IP&G ASSESSMENTS
Is your investment policy an authentic reflection of your organisation's values? If not, we can help.
Faith-consistent investing aligns investment decisions with a faith tradition's beliefs and values through a comprehensive approach that transforms how you invest. Are your investment policy and guidelines (IP&Gs) fit for purpose? Do they truly represent your values? If not, we can help.
A CONFIDENTIAL IP&G ASSESSMENT SERVICE
We believe that every faith-based organisation deserves investment practices that truly reflect their faith beliefs, teachings and values.
That's why we're proud to offer a no-cost, confidential assessment service designed specifically for faith-based asset owners seeking to strengthen their faith-consistent investing (FCI) approach.
Whether you're a church endowment, religious foundation, denominational pension fund, faith-based nonprofit, or mission-driven institution, this service provides valuable insights into how well your current investment approach reflects your organisation's core values – and how it can be strengthened.
WHY IS THIS IMPORTANT?
Your Investment Policy and Guidelines (IP&G) – also known as an Investment Policy Statement (IPS) – is the formal document that outlines general rules for your portfolio manager.
As well as setting out your investment goals and objectives, it describes the strategies that your portfolio manager should use to meet those goals. It provides crucial information for your fund managers.
Our free & confidential service uses our founder FaithInvest's 10-point FCI Assessment Framework to assess how your current investment policy is performing, and comes with a roadmap for suggested improvements.
THE CHALLENGE
Governance bodies aspire to align investments with organisational values but often lack the specialised knowledge or assessment tools needed to evaluate their current policies.
Many investment policies contain vague language about values alignment, lack guidance on implementing investment decisions, or fail to translate theological principles into practical investment criteria.
This may undermine accountability, lead to decisions that conflict with faith commitments, and cause investors to miss opportunities for proactive, mission-aligned investments.
A CONFIDENTIAL ASSESSMENT SERVICE
We bridge the expertise gap with professional assessment services that demonstrate how investment policies can authentically reflect faith values while maintaining prudent asset management.
Drawing on decades of investment experience at multi-billion dollar faith-based institutions and input from over 2,500 member subscribers across diverse faith traditions, we support faith-based organisations in aligning their investments with their values.
We understand that this journey can seem complex, and we're here to help guide you through every step of the process.
Is your investment policy an authentic reflection of your organisation's values? If not, we can help.
Faith-consistent investing aligns investment decisions with a faith tradition's beliefs and values through a comprehensive approach that transforms how you invest. Are your investment policy and guidelines (IP&Gs) fit for purpose? Do they truly represent your values? If not, we can help.
Our Investment Policy & Guidelines Assessment Service provides:
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Professional evaluation – Comprehensive analysis of how well your investment policy reflects your faith values
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Three levels of evaluation:
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Our 50-point Level 1 Assessment;
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Our 75-point Level 2 Assessment
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Our 100-point Level 3 Assessment
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Expert recommendations – Specific, actionable guidance tailored to your organisation's capacity
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Implementation roadmap – Clear priorities and practical next steps for improvement
PLUS
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Ongoing support – Consultative services to help implement recommendations
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Free entry point – Level 1 assessment available at no cost to all faith-based organisations
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Fee-based Intermediate & Advanced – available for organisations ready to advance further
Interested in learning more? Download our brochure about the IP&G Assessment Service or contact us for more information.