Biblical Investing Leader Inspire Investing Launches New RIA Platform For Christian Financial Advisors

Inspire Investing attracts $130M in first 9 months with new Inspire Advisors registered investment advisory (RIA) platform dedicated to empowering Christian financial advisors to go all-in for God’s glory in their advisory practices.

San Jose, California, October 8th, 2019 – Inspire Investing announced a major development in their mission to advance the biblically responsible investing (BRI) movement with the launch of Inspire Advisors, an RIA platform created to give Christian financial advisors a place to call home that is fully supportive of their desire to align their practices with biblical values and “go all-in” for God’s glory in their profession.

Inspire quietly opened the Inspire Advisors platform in January with a soft-launch and has seen impressive growth, attracting $130M in assets under management in just the first 9 months.

“We were very strategic and deliberate with the soft-launch of Inspire Advisors,” commented Robert Netzly, CEO of Inspire. “We didn’t want a big announcement with a lot of fanfare. We wanted to be very careful in reaching out and recruiting very specific financial advisors who share our core beliefs and passion for the biblically responsible investing movement to help lay the foundation of a strong culture dedicated to glorifying God in every aspect of their financial advisory practices. These stellar advisors will serve as examples and role-models for the hundreds of advisors we plan to recruit, God willing, onto the platform in the years to come.”

Biblically Responsible Focus

The Inspire Advisors platform is purpose built from the ground up to support Christian financial advisors who want to run their practices with 100% biblically responsible investing alignment, a growing conviction among financial advisors and their clients.

“When we looked across the RIA marketplace, we saw some large Christian RIAs that did not offer BRI portfolios, and we saw some RIAs that are completely BRI, but they were only local or regional in scope. We could not find any national brand RIA platform that was dedicated to biblically responsible investing,” said Netzly. “That’s a problem that we are solving with the launch of Inspire Advisors. There has to be a nationwide, world-class, top-ten RIA firm that is sold out to the advancement of biblically responsible investing and the Christian advisors who want to run their practices for the glory of God. God willing, Inspire Advisors is that firm.”

Financial advisors that join Inspire Advisors have access to Inspire’s deep bench of biblically responsible portfolios delivered in a turn-key, separately managed account (SMA) format, including customizable unified managed account (UMA) and robust tax-loss harvesting capabilities.

“At my old firm, we all knew biblically responsible investing was important to share with our clients, but there was no commitment to do anything about it,” says Luke Andrews, one of the many Christian financial advisors who now calls Inspire Advisors home. “At Inspire Advisors, from the top to the bottom, our firm is sold out and committed to connect our clients’ values with their investments.”

There are currently several dozen SMA strategies available to Inspire Advisors recruits and their clients, with strategies ranging from passive, index based portfolios to actively managed, tactical, sector rotation and other strategies. Some strategies are built using Inspire’s popular suite of biblical ETFs, while others are built using only individual stocks, giving advisors one of the most robust, widely diversified selection of biblically responsible investing portfolios available anywhere.

Compelling Value Proposition

Inspire Advisors’ successful launch can be partly attributed to the strong value proposition that the platform offers to both financial advisors and their clients alike. Lower fees, higher payouts, powerhouse investment committee and a faith-saturated culture are among the top benefits.

In today’s environment where many RIAs and BD’s are wary and discouraging of their advisors being forward about their faith, Christian financial advisors benefit from a firm that actually encourages them to express their faith and operate their business with biblical values at the core. At secular firms, many advisors run into challenges getting faith-based marketing materials and investment products approved for use. At Inspire Advisors, that faith-based focus is nurtured and encouraged from every team member at the home office and across the field by every advisor colleague.

Keith and Jacob Chandler, the father-son advisory team at the helm of Inspire Advisors’ Palmdale, CA office say the Christ-centered culture is a big reason they joined Inspire Advisors after spending more than 25 years at Ameriprise:

“What we love about Inspire Advisors is that we can now be part of a company that truly reflects our values and mission. We love that we can be part of a team of Christian professionals whose desire is to display excellence in their work and inspire transformation for God’s glory throughout the world. We are so glad that we joined the Inspire Advisors team and are excited to see what the Lord has in store for this business. We know that going against the grain on Wall Street is not easy and we admire the leadership of Inspire and their courage in standing for their faith, their morals, and their values against the tide of injustice and evil that permeates our world. This company is determined to make a difference for the better and truly live out the command of Jesus to ‘love our neighbors as ourselves.’”

