Advisor Resources
Helping Faith Driven Advisors Succeed
Make your Money Count Resources
To access these FREE Advisor Resources click the download button!
Values-Based Investing Visual Aid
Use a simple picture to describe the “Double Bottom Line” of pursuing both financial and social returns.
Faith-Based Investing Matrix
A simplified side-by-side comparison of all major Faith-Based Investing fund providers, using the Avoid, Embrace, Engage framework
Screening Tools Overview
There are 3 main databases that specifically look at faith-based issues, such as abortion and pornography, that aren’t covered by ESG research.
Fund List
Comprehensive list of all Faith-Based Mutual Funds and ETFs – includes screening categories (tab 2).
Additional Advisor Resources
Faith-Based Investing Reading List and ways to learn more and find community
Conversation Starters
A curated list of some of the best ways advisor bring up this topic to their clients, even if they’re not sure of the client’s faith or personal values
Third Party Resources
Eventide Investment Ideals
These unifying, positive ideals can be used not only to explain Eventide’s process, but also as a sample set of values to share with an investor to help them understand the concept of aligning investments with personal values.
Eventide Values Inventory
Use this tool to get to know your client and open a deeper level of communication, but be careful that you don’t over-promise in terms of customization. The process will need to be repeatable and sustainable for you.
