Faith-Based Investing: Recent Episodes
GuideStone Funds
How do advisors go about integrating their faith into their investment practice — and at what cost? Tune in monthly to hear from GuideStone Funds® as we dive into a multitude of topics, discussing the upside of faith-based investing and myth-busting several concepts along the way. If you want to learn more about how your clients’ Christian values can be paired with traditional investment strategies without compromising their beliefs in order to invest their money wisely, then this is the podcast for you.
Investment Considerations: Investing involves risk, including potential loss of principal. There can be no guarantee that any strategy (risk management or otherwise) will be successful.
You should carefully consider the investment objectives, risks, charges and expenses of the GuideStone Funds before investing. A prospectus with this and other information about the Funds may be obtained by calling 1-844-GS-FUNDS (1-844-473-8637) or downloading one at GuideStoneFunds.com/Funds. It should be read carefully before investing.
GuideStone Funds are distributed by Foreside Funds Distributors LLC, not an advisor affiliate. Foreside is not a registered investment adviser and does not provide investment advice.
Listen in as David Spika, Chief Investment Officer, and Will Lofland, Director of Investments Distribution, explore investors' growing interest in faith-based investing.
Will Lofland and Brandon Pizzurro, Director of Public Investments, talk about the origins and mission of GuideStone’s impact investing strategies.
In this episode, listen in as Will Lofland and Dr. Hance Dilbeck, President of GuideStone, share an in-depth look at what Scripture teaches us about wealth.
Learn More about impact investing at GuideStone: https://www.guidestonefunds.com/Impact
Learn More about impact investing at GuideStone: https://www.guidestonefunds.com/Impact
Faith-Based Investing - A Guide For Financial Advisor: https://denverinstitute.org/faith-based-investing/
Links/ Citations:
Eagle Venture Fund: www.eagleventurefund.com
Faith Based Investing: www.faithbasedinvesting.co
Faith-Based Funds in the top-10% of their peer group: https://www.morningstar.com/funds/xnas/etnhx/quote https://www.morningstar.com/funds/xnas/mviax/quote https://www.morningstar.com/funds/xnas/ggbfx/quote https://www.morningstar.com/funds/xnas/tphix/quote
Christian Investment Forum Study: https://christianinvestmentforum.org/2017/03/03/summary-bri-funds-performance-study/
Deloitte 2030 Purpose: Good business and a better future (2017) and Business & Sustainable Development Commission (2017)
Responsible investing: https://www.forbes.com/sites/zachconway/2019/04/02/socially-responsible-investing-has-a-politics-problem/#56a5a7117140
Investing to match with values: TIAA-CREF Survey of Retirement Plan Participants 2014
$2-3 Trillion Addressable Market Estimate: (https://www.fool.com/investing/2018/03/11/how-big-is-the-stock-market.aspx). The USA market is 63% of the MSCI (https://www.msci.com/developed-markets). Roughly 25% of Americans are evangelical Christians (https://en.wikipedia.org/wiki/Evangelicalism_in_the_United_States).
Completing Capitalism https://www.amazon.com/Completing-Capitalism-Heal-Business-World/dp/1626569274
Firms of Endearment: https://www.amazon.com/Firms-Endearment-World-Class-Companies-Passion/dp/0133382591/ref=sr_1_1?
The Good Jobs Strategy: https://www.amazon.com/Good-Jobs-Strategy-Companies-Employees/dp/0544114442/ref=sr_1_1?keywords=The+Good+Jobs+Strategy&qid=1579806283&s=books∣=A3T7DQBB0CKEM6&sr=1-1
- Rob West – How do Kingdom Advisors properly capitalize on the intersection of faith and finance? by GuideStone Funds
- Loran Graham - What is holding advisors back from choosing faith-based investments? by GuideStone Funds