Powerhouse Investment Team

Additionally, Inspire touts a powerhouse investment team backing up their portfolios that gives financial advisors instant credibility with investors both large and small. Inspire’s investment committee is led by Chief Investment Officer, Darrell Jayroe, CFA, CFP, CKA, who has served in senior portfolio management positions for over 20 years. Inspire’s Chief Economic Advisor, Dr. Erik Davidson, DBA, CFA, previously served as the Chief Investment Officer at Wells Fargo Private Bank overseeing $200 billion in assets and a team of 400 professionals. Inspire Investment Analyst, Shane Enete, CFA, previously oversaw hundreds of billions of institutional assets at firms Meketa and Brandes Investments, and currently shares his time as Professor of Finance at Biola University and heads up Biola University’s Inspire Research Institute for BRI. Such a world-class team provides advisors and their clients with institutional-level portfolio management and expertise to invest with confidence.

Brand Power, Lead Generation, 100% Payouts

The opportunity to be associated with the Inspire brand, which is widely recognized and admired as a leader in the biblically responsible investing movement, helps advisors to establish themselves as the go-to advisor in their local community for clients seeking biblical advice for their financial life. Inspire Advisors also shares corporate-generated leads with advisors based on geographic location and has plans to build out a powerful lead-gen program to provide a steady stream of faith-based investor prospects to advisors in their local area – a benefit many prize as the “holy grail” of investment advisory business growth.

To top it all off, Inspire Advisors also provides a 100% payout on advisory fees to every advisor regardless of their production level, a strategic benefit derived from Inspire’s unique ability as an asset manager to earn revenues from portfolio management fees instead of relying on a traditional advisory fee override program.

Clients benefit from their advisor joining Inspire Advisors through lower cost access to Inspire’s celebrated investment offerings, providing them an all-in fee that is often times lower than their current fees from secular firms. And Inspire Advisors’ client service model is saturated in a Christ-centered, put-others-first approach that seeks to be a blessing in every interaction, something that every investor, Christian or otherwise, can appreciate.

“What I love about Inspire Advisors is the take care of business attitude and the ability to fully bring my practice and faith in God full-circle,” says financial advisor Joe Webb, CRFA, CLTC.

Inspire’s Rapid Growth

Registering over $600M in assets under management as of September 30th, Inspire Investing has grown to be a global leader in the faith-based, biblically responsible investing (BRI) movement. They were ranked as the 8th fastest growing firm in Financial Advisor Magazine’s (FA) 2019 “RIA Ranking” report, marking the third consecutive year that Inspire has been recognized in the RIA Ranking of fastest growing firms. A notable achievement for a firm completely dedicated to biblically responsible investing, proving the case that there is a large market for Inspire’s faith-based approach to investing and the financial advisors who deliver it to clients.

FA’s 2019 RIA Survey and Ranking report is an annual survey that ranks firms’ based on percentage growth in assets from the previous calendar year and is the premier industry ranking of independent RIA growth. Financial Advisor Magazine is a major publication targeted to financial professionals that aims to deliver essential market information and strategies to help advisors better serve their clients and grow their firms.

Inspiring Transformation Around The World

Not only does Inspire Investing seek to invest in the most inspiring companies in the world, but they also aim to be one of the most inspiring companies in the world. As such, Inspire donates 50% or more of their corporate profits to Christian ministry every year. 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.  Learn more at www.inspireinvesting.com/impact.

For more information on Inspire Advisors, please visit: www.inspireadvisors.com or email inspire@inspireinvesting.com.

For media inquiries or interview requests, contact: inspire@inspireinvesting.com

# # #

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 index based, biblically aligned investments that support Christian ministry and is a leading authority in the Biblically Responsible Investing (BRI) movement. For more information, visit www.inspireinvesting.com.

* Disclaimer: Investment advisory services offered through CWM Advisors, LLC dba Inspire and Inspire Advisors, LLC, both being Registered Investment Advisors with the SEC. CWM Advisors, LLC and Inspire Advisors, LLC are affiliates.

Media contact:
Eric Smyth
(831)382-6572
inspire@inspireinvesting.com


 
 
 
 

 

Inspire Launches First Ever Biblically Responsible Index in Canada

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.


