Supporting Advisors

Faith-Based Funds Database

For advisors wanting up to date information about the range of faith-based products available.

We provide a comprehensive list of mutual funds and ETFs adopting faith-based investing strategies. This includes information about their approach to faith integration and, for those funds implementing screening, a comparison of key screens adopted.

Mutual Fund & ETF Research

For advisors wanting reliable research to support the addition of faith-based products to client accounts.

We research faith and values-aligned mutual funds and ETF to give you a comprehensive understanding of their investment and values alignment merits.

Our manager research provides recommendations for appropriate use of these strategies in client portfolios.

Model Portfolios

For advisors looking for values-aligned model portfolios that can be implemented in client accounts.

We provide model portfolios comprising investment strategies that are aligned with the values of faith-based investors. Advisors can access model portfolios with varying levels of risk.

PErsonalized Coaching

For advisors wanting support for everything from first steps to deep integration of faith into their practice's investment approach.

We ask deep questions to understand the challenges, opportunities, and preferences of each advisor or team. We then walk advisors through a process to explore how they will communicate about Faith-Based Investing with their clients and prospects.

Private Markets Portfolios

For advisors with clients looking for deeper impact through private markets.

We identify a range of opportunities that deliver positive spiritual, social, and creation care impact alongside investment outcomes.

We apply our fund research process to assess the appropriateness of a range of faith-driven and impact-focused strategies for use in client portfolios, empowering advisers to integrate these investments into client portfolios where appropriate.

Public Equities Screening

For advisors looking for customized solutions for clients that deliver deep faith integration.

Brightlight provides services to help advisers and clients to screen portfolios based on a wide range of conscience-based screens that advisers can apply to directly-held portfolios of securities.

Brightlight is able to provide introductions to partners that can provide tax-efficient customized portfolio solutions that integrate our screening and/or advocacy work.