Investing for Catholics is a division of Index Funds Advisors, Inc. (IFA).
Investing for Catholics specializes in providing investors with the education and thereby, the ability to notably improve risk-adjusted returns by investing in globally diversified portfolios of passively managed no-load index mutual funds that are screened for Catholic values.
This website is data rich, providing academic research and industry reports that support the assertion that every investor would do far better if they set aside their the need to predict future market movements, and rely instead on financial research that incorporates 82 years of stock market history.
Investing for Catholics provides fee-only investment advice to institutions, high-net-worth individuals and corporations. Our professional investment management services fully implement the tenets of fiduciary prudence and Modern Portfolio Theory.
Investing for Catholics educates individuals and plan trustees regarding the intrinsic relationship between risk, return, time and diversification. This meaningful education enables individuals to make informed investment decisions that are in keeping with fiduciary prudence, mitigating liability concerns.
Investing for Catholics institutional division matches institutions with portfolios by carefully measuring risk capacity and risk exposure, providing the ability to earn risk-adjusted returns. IFA assists clients in the creation, purchase, and rebalancing of portfolios comprised of risk-calibrated and globally diversified blends of passively managed index funds.
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IFA Socially Responsible Investing (SRI) Index Portfolios are screened to exclude:
- Companies that earn at least 20% of their total business revenue through the production and/or sale of military weapons and/or weapons of mass destruction
- Companies that are engaged in certain for-profit business activities in or with the Republic of Sudan
- Companies that earn at least 15% of their total business revenue through the production and/or sale of tobacco or alcohol products
- Companies that earn at least 20% of their total business revenue from gambling activities
- Companies that directly participate in abortions
- Companies that manufacture pharmaceuticals, abortive agents, or contraceptives
- Companies that earn at least 15% of their total business revenue from publishing or selling pornographic materials
- Companies that are for-profit healthcare providers
- Companies whose operations have had major recent controversies relating to child labor infractions in the U.S. or abroad
Investing for Catholics prioritizes its commitment to provide index funds investments that incorporate Catholic Social Teachings and apply Catholic Values filters across globally diversified, risk-appropriate portfolios. As part of this commitment, Investing for Catholics weaves the goals and objectives of the Interfaith Center for Corporate Responsibility (ICCR.org) into its investment platform by way of the filing of shareholder resolutions on behalf of its institutional clients to advance the mission of the global faith-based community.
Investing for Catholics, in cooperation with the ICCR, build a more just and sustainable world by integrating social values into corporate and investor actions.