Faith-based Investing: The conversation clients seek, the value advisors can add – Praxis Investment Management – 5.1.25

Summary:

According to new research, a large majority of investors express interest in incorporating their faith values into their investing decisions. But many advisors avoid the topic, introducing risks to both the assets and client/prospect relationships.

How can advisors better understand the (perhaps surprising) risks and opportunities at play? How can addressing the topic of faith- or values-based investing skillfully impact your client relationships, assets under management, and your practice as a whole?

In this webinar, we explore the research, opportunities, and some potential strategies for advisors to engage.

Accepted for 1 CFP / IWI / CFA CE Credit

Speakers:

Deirdre Gibson, CEFT^®, is an ETF Specialist and Senior National Sales Consultant for Praxis Investment Management^TM and Everence Financial^®, a leading provider of faith based financial products in the United States. She provides leadership for the ETF product line, including development, positioning, and serving as the primary spokesperson. She provides communication and sales support for Praxis nationwide. Additionally, she works with financial advisors, investment firms and financial platforms, representing Praxis investment products, and helping firms utilize values- and faith-driven investments to grow and differentiate their firms and connect more deeply with clients.

Benjamin Bailey, CFA^®, is Vice President of Investments and a Senior Fixed Income Investment Manager for Praxis Investment Management^TM and Everence Financial^®, a leading provider of faith based financial products in the United States. He is a member of the organization’s investment management committee and has more than 20 years of experience in fixed-income investing. He has served as co-portfolio manager for the Praxis Impact Bond Fund since 2005 and co-portfolio manager of the Praxis Genesis Portfolios since June 2013. He also acts as co-portfolio manager on internal insurance portfolios and externally managed client accounts.

Mark A. Regier is Vice President of Stewardship Investing for Praxis Investment Management^TM and Everence Financial^®, a leading provider of faith-based financial products in the United States. Mark has been involved in the field of ethical and socially responsible investing at Everence for over 25 years. He oversees the company’s work in socially responsible and impact investing (including investment screening, proxy voting, corporate engagement and community investing). He works with products and programs throughout Everence to strengthen their creative integration of faith and finances.