Common Ground Direct Investing brings together two perspectives that are often treated separately: socially responsible investing (SRI) and biblically responsible investing (BRI). The strategy combines these values-based screens with a dynamic, risk-managed investment approach designed to adapt as market conditions change.
In this webinar, we take a closer look at how the strategy works and how advisers may evaluate its role within diversified client portfolios.
You’ll learn:
- The investment philosophy behind Common Ground Direct Investing
- Insights drawn from three years of live performance history and supporting historical analysis
- The strategy’s role within diversified client allocations
- How to approach principled-investing conversations with clients, including practical ways to frame expectations around risks, objectives, and role-in-portfolio
- The Principled Investing Give Back program, which allows clients to direct 10% of the net advisory fees Flexible Plan Investments (FPI) collects for the strategy to a qualified charitable organization of their choice