Entries by Eric Smyth, PCM

Inspire Launches First Ever Biblically Responsible Index in Canada

Inspire Investing and Virtuous Investing are proud to bring the first ever biblically responsible index to Canada. The Inspire Canada ESG Index is a faith-based ESG (environmental, social and governance) index comprised of biblically aligned large cap companies domiciled in Canada, as measured by Inspire’s revolutionary Inspire Impact Score methodology.

The responsible investing (RI) movement in Canada is continuing to experience rapid growth according to the 2018 Canadian Responsible Investment Trends Report. RI AUM (assets under management) has surpassed $2 trillion, accounting for 50.6% of Canada’s investment industry, and has grown 41.6% over a two-year period. According to the Pew Research Center and Statistics Canada, there are over 20 million Christians in Canada that currently have no way to invest with biblical values.

Here is what Inspire CEO, Robert Netzly, had to say about the new index launch,

“The launch of the Inspire Canada ESG Index is a testament to the momentum of the biblically responsible investing movement that is exploding across the globe. Christian investors in Canada are asking for solutions to align their portfolios with the biblical values they care about. Now Canadian investors have an index they can reference to construct God honoring portfolios that also work toward their financial goals. God is at work in the financial industry, and He is just getting started!”

Inspire Investing is excited to partner with Brian Hilt of Virtuous Investing to lead the charge of the biblically responsible investing (BRI) movement in Canada.

Here is what Brian Hilt had to say,

“I am excited and grateful for the launch of the Inspire Canada ESG Index and count it a blessing to be at the forefront of the BRI movement in Canada. As a licensee of Inspire’s research methodology, Virtuous Investing is currently one of the only Canadian portfolio managers fully dedicated to BRI portfolio management. This is just the beginning, and we look forward to working with the team at Inspire to provide BRI portfolio management to Christians throughout Canada for years to come.”

About Inspire Canada ESG Index

Inspire Canada ESG Index is a faith-based ESG (environmental, social and governance) index comprised of inspiring, biblically aligned large companies in Canada, as measured by the revolutionary Inspire Impact Score methodology, which measures a company’s positive impact on the world. The index is market cap weighted and reconstituted annually, requiring constituents to have a minimum $20B market cap or higher and be domiciled in Canada. The index is calculated on a total return basis in Canadian dollars and meets biblically responsible investing (BRI) standards.

For more information on the Inspire Canada ESG Index and other Inspire Indexes, visit www.inspireinvesting.com/indexes/.

Rapid Growth

Inspire’s commitment to supporting biblical values such as pro-life, traditional marriage and ending human trafficking with their investment offerings seems to resonate with investors across the globe, now most recently in Canada.

Inspire growth has gained them recognition as the #8 fastest growing registered investment advisor (RIA) firm in the nation in 2018, according to Financial Advisor Magazine’s “Top 50 Fastest Growing RIAs” annual report.

Inspire’s Discretionary Assets Under Management (AUM) has grown 144% so far this year, bringing total assets to $613M as of September 2019.

About Inspire Investing

Inspire Investing is a leading biblically responsible investing firm that specializes in index based, biblically responsible solutions. All solutions utilize the innovative Inspire Impact Score methodology, which measures a company’s positive impact on the world to identify companies that align with the values of faith-based investors.

Inspire also donates 50% or more of their own corporate profits generated from management fees to support impactful ministry projects around the globe. Most recently Inspire adopted a village in the coffee farming mountains of Guatemala and is working to provide a church building, clean water, improved education, a fully functional medical clinic, and child sponsorship to completely transform the lives of the those living in that impoverished village.

Visit www.inspireinvesting.com/impact to learn more about Inspire’s biblically responsible investment products and inspiring impact projects.

You cannot invest directly in an index.

Virtuous Investing is a trade name of Huxton Black Ltd., which is registered as a Portfolio Manager and Exempt Market Dealer with the Ontario Securities Commission. Inspire Investing and Virtuous Investing are not affiliated.


 
 
 

 

Former Wells Fargo CIO, Dr. Erik Davidson, Joins Inspire Investing To Advance Biblically Responsible Investing Movement

The former Chief Investment Officer of Wells Fargo’s Private Bank, Dr. Erik Davidson, is bringing his 20+ years of experience to the biblically responsible investing (BRI) movement. Dr. Davidson is joining Inspire Investing as Chief Economic Advisor and will be working closely with Inspire’s investment committee to provide valuable insight on global, macro-economic events and trends from a biblical perspective.

Dr. Davdison’s particular expertise in the area of behavioral finance will enable Inspire to produce discerning research and data on the intersection of faith, investing and investor behavior and further solidifies Inspire’s position as a leader in the biblically responsible investing movement. Dr. Davidson is scheduled to produce several articles and papers each quarter and will participate in creating economic commentary for investment professionals on Inspire’s quarterly CIO newsletters and portfolio manager calls.