 
 
 

 

Dr. Eric Davidson, DBA, CFA Headshot

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.


 
 
 
 

 

Christian Investment Forum (CIF)

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/.


 

 

 

FA Mag RIA Survey & Ranking 2019

Inspire Ranked Among Top Ten Fastest Growing RIAs by Financial Advisor Magazine

RIA Survey & Ranking 2019

Biblically responsible investing firm Inspire Investing came in at number 8 fastest growing firm out of the 683 registered investment advisory (RIA) firms listed in Financial Advisor Magazine’s annual report.

Inspire Investing, a global leader in the faith-based, biblically responsible investing (BRI) movement, ranked as the 8th fastest growing firm in Financial Advisor Magazine’s (FA) annual “RIA Ranking” report. This marks the third consecutive year that Inspire has been recognized in the RIA Ranking of fastest growing firms.

FA’s 2019 RIA Survey and Ranking report is an annual survey that ranks firms’ based on percentage growth in assets from the previous calendar year and is the premier industry ranking of independent RIA growth. Financial Advisor Magazine is a major publication targeted to financial professionals that aims to deliver essential market information and strategies to help advisors better serve their clients and grow their firms.

“To be listed three years running as one of the fastest growing firms in the nation is a testament to the momentum of the biblically responsible investing movement that is exploding across the globe. God is doing a mighty work in the financial industry, and it has only just begun,” said Robert Netzly, CEO of Inspire Investing.

Inspire Grows Assets Despite Market Pullback

Inspire Investing grew assets under management (AUM) by an astounding 92.43% in the 2018 calendar year. This dramatic increase is even more admirable given that stock markets around the world ended the year with losses. The US stock market as measured by the S&P 500 lost -4.83%, while global stocks tracked by the MSCI All Country World Index lost even more with a -9.41% decline.

“2018 was a difficult year for many investors, particularly in the sharp selloff of the fourth quarter. But despite poor performance of stocks around the world, we continued to see large inflows into our biblically responsible investing products. This is another proof of the strength of the BRI movement,” commented Netzly.

Inspire has continued to attract inflows in 2019, growing a sensational 113% during the first half of the year, bringing total Inspire AUM to $537M managed in their unique, biblically responsible investing approach to faith-based, environmental, social and governance (ESG) investing as of the end of June.

Inspire’s Data Driven Approach To Biblically Responsible Investing

At the center of Inspire’s approach to biblically responsible investing is their proprietary Inspire Impact Score methodology. Inspire Impact Scores allow investors to easily identify how aligned or how opposed a company (or portfolio of companies, like a mutual fund or ETF) is to biblical values.

Using a wealth of environmental, social and governance (ESG) data from some of the most respected data providers in the world, Inspire analyzes companies from the bottom-up with a rules based, methodology driven process through the lens of a biblical values worldview.

The result of this objective, data-focused process is an Inspire Impact Score that ranges from -100 to +100, with scores closest to +100 representing greater alignment with biblical values. Inspire invests in those companies closest to +100 and never invests in companies with scores lower than zero in any of their strategies.

“We believe that companies more closely aligned with biblical values represent higher quality investment opportunities, and the number of our strategies outperforming their benchmarks seems to be supportive of that thesis,” says Netzly.

Inspire recently released a free online tool at www.inspireinsight.com that allows investors to lookup the Inspire Impact Score of more than 25,000 stocks, mutual funds and ETFs to investigate the good, bad and ugly of what their portfolio is invested in from a values perspective, quickly and easily with a simple ticker symbol search.

Inspiring Transformation Around The World

Not only does Inspire Investing seek to invest in the most inspiring companies in the world, but they also aim to be one of the most inspiring companies in the world. As such, Inspire donates 50% or more of their corporate profits to Christian ministry every year. 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.  Learn more at inspireinvesting.com/impact.


 
 

 

Inspire CEO’s Letter To The LGBT Community

Dear Neighbors in the LGBT Community,

Since Inspire Investing’s high-profile and broadly sensationalized media exposure began in 2017, there has been much contention about our exclusion of LGBT activist companies from our biblically responsible investing portfolios. In the spirit of fostering civility and understanding amidst our disagreements, I wanted to write this letter to clearly communicate our heart and position on LGBT matters.

