Faith-Based Investment Screening
1. Look for funds or ETFs that:
- Avoid industries like:
- Abortion
- Pornography
- Human trafficking
- Predatory practices
- Emphasize biblical values such as:
- Human dignity
- Family
- Integrity
- Screening Tools Designed for Faith-Based Investors:
2. Use ESG/SRI tools as supplementary screens
Environmental, Social and Governance (ESG) or Socially Responsible Investing (SRI) data can help flag companies involved in activities inconsistent with biblical values:
Tip: ESG/SRI screens are helpful, but biblical investing screens are typically more specific, look for companies that align with values like protecting life, promoting honesty, integrity, and avoiding industries like abortion, pornography, gambling, and excessive debt practices.
3. Steps to Screen Your Portfolio
Review your current portfolio:
What percentage aligns with my values?
What feels misaligned?
What tradeoffs am I comfortable with?
① List your current investments
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② Run a biblically responsible screen
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③ Supplement with ESG/SRI data
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④ Review fund holdings
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⑤ Make informed changes
4. Additional Considerations
- Some tools allow customized screens based on your specific values
- Consider consulting with a financial advisor prior to implementing a strategy on your own
Strategic Stewardship
Helping investors steward resources with wisdom, clarity, and conviction
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