitatively and quantitatively. That should include an assessment of whether they can construct a faith-based portfolio. An example would be a manager who can screen out “sin” stocks – those involved in the abortion or pornography businesses, for instance. Positive screens might selectively include companies that are deemed to be pro-family and pro-religious rights.
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