As Christians who follow Jesus and believe the Bible is the word of God, we love our neighbors in the LGBT community as Christ taught us to do, and we actively seek the good and flourishing of all people, whether they identify as LGBT or straight, are Muslim or Christian, black or white, friends or enemies, or whoever they may be. All people are created in the image of God, are loved by God and deserve to be treated with dignity, respect and love. The Bible teaches this and we strive daily to live this out, both in our personal lives and in our investment methodology.

God’s Design Brings Highest Joy

We also believe the Bible teaches that God’s design for marriage is between one man and one woman, faithful for life, and that this pattern of sexuality offers humanity the highest and best joy in this life. As such, our calling as Christians is to treat all people with dignity, respect and love, while upholding the moral law of God for His creation, and in our view the two are not in opposition.

One way this translates into our investment methodology is that we actively seek out companies who are excelling at providing all of their employees with safe, tolerant workplace environments, above average employee benefits and generally an inspiring employer/employee relationship. For instance, in relation to this particular issue, we encourage our portfolio companies to provide high quality, equal employee benefits for LGBT employees and all other employees.

Excluding LGBT Activism

We also have an exclusion criterion which avoids investment in companies which are taking active steps to advance the issue of gay marriage, using their corporate clout and investor dollars to advance a political and social issue that is unrelated to their core business. An example of this would be a corporation which gives corporate dollars to sponsor a gay pride parade or signs on to a legal document to put pressure on local, state or national government to push LGBT marriage policies.

We acknowledge that LGBT issues are a hotbed of contention in our society today, and we understand that not everybody believes as we do and that our investment methodology may not be a fit for all people. We respect investors who desire to invest in pro-active support of LGBT marriage, and we ask for the same respect for our investors who are investing according to their faith-based convictions to invest in support of what they understand as the Bible’s teaching and advocacy for one-man, one-woman marriage.

Sticks And Stones

We also acknowledge that some are quick to apply the label of bigot or other such terminology to anyone who believes that heterosexual marriage is God’s singular design for human sexuality. We believe that is an unfair categorization, just as it is equally unfair for those claiming the name of Christian to call names and use derogatory labels for our neighbors in the LGBT community.

We hope that despite deep-rooted disagreements over the rightness or wrongness of certain expressions of sexuality, that we can all treat one another with the dignity, respect and love that we each deserve as those created in the image of the living God.

May grace and peace be yours in abundance,

Robert Netzly
CEO, Inspire Investing


 

 

Inspire Investing Climbs Above $500 Million Assets Under Management

Biblically responsible investing (BRI) firm Inspire Investing doubles assets in six months, surpasses $500 million in assets under management with growing demand and positive performance.

Inspire Investing, a leading player in the faith-based, biblically responsible investing movement, just passed another major milestone in the continued growth of their firm, breaking above half of a billion dollars in assets under management (AUM).

Positive performance and persistently growing demand for their uniquely constructed, index based, biblically responsible investment offerings have propelled Inspire’s asset levels higher with astounding velocity. Inspire began 2019 with $250M in assets. Six months later, they have doubled that number to above $500M.

“It is humbling for us to see the staggering growth of our firm because we know it is all because of God’s work in the hearts of His people,” commented Robert Netzly, CEO of Inspire, “God is the one behind the biblically responsible investing movement’s incredible momentum, and He is the one to whom all glory is due.”

Inspire’s total discretionary assets under management were $500,554,432 as of market close on June 4th.

Expanding Biblically Responsible Investing Movement

Inspire’s growth is testament to the expanding movement among Christian investors to align their investments with the biblical values they hold dear, a practice called biblically responsible investing.

BRI is a thriving subset of the larger ESG (environmental, social, governance) investing trend. For years, the ESG landscape has been dominated by investment screening that sought to align with progressive, liberal values. But now, faith-based investors are waking up to the opportunity to invest in positive, quality companies that align with their conservative, biblical values.

Many investors are shocked to discover that their IRA, 401k, mutual fund, ETF or other investment is profiting from and supporting business involved with abortion, pornography, human trafficking and other immoral issues. These investors are discovering that because of companies like Inspire, they can avoid investing in these problematic categories and instead invest in companies making a positive influence on the world, without having to sacrifice performance.

These are the investors bringing their money to Inspire Investing and driving the BRI movement.

