As the investment community matures, more are branching beyond traditional market cap-weighted fund investments and are considering alternative ways to gain market exposure, such as crafting a diversified investment portfolio that mirrors one’s own values and beliefs.
On the upcoming webcast Tuesday, April 3, Gotta Have Faith: A Biblically Responsible Investment Strategy, Matthew Watson, Portfolio Manager for James Investment Research, and Mike McGraw, Director of Marketing for James Investment Research, will consider ways for financial advisors to diversify an investment portfolio with a biblically responsible investment strategy.
Specifically, the James Biblically Responsible Investment ETF (Cboe: JBRI) tries to reflect the performance of the James Biblically Responsible Investment Index, which is comprised of large and mid-capitalization U.S. stocks of biblically responsible issuers.
Unlike traditional market cap-weighted indexing methodologies, the companies within JBRI’s portfolio are selected based on the eVALUEator Biblically Responsible Index, which uses a rules-based, biblically responsible screening tool.
What Defines the Christian Investment Theme
The rules-based indexing methodology screens out or excludes companies engaged in activities that are objectionable from a biblical perspective, including abortion; entertainment companies with products or practices that promote sexually graphic, violent, profane material; glorify the use of drugs and alcohol; or create propaganda or content intended to undermine positive family values parents are trying to instill in their children; pornography; companies with products or practices that promote gay, lesbian, bisexual, transgender/transsexual, or questioning lifestyles, including through advertisements or marketing campaigns targeted to those with such lifestyles; alcohol; companies that use methods to support terrorist organizations, undermine human rights, undermine workers’ rights, or persecute Christians; tobacco; and gambling.