Have you ever wondered if there is more to investing than striving to maximize risk-adjusted returns?
What if your investments could help achieve your financial goals and simultaneously reflect your personal values and convictions?
At Everence®, we specialize in assisting our clients consider these very questions through our unique stewardship investing philosophy and practices, which balance social and financial considerations and are motivated and informed by our faith convictions. Some people refer to this as Socially Responsible Investing.
HOW DOES IT WORK?
There are a variety of differing strategies, methodologies and products available depending on your personal investment goals and values-orientation. In general, this approach uses the following methods:
1. Avoid investing in companies that create products/services that do not align with a general set of shared values (e.g. tobacco, alcohol, adult entertainment, weapons, etc.)
2. Embrace the supply of investment capital to companies that create products/services that promote positive social outcomes (e.g. renewable energy, fair pay, board diversity, etc.)
3. Engage the legal shareholder right to advocate with companies owned to promote positive change within their business practices (e.g. environmental sustainability, addressing inequality, human trafficking, etc.)
By reorienting our understanding of “investing” as a supply of resources to companies with positive values as opposed to a means to simply grow our resources at the potential expense of others, we as investors can embrace our true role of stewards of what God has entrusted us.
So, I ask, what impact are your investments making in the world? And how can you take the necessary steps to align your investment decisions and values?
What if your investments could help achieve your financial goals and simultaneously reflect your personal values and convictions?
At Everence®, we specialize in assisting our clients consider these very questions through our unique stewardship investing philosophy and practices, which balance social and financial considerations and are motivated and informed by our faith convictions. Some people refer to this as Socially Responsible Investing.
HOW DOES IT WORK?
There are a variety of differing strategies, methodologies and products available depending on your personal investment goals and values-orientation. In general, this approach uses the following methods:
1. Avoid investing in companies that create products/services that do not align with a general set of shared values (e.g. tobacco, alcohol, adult entertainment, weapons, etc.)
2. Embrace the supply of investment capital to companies that create products/services that promote positive social outcomes (e.g. renewable energy, fair pay, board diversity, etc.)
3. Engage the legal shareholder right to advocate with companies owned to promote positive change within their business practices (e.g. environmental sustainability, addressing inequality, human trafficking, etc.)
By reorienting our understanding of “investing” as a supply of resources to companies with positive values as opposed to a means to simply grow our resources at the potential expense of others, we as investors can embrace our true role of stewards of what God has entrusted us.
So, I ask, what impact are your investments making in the world? And how can you take the necessary steps to align your investment decisions and values?