Here is what Erik Davidson had to say about joining Inspire, “I am honored to be an advisor to Inspire Investing and the meaningful work that they are doing for the biblically responsible investment movement. In my role as Chief Economic Advisor I hope to show advisors and investors that aligning investment strategies with their social and spiritual goals, not just their financial goals, can help promote more prudent investor behavior. Therefore, by doing good, investors can do well. I am excited for what God has in store for this next chapter of my career.”

Experience

At Wells Fargo, Dr. Davidson oversaw more than $200 billion in assets for the Private Bank and has co-authored multiple books including “Investing in Separate Accounts” and “The E-Finance Report.” He has authored numerous investment-related articles, speaks at investment-industry conferences, and is regularly featured in the media including The Wall Street Journal, The New York Times, CNBC, Fox Business News, Reuters, and Bloomberg.

Most recently, Dr. Davidson received his doctoral degree from the DePaul University Graduate School of Business with a dissertation in the area of Behavioral Finance.

Leaders in the Biblically Responsible Investing Movement

Inspire CEO, Robert Netzly, had this to say, “Dr. Erik Davidson is an amazing addition to the Inspire team and we are honored to welcome him aboard! Erik’s incredible experience leading one of the nation’s largest investment firms, combined with his heart to honor the Lord with his professional life, make his partnership a huge win for Inspire and the advancement of the biblically responsible investing movement.”

Inspire is a member of the CIF (Christian Investment Forum) which is a Kingdom-focused investment association committed to educating advisors and investors on biblically responsible investing.

Here is what CIF President, John Siverling, said about what this means for the BRI movement, “CIF applauds Dr. Davidson’s decision to join Inspire as Chief Economic Advisor.  His experienced voice will be one more that can credibly speak about the purpose of business, and the economics in investing that align with biblical values, human flourishing, and value creation for stakeholders and shareholders alike.  We look forward to sharing Dr. Davidson’s thoughts with our Christian advisor and investor audience.”

Rapid Growth

Inspire’s commitment to supporting biblical values such as pro-life, traditional marriage and ending human trafficking with their investment offerings seems to resonate with investors across the globe.

Inspire growth has gained them recognition as the #8 fastest growing registered investment advisor (RIA) firm in the nation in 2018, according to Financial Advisor Magazine’s “Top 50 Fastest Growing RIAs” annual report.

Inspire’s Discretionary Assets Under Management (AUM) has grown another 129% so far this year, bringing total assets to $572M as of August 2019.

About Inspire Investing

Inspire Investing is a leading biblically responsible investing firm that specializes in index based, biblically responsible solutions. All solutions utilize the innovative Inspire Impact Score methodology, which measures a company’s positive impact on the world to identify companies that align with the values of faith-based investors.

Inspire also donates 50% or more of their own corporate profits generated from management fees to support impactful ministry projects around the globe. Most recently Inspire adopted a village in the coffee farming mountains of Guatemala and is working to provide a church building, clean water, improved education, a fully functional medical clinic, and child sponsorship to completely transform the lives of the those living in that impoverished village.

Visit www.inspireinvesting.com/impact to learn more about Inspire’s biblically responsible investment products and inspiring impact projects.


 
 
 
 

 

Inspire Investing Joins the Christian Investment Forum

Inspire Investing is proud to become the newest member of the Christian Investment Forum (CIF), a Kingdom-focused investment association committed to advancing and promoting the biblically responsible investing (BRI) movement. The CIF has been researching BRI for over 7 years and is quickly becoming one of the go-to resources on the topic.

Inspire Investing is a global thought leader in the biblically responsible investing space, providing investors and advisors access to faith-based ESG investments that are index based and align with biblical values. Inspire identifies some of the most inspiring, biblically aligned companies through their innovative Inspire Impact Score methodology, which is a rules based, data driven approach to measure a company’s positive impact on the world.

Here is what Inspire CEO, Robert Netzly, had to say about becoming a member, “Education is the key to advancing the BRI movement. That is why we are happy to be partnering with the CIF to educate and equip both investors and advisors with the necessary tools to successfully implement BRI and align their investments with their values.”

John Siverling, President of the CIF, had this to say, “The Christian Investment Forum is excited to add Inspire Investing as a member.  CIF is committed to increasing the awareness and use of faith driven investing and embracing the different styles and approaches our members take to bring their Christian faith actively into how they professionally manage money.  With the addition of Inspire investments to the roster of award-winning mutual funds and investment products from CIF members, investors have a growing list of investment options that align with their faith.”

The CIF Leadership Summit

The CIF hosts an annual gathering to help sharpen the skills of like-minded investors and advisors on biblically responsible investing. There are a variety of sessions to equip attendees with the latest information and trends on BRI, implementation techniques, as well as the ability to engage with peers and experts in the industry. This year’s summit is hosted again in Asheville, North Carolina at the Billy Graham Training Center at The Cove on August 14th to the 16th.

About Inspire Investing

Founded in 2015 and headquartered in the Silicon Valley of California, Inspire Investing seeks to create meaningful impact in the lives of people across the globe by providing biblically aligned investments that support Christian ministry and is a leading authority in the Biblically Responsible Investing (BRI) movement.

