Catholic-Based Value Investing
At InvestingForEternity.com, we hope all Christians will begin to embrace investing with Catholic values, to see it as a necessary part of putting God above ourselves and the possessions that we steward for him. We believe there are persuasive reasons to use Catholic-based investing, and they include both moral and economic reasons. Research is now also consistently showing that using Catholic-based criteria in investing does not have a negative effect on performance. Instead, research is suggesting that the relationship tilts more heavily towards out-performance.
A recent report by Mercer Research reviewed 36 academic studies on the relationship between using Catholic-based criteria in the investment process. They found that 83% of the studies concluded that the relationship was neutral or positive. The point of these findings is that market opportunity exists for those advisors confident enough to present the data to investors, and to open the conversation in the same way the advisor opens conversations about inheritance, giving, debt, and other topics that are critical to providing wise counsel.
✓ Moral Integrity
Investments aligning with your faith and values compatible with Fiduciary responsibility
✓ Family Pride
78% of the US population identifies as Christian with the next generation reaching their investing years
Don’t have to sacrafice financial potential for pro-family beliefs.
What is Investing for Eternity?
CATHOLIC VALUE INVESTING
We view the concept of Catholic value investing as investing that seeks to please and glorify God as a vital act of worship. In an effort to worship God through the investment selection, Catholic-based Investing is an investment decision making process that applies Christian values to issues facing shareholders and stakeholders regarding moral, environmental, social, corporate governance, and applicable Biblical principles. This coupled with traditional financial analysis provides a platform for investment decisions that allows us to view our role as stewards of God’s gifts to us and also respect the foundational beliefs of our shared Christian faith.
Why Investing for Eternity?
ENGAGING IN CATHOLIC VALUE INVESTING
We believe that Catholic value investing is a credible and more integrated approach to investing, one that more closely aligns wealth accumulation with our ideals as Christians. What most investors don’t know is the wide availability of investment products that can meet this desire, and the performance of those products. Most investors still rely on wise financial counsel in how their money is managed, and don’t know how to ask for their money to be managed in this way.
Aligning with your faith and values
With about 78% of the U.S. population identifying as Christian, the majority of the total population then would like to align their investments with Christian values. This viewpoint is growing with the next generation of Millennials reaching their core investing years. Millennials are even more committed to an integrated view of their work, money, and beliefs.
Is Catholic-value Investing compatible with Fiduciary responsibility? The short answer is yes! Catholic-value investing is compatible with fiduciary responsibility. USSIF has provided a useful short answer on the question of fiduciary responsibility and the use of values in the investment decision making. Read it here.
What the BRI Market is estimated at, but that’s only 18% of the potential market size which is estimated to be around $8.4 trillion
Percent of Millennials interested in ESG, and 87% say they would stay with or move to an advisor who communicates about BRI