Gotta Have Faith: A Biblically Responsible Investment Strategy
Overview

Title: Gotta Have Faith: A Biblically Responsible Investment Strategy

Date: Tuesday, April 03, 2018

Time: 02:00 PM Eastern Daylight Time

Duration: 1 hour



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Summary

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. 

Join Tom Lydon, Editor and Publisher, of ETF Trends and James Investment Research in this upcoming webcast as they discuss:

  • A look at the history behind principles-driven investment management
  • How principles-driven methodologies have affected returns and risk exposure
  • Defining biblically responsible investments and a way to screen the factor
  • How financial advisors can diversify an investment portfolio with a biblically responsible investment strategy

Accepted for one hour of CFP/CIMA CE credit for live and on-demand attendees

CFA Institute members are encouraged to self-document their continuing professional development activities in their online CE tracker

Matthew Watson, CFA, CPA
Portfolio Manager
James Investment Research, Inc.
Mike McGraw
Director of Marketing
James Investment Research, Inc.
Tom Lydon
Editor and Publisher
ETF Trends
Disclosures

FOR INVESTMENT PROFESSIONAL USE ONLY. Not for Public Use.

This must be preceded or accompanied by a prospectus.

Investing involves risk including loss of principal.

The James Biblically Responsible Investment ETF is distributed by Foreside Fund Services, LLC., member FINRA. ALPS Distributors, Inc. serves as the exclusive wholesale marketing agent for the James Biblically Responsible Investment ETF. Foreside Fund Services, LLC, James Investment Research, Inc. and ALPS Distributors, Inc. are not affiliated. Mike McGraw and Matt Watson are registered representatives of ALPS Distributors, Inc.