Dear Susie ~ Here's what's been happening at FaithInvest!
As 2025 comes to a close, Dave Zellner is feeling encouraged by the continued momentum for faith-consistent investing
RECAP: Our December Forum on Evangelical approaches to FCI
FaithInvest featured in GreenMoney Journal
Reviewing your investment policy: A living document of faith in action
Growing momentum for faith-consistent investing in 2025, writes FaithInvest's Executive Chair Dave Zellner
As we close out 2025, I feel encouraged by the continued momentum for faith-consistent investing and the broader responsible investment community.
This year has seen an increase in faith-aligned investment options. New funds, screening tools, and platforms are helping faith-based asset owners more effectively invest in line with their values.
The investment industry is taking notice, and that attention is translating into real products and services that make faith-consistent investing more accessible than ever.
The numbers demonstrate increasing commitments to a sustainable world. Global investment in clean energy reached $2 trillion in 2024, doubling the level directed toward fossil fuels.
Community Development Finance Institutions have seen their assets surge by 615% since 2014, now nearly a half a trillion dollars toward microfinance, renewable energy, and affordable housing. In Asia-Pacific, ESG-focused ETFs are growing at 10% annually and expected to reach $50 billion this year. These figures represent capital being deployed to build a more sustainable economy.
Fascinating and inspiring FCI Forum on Evangelical Christian approaches to faith-consistent investing
We had a wonderful Quarterly FCI Forum this month focusing on Evangelical Christian Approaches to Faith-consistent Investing with guest speakers from Sovereign's Capital, a leading provider of capital and strategic partnership to companies and funds led by faith-driven teams with the potential for outsized returns and impact.
Our guest speakers were Jake Thomsen, Managing Partner, Venture Capital, who addressed the ways Biblically-centered companies come into being and grow, and Matt Monson, Partner and Portfolio Manager, who discussed how the Equity team at Sovereign's Capital invests in public companies led by faith-driven CEOs seeking both performance and human flourishing.
Our two presenters provided powerful examples of how faith values can inform not only the early stage founding of companies from a wide range of industries but also how the faith-based nature of such organizations can persist once they become larger, publicly traded companies.
FCI and Real Assets (including real estate, land, infrastructure). Details coming soon!
FaithInvest report featured in GreenMoney Journal
The highly regarded GreenMoney Journal has published a feature on our recently revised and greatly expanded publication, From Faith Values to Investment. The feature describes the report's comprehensive overview of faith-consistent investing (FCI), including case studies and essential steps for establishing an FCI programme.
It describes the current investment landscape for FCI, in which assets in faith-based exchange-traded and mutual funds hit $100 billion for the first time last year, jumping by 14% in the 15 months leading up to June 2024.
This growth reflects ‘a significant change in attitudes’ towards faith-based investing since it was founded in 2019,’ says FaithInvest Executive Chair Dave Zellner.
‘Every dollar aligned with faith values becomes a force for positive change. This combination of values, financial influence, and institutional independence positions faith organisations to lead in shaping a more just, sustainable, and values-driven economy’
– Dave Zellner
Review your investment policy regularly to turn it into a living document of faith in action
At this year’s Association of Provincial Bursars Annual Conference, FaithInvest's Catherine Devitt asked attendees to raise their hands if they had reviewed their investment policy in the past twelve months.
Around two-thirds of hands went up. It was a heartening sign. But it also prompted a deeper question: what does it actually mean to 'review' your investment policy?
For faith-based organisations, reviewing an investment policy is not only a governance obligation. It can provide a moment of reflection and a chance to ask whether your investments continue to tell a faithful story about who you are, what you value, and the kind of world you seek to help build.
In other words, it is an opportunity to turn your investment policy into a living document of faith in action.
Every other week, the FaithInvest team posts on issues around faith-consistent investing on our FCI Research Posts page. In case you missed them, here is a selection of recent posts.
We offer faith-based organisations a free and confidential Investment Policy & Guidelines assessment service to see how well their values are reflected in their IP&Gs. Check it out!
FaithInvest, c/o Stone King LLP, Boundary House, 91-93 Charterhouse Street, London, England EC1M 6HR, United Kingdom, +44 (0)1749 870057
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