Introduction: When Your Investments Reflect Your Beliefs
Recently, a major news story broke about an investment firm launching a new “Christian Values Index Fund,” designed specifically for evangelical investors (Fox Business).
This event highlights a powerful and growing trend: the desire to align financial goals with personal values.
But what if you’re not evangelical? What if your values are different?
The good news is that the world of values-based investing is vast and growing.
This guide will help you understand your options and choose an investment company or fund that lets you build wealth while staying true to what matters most to you.
What is Values-Based Investing? (It’s More Than Just Religion)
Values-based investing is a strategy where you choose investments based on your personal ethical beliefs, rather than on financial performance alone.
It’s the idea that you can make a positive impact with your money while still seeking a strong return.
This approach goes by many names:
- ESG Investing: Focusing on a company’s Environmental, Social, and Governance practices.
- Socially Responsible Investing (SRI): Actively excluding industries like tobacco, firearms, or fossil fuels.
- Faith-Based Investing: Aligning investments with specific religious teachings, like the recent Christian-focused fund or Islamic finance (which follows Shariah law).
The core idea is the same: your portfolio should reflect your entire identity, not just your financial goals.
The Big Trend: Why Investment Firms Are Adapting
The creation of funds like the one by Inspire Investing and S&P Dow Jones Indices (AOL) is a direct response to massive consumer demand. People are increasingly asking: “What is my money supporting?”
Investment companies are listening. They are expanding their services and hiring specialized talent to create products that meet this new demand.
For example, firms like Athena Capital are bringing in experts from the corporate venturing world to make smarter, more impactful investment decisions (Global Venturing).
This means you now have more choices than ever before.
How to Choose an Investment Company That Aligns With Your Values
Selecting the right partner is crucial. Here are 5 key factors to evaluate beyond just fees and past performance.
1. Identify Your Non-Negotiables
First, define your values. What causes are most important to you?
- Environment: Climate change, clean water, pollution.
- Social: Racial justice, gender equality, workers’ rights.
- Governance: Corporate transparency, executive pay, board diversity.
- Faith: Avoiding companies that conflict with your religious principles.
2. Research Their Investment Offerings
Do they offer dedicated ESG, SRI, or faith-based funds? Look for:
- Specific Thematic Funds: (e.g., Clean Energy, Gender Diversity, or Christian Values funds).
- ESG Integration: Do they consider ESG factors across all their investment decisions?
- Transparency: Are they clear about what companies are in their funds and why?
3. Look for Authenticity and Commitment
Any firm can launch one “green” fund for good publicity. Look for deeper commitment:
- Company Philosophy: Does their website have a clear statement on responsible investing?
- Third-Party Certifications: Are their funds rated by independent agencies like MSCI or Sustainalytics?
- Shareholder Advocacy: Does the firm use its power to influence corporate behavior on important issues?
4. Evaluate Their Expertise and Talent
The best intentions need skilled execution. A firm that hires experts in impact investing or sustainable finance—like the moves made by Athena Capital—shows they are serious about building credible strategies (Global Venturing).
5. Don’t Forget the Basics
Values are important, but it’s still an investment. Ensure the company or fund is also:
- Financially Sound: Check its long-term performance history and fees.
- Appropriate for Your Goals: Make sure it fits your risk tolerance and time horizon.
- Well-Managed: Look at the experience of the fund managers.
Practical Steps to Get Started Today
- Talk to a Financial Advisor: Find an advisor who specializes in sustainable or values-based investing. They can help you navigate the options.
- Do Your Own Screening: Use online tools from brokerages like Fidelity, Charles Schwab, or Vanguard to screen for ESG or SRI funds.
- Start Small: You don’t have to overhaul your entire portfolio. Begin by investing in one values-aligned fund or stock and learn as you go.
- Ask Questions: If you already work with an investment company, ask them what options they have for values-based investing. Your questions show there’s demand.
Conclusion: Invest in Your Future, and Your Beliefs
The financial world is changing. The move by firms to create products like the Inspire Christian Values Index Fund is proof that your voice and your values matter. You no longer have to choose between your ethics and your financial well-being.
By taking the time to research and ask the right questions, you can find an investment company that helps you build a portfolio you can be proud of—one that grows your wealth and supports a better world.
Disclaimer: This article is for informational purposes only and does not constitute financial advice. Please consult with a qualified financial advisor before making any investment decisions.
Last modified: September 9, 2025