Inspire’s Data Driven Approach To Biblically Responsible Investing

At the center of Inspire’s approach to biblically responsible investing is their proprietary Inspire Impact Score methodology. Inspire Impact Scores allow investors to easily identify how aligned or how opposed a company (or portfolio of companies, like a mutual fund or ETF) is to biblical values.

Using a wealth of environmental, social and governance (ESG) data from some of the most respected data providers in the world, Inspire analyzes companies from the bottom-up with a rules based, methodology driven process through the lens of a biblical values worldview.

The result of this objective, data-focused process is an Inspire Impact Score that ranges from -100 to +100, with scores closest to +100 representing greater alignment with biblical values. Inspire invests in those companies closest to +100 and never invests in companies with scores lower than zero in any of their strategies.

“We believe that companies more closely aligned with biblical values represent higher quality investment opportunities, and the number of our strategies outperforming their benchmarks seems to be supportive of that thesis,” says Netzly.

Inspire recently released a free online tool at inspireinsight.com that allows investors to lookup the Inspire Impact Score of more than 25,000 stocks, mutual funds and ETFs to investigate the good, bad and ugly of what their portfolio is invested in from a values perspective, quickly and easily with a simple ticker symbol search.

Inspiring Transformation Around The World

Not only does Inspire Investing seek to invest in the most inspiring companies in the world, but they also aim to be one of the most inspiring companies in the world. As such, Inspire donates 50% or more of their corporate profits to Christian ministry every year. 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.  Learn more at inspireinvesting.com/impact


 
Pro-LGBT fund failure | Washington Watch with Tony Perkins

LGBT fund shut down, biblical investing soars

LGBT activists are scratching their heads following the abrupt closure of a widely followed investment fund that was focused on LGBT advocacy and invested only in the stocks of companies which demonstrated outspoken support for LGBT acceptance and approval in the workplace.

The ALPS “Workplace Equality” ETF (exchange traded fund), which traded on the New York Stock Exchange under the ticker EQLT, was launched on February 24th, 2014 and ceased trading two weeks ago on April 26th, 2019.

During its five full years of trading, EQLT enjoyed massive global exposure, high praise from major media outlets and even above average performance over most timeframes. EQLT was praised as the golden-child of a new age of progressive values among supposedly forward-thinking businesses and investors.

But EQLT was a complete failure.

EQLT Failure

After five years, massive publicity and solid performance, EQLT only managed to attract $16.7M in assets under management by the time it was liquidated last month. A statement issued by the fund’s Board of Trustees at ALPS ETF Trust explained the reasons behind EQLT’s demise:

“The decision to close the Fund was made by the ALPS ETF Trusts Board of Trustees after consultation with ALPS Advisors, Inc., the investment adviser to the Fund. On consideration of the Funds’ inability to attract significant market interest since the Funds’ inception, its future viability as well as prospects for growth of the Funds’ assets in the foreseeable future, the Board determined that it was in the best interests of the Fund and its shareholders to liquidate the Funds shares, which are listed on the NYSE ARCA. The last day of trading for the Fund is scheduled to be Friday, 26 April, 2019.”

What happened? If the media’s insistent message that the mainstream current is in support of LGBT advocacy, and that holding to the biblical definition of marriage and sexuality is, as The New York Times put it in an article on the subject, “squarely at odds with that of nearly all of corporate America”, then how is it that a fund like EQLT was a flop?

And EQLT is not the only pro-LGBT fund that is struggling. The UBS InsightShares LGBT Employment Equality ETF (ticker: PRID) was launched January 10th, 2018. PRID follows a similar investment methodology to the failed EQLT of investing in companies identified by LGBT activism powerhouse, Human Rights Coalition (HRC), as supporters of the LGBT agenda.

PRID offers an expense ratio of 0.65%, trades on the New York Stock Exchange and is managed by subadvisor Vident Investment Advisors, an affiliate of Vident Financial, which also offers their own stable of “principles based” investment funds.

More than a year later, PRID claims just a scant $2.65M in assets under management according to data sourced from Morningstar.

