Broker Check

Values-Based Investing Options

July 07, 2021

We know that many of you are concerned about some of the current events and topics that are often being discussed, such as social injustice, human rights and other issues. As each of your positions and responses to these issues typically reflect your values, there are also opportunities for your investment choices to reflect your values as well. I wanted to highlight a couple of resources that we have available to help align our clients' investments and values to minimize exposure to certain areas.

Eventide Funds – A mutual fund company that applies a value-based approach in selecting companies to invest in.  Their investment ideals help them apply filters when evaluating companies.  These Ideals include:

  • Respecting the value and freedom of all people
  • Demonstrating a concern for justice and peace
  • Promoting family and community
  • Exhibiting responsible management practices
  • Practicing environmental stewardship

This link provides more detailed descriptions and examples of categories within each Ideal:  Eventide Funds - Guide to Screening: Rationale & Methodology.

Frontier Asset Management – An institutional investment firm that we commonly use to manage equities (bonds and stocks) through mutual funds and Exchange Traded Funds (ETFs).  For clients that are interested, Frontier also offers a Christian Worldview overlay to each of their strategies to seek to include:

  • Quality of Life
  • Respect for Human Life
  • Product Integrity and Innovation
  • Support of Family and Community
  • Freedom of All People
  • Fair and Ethical Business Practices

The following link is Frontier’s brochure:  Frontier Christian Worldview 

These are a couple of many choices available if values-based investing is something that is a priority for you.  If you’d like to learn more about value-based investing or discuss possibly incorporating it into your portfolio, please schedule a phone call or meeting.