1. Investing with Excellence | Advancing Kingdom Impact
Impacting the Kingdom
Agenda and Purpose
Introduce (or re-introduce) CIF
Definition and Fundamentals of Faith Based Investing
Rationale for Faith Based Investing
Resources available to implement Faith Based Investing
December, 2018
Investing with Excellence | Advancing Kingdom Impact

2. Investing with Excellence | Advancing Kingdom Impact
To enable the integration of faith into all parts of our lives, and through that to transform our world and bring about change – in the hearts, homes, cities and world that we serve
HOW
WHAT
CIF is a Kingdom-focused investment association committed to educating advisors and investors through:
research and tools
education
communication
We strive to be an organization that enables others to advance and promote Christian Investing that impacts and transforms our world
WHY
Best in class investing
Fundamental impact
Full alignment with God’s purpose for us
Business as Blessing
CIF was formed to communicate, educate and encourage
December, 2018
Investing with Excellence | Advancing Kingdom Impact

3. Investing with Excellence | Advancing Kingdom Impact
The Christian Investment Forum is a Kingdom-focused investment association committed to educating advisors and investors by providing opportunities to bring about change – in the hearts, homes, cities, and world that we serve. We strive to be an organization that enables others to advance and promote Kingdom Impact Investing that transforms our world.
December, 2018
Investing with Excellence | Advancing Kingdom Impact

4. Investing with Excellence | Advancing Kingdom Impact
December, 2018
Investing with Excellence | Advancing Kingdom Impact

5. Investing with Excellence | Advancing Kingdom Impact
Whiteboard Videos
Jane’s BRI Moment
Kingdom Impact Investing
December, 2018
Investing with Excellence | Advancing Kingdom Impact

6. What is Faith Based Investing?
Many names, one concept
Faith Based Investing, Biblically Responsible Investing, Faith Consistent Investing, Christian Values Investing, Biblically Based Investing, Morally Responsible Investing, Faith based ESG, ….
Formal Definition – Faith Based Investing …
“… applies Christian values to investment decision making by incorporating moral and social principles into traditional financial analysis. It provides a platform for the faithful stewardship of God’s gifts on the basis of our shared Christian faith. BRI seeks to invest in and own companies that best represent those Christian values.”
December, 2018
Investing with Excellence | Advancing Kingdom Impact

7. Framework of Faith Based Investing
Screened Portfolios
Exclusionary Screening – Forming the Universe
Inclusionary Screening – Best in Class
Shareholder Advocacy
Faith based Environmental, Social, Governance
Proxy Voting, Shareholder Resolutions
Principles Based
ETFs with Christian overlay
Semi-active Index Funds with screening overlay
Kingdom Impact Investing
Intentionality
Impact (Social, Financial, Spiritual) Measurement
December, 2018
Investing with Excellence | Advancing Kingdom Impact

8. 3 Reasons – “From Why to WHY NOT?
1 > BRI is Good Christian Stewardship
2 > BRI is Good Investing Strategy
3 > BRI is Good Business Strategy
December, 2018
Investing with Excellence | Advancing Kingdom Impact

9. Christian Faith Alignment
Should my faith influence and affect actions?
Earn | Where? How? How much?
Spend | How much? Where? For what?
Invest | How much? In what? With whom? Risk?
Give | How much? Where? How?
December, 2018
Investing with Excellence | Advancing Kingdom Impact

10. Faith Based Investing is Good Christian Stewardship
Do we agree that God owns it all?
And … that we (Christian advisors and investors) are stewards?
If so, what is Good Stewardship?
Good Stewardship is aligning the strategy with the interests of the Principal
December, 2018
Investing with Excellence | Advancing Kingdom Impact

11. Investing with Excellence | Advancing Kingdom Impact
BRI is a Good Investing Strategy, comparable to widely accepted secular strategies
Includes all CIF Member Funds, including specialty sectors (35 Funds)
Un-weighted average return for funds and industry category
December, 2018
Investing with Excellence | Advancing Kingdom Impact

12. Investing with Excellence | Advancing Kingdom Impact
Results Summary
CIF Funds in composite compared favorably to the industry, both in broad equity and bond sectors, but also in specific fund categories
This affirms 3rd Party research that suggests Values Based Screening has a neutral to slightly positive relationship to performance.
“The Impact of Faith-Based Screens on Investment Performance.” The Journal of Investing, Fall 2010
“Shedding Light on Responsible Investment: Approaches, Returns, Impacts”, Mercer Investment Consulting, November, 2009
“Sustainable Investing: Establishing Long-Term Value and Performance”, Deutsche Bank, June 2012
“Optimizing Environmental, Social, and Governance Factors in Portfolio Construction”, MSCI, February 2013
December, 2018
Investing with Excellence | Advancing Kingdom Impact

13. Investing with Excellence | Advancing Kingdom Impact
Review of 2000 studies on ESG found…
“…business case for ESG investing is empirically very well founded.”
“Roughly 90% of studies found a nonnegative ESG – corporate financial performance relation…. The large majority of studies report positive findings.”
“…Positive ESG impact on CFP appears stable over time.”
“ESG and Financial Performance: Aggregated evidence from more than 2000 empirical studies” Published 15 Dec 2016
December, 2018
Investing with Excellence | Advancing Kingdom Impact

14. Christian Investing Adoption Curve
$212 B
We are Here
$8.5 trillion
December, 2018
Investing with Excellence | Advancing Kingdom Impact

15. Millennial Generation Trends
~86 million Millennials
27% of Total Population, larger than Boomers (~25%)
$41 Trillion
Identify themselves and their generation with technology integration
Less trusting of institutions, i.e. Church, Government, Wall Street
Less ‘religious’ but not less Christian
Intentional in integrating their values throughout their life
December, 2018
Investing with Excellence | Advancing Kingdom Impact

16. Save the Date
August 14th – 16th, 2019