1. Credit Suisse Christian value funds
Presented by
Saisai Chen (Emilia)
Nicole O'Donnell
Katie Oliver
Emilia

2. Emilia

3. Introduction
Emilia

4. background
Income level rise drives the need for new investment opportunities
Ethical investing becomes a hot topic
Even ethical investing can be unethical
Emilia

5. analysis
Katie

6. Political
Tech
PESTEL
Economic
Environmental
Katie
Social
Legal

7. Political Tech Legal Social Heavy investment in bonds
Political campaigning
Political
Tech
Economic
Environmental
Katie
Social
Legal

8. Political Tech Legal Social
“Economies of all nations go through a cycle”
Economic boom
Political
Tech
Economic
Environmental
Katie
Social
Legal

9. Political Tech Legal Social Influence of religion Aging population
Economic
Environmental
Nicole
Social
Legal

10. Political Tech Legal Social Online banking
Social media and other marketing platforms
Political
Tech
Economic
Environmental
Emilia
Social
Legal

11. Political Tech Legal Social Higher income levels
Consciously investing in SRI
Political
Tech
Economic
Environmental
Emilia
Social
Legal

12. No regulation in place to protect investors
Political
Tech
Economic
Environmental
Nicole
Social
Legal

13. Political Tech Legal Social Main takeaway
The industry of investment and mutual fund management is constantly growing, but it’s risky business.
Political
Tech
Economic
Environmental
Nicole
Social
Legal

14. S W O T
Katie

15. W O T Strength Reputation of ethical investing Pro-life Root of SRI
Do not support weapons, drugs or alcohol
Thorough investigation
Sustainable W O T
Katie

16. S O T Weakness Do not support the use of contraception
Long term investments
Non adherence to their own criteria
Lower returns
Non-responsive
Impossible standards
GES data not always current O T
Katie

17. S W T Opportunity Constant media attention and political campaigning
Huge growth areas, i.e., healthcare T
Emilia

18. S W O Threats Broad definition Other SRI funds Conventional funds
Emilia

19. S W
Main Takeaway
The Christian Value Fund is risky, contradicts some of Ms. Hildebrandt’s beliefs, and has mixed reputation, while other options seems optimal. O T
Emilia

20. Alternatives
Emilia

21. Alternative #1 Christian Value Fund
Backed up by the Catholic Church
Many critics
Non-responsive
Emilia

22. Alternative #2 Islamic Funds
One of the most significant religious funds
Purification process for the earnings
does not comply with Ms. Hildebrandt’s personal beliefs
Emilia

23. Alternative #3 Other Christian Funds
Largest faith based fund
Ethical investments
Supports the Presbyterian Church
Katie

24. Alternative #4 mixture of different types of investments
Bonds and money market: low profit but non- controversial
Conventional funds with ethical guidelines
Nicole

25. Low Controversy Ethical Standards High Return Low Risk Decision Matrix
Decision Criteria
Ethical Standards
Low Controversy
Low Risk
High Return
Nicole

26. recommendation
Nicole

27. Recommendation
Phase 1: Keep
Phase 2: Invest
Phase 3: Track
Nicole

28. conclusion
Katie

29. conclusion
For Ms. Hildebrandt, mixture of multiple types of investment is recommended
Lack of regulations makes investors vulnerable
Companies should do business ethically
Katie

30. Thank you!

31. References
Ashworth, D. (2015, September 24). How an Economic Cycle Can Impact Mutual Funds. Retrieved from Market Realist:
Bank of Canada. (2016, Feb 29). Inflation Rate Calculator. Retrieved from Bank of Canada:
Boundless. (2016, March 02). Why Governments Intervene In Markets. Retrieved from Boudless: and-demand-3/government-intervention-and-disequilibrium-49/why-governments-intervene-in-markets /
Business Dictionary. (2016, March 02). What is a bond? Retrieved from Business Dictionary:
Global News Staff. (2016, Feb 29). 5 Things to Know About Interest Rate Right Now. Retrieved from Global News:
Royal Bank of Canada. (2015) Canadian Responsible Investment Trends Report. RBC.
Trending Economics. (2016, Feb 29). Trending Economics| Indicators|196 Countries. Retrieved from Trending Economics:
Tutor2U. (2016, March 02). Government Intervention in Markets. Retrieved from Tutor2U:
Wesley, D. (2009). The Credit Suisse Christian Values Fund. Northeastern University.

32. Questions?

33. Questions?