Public Equities
We are observing increasing opportunities for faith-aligned investors to express their values in every asset class within their portfolio. Within listed equities, we are seeing the emergence of a broad range of strategies.
Negative Screening removes problematic companies from the portfolio to avoid exposure to companies that are violating principles of human dignity and creation care.
Positive Screening seeks to increase exposure to companies that are performing well in regard to various measures that support human dignity and flourishing.
Proxy Voting expresses influence through using voting power of listed shares to express views on matters put forward for approval by shareholders.
Corporate Engagement seeks to influence companies by directly engaging with corporate management to influence for positive change.
The Challenge
Understanding these strategies and discerning which strategy or strategies are most appropriate for each individual investor's circumstances and objectives can be difficult.
Screening can be a highly effective tool for expressing conscience and values, reducing exposure to problematic activities. However it can come with risks of introducing unintended factor biases into a listed equities portfolio. Brightlight helps clients to thoughtfully apply screens into portfolios, bringing a focus on investment excellence.
Engagement can be a powerful tool to influence companies, but requires an understanding of the kinds of approaches that are likely to be most effective.
We would love to connect with you to explore how your can apply faith-based strategies in the public markets.