Biblically Responsible Investing Success

Meanwhile, support for biblically responsible investing (BRI) is skyrocketing. I recently wrote an article highlighting some examples of the explosive growth of the biblically responsible investing movement:

  • A $520M investment advisory firm making the decision to transition all of their assets into biblically responsible investing portfolios;
  • My own biblically responsible investing firm, Inspire Investing, growing from $250M in assets under management to $465M just since the start of this year;
  • The launch of two new biblically responsible investing ETFs from BRI fund company, Timothy Plan, which both have over $40M in assets in just the first week since launch;
  • Inspire Investing being nominated as a finalist for “Best Thematic ETF of the Year” award in the annual ETF.com Awards.

By the grace of God, we are seeing a massive expansion of the BRI movement across the country and around the world. Across the pond in Spain, a startup Catholic fund company named Altum Faithful has caught the European investment world’s eye and gained assets at a rapid pace. Altum has also recently released a research paper analyzing the performance of the S&P 500 compared to a biblically screened version of the S&P 500 with compelling results.

The Real Picture

Why is there such disparity between the ongoing success of the biblically responsible investing movement and the surprising failure of pro-LGBT investment funds?

I believe that the bottom line is that – contrary to popular media opinion – there are still lots of people in this world who believe in biblical values, love God and want to glorify Him in everything they do, including how they invest His money.

In fact, data from Pew Research, Economic Policy Institute and the US Census indicates that Christians control approximately two-thirds of the assets in U.S. retirement funds, a whopping $21 Trillion dollars.

As Christians we are called to love our neighbors in the LGBT community, and we should seek to be a blessing to them as ministers of Christ’s love on earth. And while I hope that most people want to support and love LGBT people, I believe that most people do not support or accept homosexuality as a moral or appropriate lifestyle choice and do not want to get involved in LGBT activism.

The success of biblically responsible investing and failure of pro-LGBT funds suggests this is the real picture.

What do you think?


 
 
 

 

Inspire Investing Welcomes Timothy Plan ETFs To Biblically Responsible Investing Market

Press Release: Biblically Responsible Investing (BRI) market expands as new Timothy Plan ETFs (exchange traded funds) join those from Inspire Investing to broaden options for Christian investors.

The Biblically Responsible Investing (BRI) movement continues its rapid expansion. Demand from Christian investors desiring to align their portfolios to support biblical values has powered asset growth among fund companies and advisory firms focused on providing biblically responsible investment solutions.

Recently, Ambassador Advisors, a $520 million advisory firm serving the Christian investor market, made headlines by converting all of their assets under management to align with biblically responsible investing best practices in recognition that investors want alignment of their investments with their deeply held values and beliefs, and that sound biblical stewardship necessitates integration of biblical values into portfolio design and management.

Additionally, Inspire Investing, a global leader in the biblically responsible investing movement, has increased assets under management from $250 million to over $400 million since the beginning of the year, and was nominated as a finalist for “Best Thematic ETF of the Year” award in the annual ETF.com Awards.

Timothy Plan ETF Launch

And now that growth in demand has prompted yet another increase, this time in the supply side of the market with the launch of new biblically responsible Timothy Plan ETFs.

Timothy Plan is a long-standing leader in the BRI marketplace and offers a fully diversified suite of mutual funds all designed to support biblical values. Now they are joining fellow Christian Investment Forum member, Inspire Investing, as providers of exchange traded funds aligned with those same biblical values.

“We whole-heartedly welcome our friends at Timothy Plan into the biblically responsible ETF market,” says Robert Netzly, CEO of Inspire Investing, “The BRI movement is spreading like wildfire around the globe, and we need more high-quality, innovative, BRI solutions introduced to effectively serve this vast market and truly transform the way every Christian invests around the world for the glory of God.”

How Big Is The Christian Investment Marketplace?

The size of the Christian investment market in the United States is estimated at over $21 trillion, according to research conducted by Inspire Investing. This marketplace includes investors identified by researchers as “Evangelical”, “Catholic” and “Mainline Protestant”, and is based on data sourced from Pew Research, Economic Policy Institute and the US Census.

Notably, this number includes only retirement assets such as 401(k) and IRA accounts, indicating the actual figure could be much higher if non-retirement investment assets were included.

Using the same data set, the total US investor marketplace of retirement assets, including faith-based and non-faith-based investors, is approximately $31.4 trillion dollars in size. Data from the Investment Company Institute’s “2018 Investment Company Fact Book” pegs total US retirement assets at $28.2 trillion at the end of calendar year 2017, adding confidence that these numbers are reliably close.

