Faith-based investing has grown and matured over the past ten years along with the ESG movement. As many advisors are seeking a practice niche over a generalized practice, there are four main questions that they ask when considering this discipline. Does faith-based investing really matter? Does faith-based investing make a difference? Can I practice it with excellence, and can I build a successful practice using faith-based investing? Two long-term practitioners of faith-based investing and a prominent speaker on the practice share their experiences and recommendations, as well as offer practical steps for implementing this growing area of investing in their financial and investment planning process. .
Jason Myhre is a managing partner of Eventide, a Boston-based investment company practicing faith -and values-based investing. In his day-to-day work, he serves as director of advocacy, where he speaks to audiences about the importance of considering one's values when making investment decisions. In prior roles at Eventide, Mr. Myhre led marketing and sales.
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1 | 2021 AC Workshop-The Four Big Questions about Faith-Based Investing | Take Test |
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