Inspire also donates 50% or more of their own corporate profits generated from management fees to support impactful ministry projects around the globe. Most recently Inspire adopted a village in the coffee farming mountains of Guatemala and is working to provide a church building, clean water, improved education, a fully functional medical clinic, and child sponsorship to completely transform the lives of the those living in that impoverished village. View more on this project here: www.inspireinvesting.com/village-transformation/.


 

 

 

“Biblically Responsible Investing” Book by Inspire Investing CEO Robert Netzly Ranks #1 Bestseller in Multiple Categories

Robert Netzly, CEO of biblical investing firm Inspire Investing, launches new #1 Bestselling book titled “Biblically Responsible Investing: For God’s Glory And Your Joy”.

Robert Netzly, CEO of biblical investing firm Inspire Investing and respected authority on faith-based investing, released his new book “Biblically Responsible Investing: For God’s Glory And Your Joy” last week and claimed the top spot as #1 Bestseller on Amazon for multiple major categories, including Christian Stewardship, Mutual Fund Investing, New Releases and others.

Netzly had this to say about the successful launch, “I am so humbled by the outpouring of support from Christian investors around the world who are responding to the call for biblically responsible investing and changing the way they invest for God’s glory and their joy. This is a spectacular movement of God.”

About The Book: “Biblically Responsible Investing”

Within the pages of “Biblically Responsible Investing”, Netzly describes in detail the story of how his life was turned upside down by his discovery of something called biblically responsible investing (BRI), how the Holy Spirit pierced his heart about the issue and his harrowing experience of leaving everything to follow Jesus into an uncertain future with no safety net.

Also within these pages is the story of how God is on the move in the financial industry, and the very real, very powerful biblically responsible investing movement underway. Christians across the globe are investing billions of dollars in alignment with biblical values for God’s glory and their joy. And as they do so, their hearts are being drawn nearer to the heart of God, their worship is becoming more rich, their satisfaction in Christ is becoming more complete and their lives are shining more brightly for God’s glory.

And Wall Street is being transformed.

About The Author: Robert Netzly

Robert Netzly is a frequent guest and contributor on FOX Business, Bloomberg, The Wall Street Journal and other major media for his expertise on biblically responsible investing.

He is also the Founder and CEO of the Inspire Impact Group family of companies: Inspire Investing, a leading biblically responsible investment management firm; Christian Wealth Management, a professional membership network of Christian financial advisors dedicated to growing the BRI movement; and inspireinsight.com, a revolutionary, free investment analysis tool empowering investors with instant, unprecedented transparency into the moral issues supported by the companies in their portfolios.

For more information about Inspire Insight, please visit: www.inspireinsight.com

For more information about Christian Wealth Management, please visit: www.christianwealthmanagement.com


 
 
 

Biblically Responsible Investing Expert To Address Nation’s Conservative Leaders at 13th Annual Values Voter Summit

Robert Netzly, CEO of Inspire Investing, to share success stories of his firm’s major shareholder activism victories in support of conservative, biblical values.

Robert Netzly, CEO of Inspire Investing and global thought leader on the biblically responsible investing (BRI) movement, is scheduled to deliver a mainstage speech at this year’s Values Voter Summit in Washington, D.C. sharing exciting stories regarding victories in his shareholder activism work engaging major corporations to honor conservative, biblical values.

Netzly will educate conservatives about how they can get involved in creating even more change by leveraging the impressive growth of the biblically responsible investing movement in his mainstage speech titled “Glimpses of Victory” at this year’s Values Voter Summit in Washington, D.C.

A variety of speakers, including Members of Congress, activists, and key thinkers and leading voices of the conservative movement, have been invited to speak at the Summit which annually draws thousands of grassroots activists from across the country.

Other speakers scheduled to share the mainstage include President Donald Trump, Vice President Mike Pence, Secretary of State Mike Pompeo, Dr. Ben Carson, Kentucky Gov. Matt Bevin, House Freedom Caucus Chairman Rep. Mark Meadows, former Rep. Dave Weldon, Lt. Col. (Ret.) Oliver North, Dr. Bill Bennett, David Daleiden, Joel Rosenberg, Dana Loesch, along with Tony Perkins, Masterpiece Cakeshop owner Jack Phillips, Dr. Paul McHugh, HHS Civil Rights Division Director Roger Severino, Activist Mommy Elizabeth Johnston, Fox News Radio’s Todd Starnes, Brigitte Gabriel, David and Jason Benham, George Barna, Gary Bauer among many others.

The Values Voter Summit will be held September 21-23 at the Omni Shoreham Hotel in Washington, D.C.

Values Voter Summit is sponsored by FRC Action, American Values, AFA Action, Christian Healthcare Ministries, Inspire Investing, United In Purpose and Family Research Council. The Heritage Foundation and Patriot Voices are co-sponsors of the event.  An exhibit hall, book signings, radio row, media row, and much more will be packed into this three-day conference.

Pre-registration for media credentials is required. Please contact media@frc.org to obtain credentials.

For a schedule and more information on this year’s Values Voter Summit, please visit: http://www.valuesvotersummit.org/