“The Wall Street establishment has no idea about the size and magnitude of the Christian investor market,” added Netzly, “Most secular firms dismiss Christian investors as an obscure, irrelevant niche population. But the reality is that Christian investors control more than two-thirds of the retirement assets in the United States, and this sleeping giant is beginning to wake up to biblically responsible investing.”


 

 

Biblically Responsible Investing Movement Exploding

The Biblically Responsible Investing (BRI) movement is exploding — in a good way.

Demand from Christian investors desiring to align their portfolios to support biblical values is powering asset growth among fund companies and advisory firms focused on providing biblically responsible investment solutions.

Earlier this year, Ambassador Advisors, a $520 million advisory firm serving the Christian investor market, made headlines by converting all of their assets under management to align with biblically responsible investing best practices, recognizing that investors want alignment between their investments and their deeply held values and beliefs.

As Ambassador Advisors’ Chief Investment Officer, Christopher Coolidge, CFA®, puts it, “We believe you shouldn’t have to compromise performance to live your values. There’s more to making money than just making money. Biblically responsible investing allows Christians to apply their stewardship and the belief that all money is God’s money, not only for budgeting and giving purposes, but all the way through investing and legacy planning.”

My own firm, Inspire Investing, which is entirely dedicated to investing in the most inspiring, biblically aligned companies in the world, has increased assets under management from $250 million to over $400 million since the beginning of the year. We were also nominated as a finalist for “Best Thematic ETF of the Year” award in the annual ETF.com Awards.

God is at work in the hearts and portfolios of His people, and all glory goes to Him.

Timothy Plan ETFs Expand Biblically Responsible Investing Options

And recently that growth in demand has prompted yet another increase, this time in the supply side of the market with the launch of two new biblically responsible Timothy Plan ETFs. Timothy Plan is a long-standing leader in the BRI marketplace and offers a fully diversified suite of mutual funds all designed to support biblical values.

The new Timothy Plan ETFs are welcome additions to the growing lineup of world-class biblically responsible investment options available to Christian investors. The BRI movement is spreading like wildfire around the globe, and we need more high-quality, innovative, BRI solutions introduced to effectively serve this vast market and truly transform the way every Christian invests around the world for the glory of God.

How Big Is The Christian Investment Marketplace?

The size of the Christian investment market in the United States is estimated at over $21 trillion, according to research we have conducted at Inspire Investing. This marketplace includes investors identified by researchers as “Evangelical”, “Catholic” and “Mainline Protestant”, and is based on data sourced from Pew Research, Economic Policy Institute and the US Census.

Notably, this number includes only retirement assets such as 401(k) and IRA accounts, indicating the actual figure could be much higher if non-retirement investment assets were included.

Using the same data set, the total US investor marketplace of retirement assets, including faith-based and non-faith-based investors, is approximately $31.4 trillion dollars in size. Data from the Investment Company Institute’s “2018 Investment Company Fact Book” pegs total US retirement assets at $28.2 trillion at the end of calendar year 2017, adding confidence that these numbers are reliably close.

Sleeping Giant Awakening

The Wall Street establishment has no idea about the size and magnitude of the Christian investor market. Most secular firms dismiss Christian investors as an obscure, irrelevant niche population. But the reality is that Christian investors control more than two-thirds of the retirement assets in the United States, and this sleeping giant is waking up to biblically responsible investing.

Can you imagine the impact we Christians can have if we all just invested our money (God’s money) in alignment with biblical values?

What if we all just stood up and said, “Hey, Wall Street! We’re not going to invest in companies that manufacture abortion drugs, sell pornography, exploit child-slave labor or conduct any other blatantly immoral business practice anymore! We actually believe in the values taught in the Bible and we care about the glory of God, and we want investments that enable us to glorify our God in everything we do!”

Could our voice actually get noticed?

Bringing Down The Wall

The Bible tells the story of Joshua and the battle of Jericho, and how the Lord commanded that after the Israelites had marched around the city seven times, “then all the people shall shout with a great shout, and the wall of the city will fall down flat…” (Joshua 6:5).

It’s time for all of God’s people to shout with a great shout and bring down Wall Street’s “wall” of greed, corruption and immorality and usher in a new culture of investing for the glory of God.

Will you join us?