FOR PEOPLE
AND PLANET
BRIDGING THE GAP
A MASTERCLASS IN ENGAGING FAITH-BASED INVESTORS EFFECTIVELY
There has been a huge growth of interest in values-driven, faith-consistent investing in recent years. But all too often, lack of understanding has left a divide between investment professionals and faith-based investors. Our interactive seminars for industry professionals provide the tools and insights needed to engage effectively with the rapidly expanding faith-based investment market.
Faith-based investing isn’t just a niche – it’s a growing movement shaping the future of finance. Are you ready to position yourself as a leader in faith-consistent investing?
A MASTERCLASS IN ENGAGING FAITH-BASED INVESTORS
The faith-driven investment market is expanding rapidly, with faith-based asset owners managing trillions of dollars globally. Yet many investment professionals struggle to understand and engage with faith-based investors effectively.
Traditional approaches to ethical investing often focus on exclusions, but faith-consistent investing is evolving. Today’s faith-based investors expect transformative impact, aligning their portfolios with their faith values, often prioritising the UN's Sustainable Development Goals and addressing systemic risks.
To meet this demand, financial professionals must build trust, deepen their understanding of faith values, and develop tailored investment solutions. Yet all too often, faith-based asset owners tell us of gaps in understanding, communication and experience that creates divides and leaves both sides struggling to translate religious values into actionable investment strategies
That's why we are launching a new programme of two-hour interactive seminars to help bridge this gap by equipping investment professionals with the insights, and strategies needed to serve this growing sector effectively.
'There’s a perception that the religious sector and the investment industry speak entirely different languages. Our goal is to bridge that divide and provide industry professionals with the understanding and strategies they need to engage meaningfully with this audience'
– Dave Zellner, FaithInvest Executive Chair and former CIO, Wespath
WHAT THE MASTERCLASS WILL COVER
This masterclass is designed to give investment professionals a comprehensive understanding of faith-driven investing, including:
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Faith-based investor priorities – What motivates faith-driven investors and how they approach ethical investing.
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Understanding diverse faith traditions – Recognising the differences in investment attitudes across religious groups.
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Practical engagement skills – Learning how to communicate effectively with faith-based clients and translate values into investment decisions.
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Case studies and real-world applications – Exploring successful examples of faith-consistent investment approaches.
WHO WILL BENEFIT
This masterclass is valuable for professionals working in the investment industry who want to deepen their understanding of faith-driven investing, including:
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Investment advisors and portfolio managers looking to expand their client base.
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Financial planners and relationship managers engaging with faith-based clients.
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Investment analysts seeking insights into the ethical investing landscape.
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Business development teams within financial firms looking to create faith-aligned investment solutions.
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Anyone interested in values-based finance who wants to integrate faith-aligned investing into their expertise.
WHAT YOU WILL LEARN
By the end of this course, you will:
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Gain greater knowledge of the faith investment sector, allowing you to position yourself as a trusted advisor.
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Develop strategies to better serve faith-based investors and understand their unique financial priorities.
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Enhance your engagement skills, enabling more effective client relationships and faith-aligned investment solutions.
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Unlock new business opportunities by tapping into one of the fastest-growing sectors in responsible investing.
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Strengthen your impact investing expertise, moving beyond traditional ESG approaches to more faith-aligned strategies.
PRACTICALITIES
This masterclass is delivered via a series of two-hour interactive seminars, which will include testimony from industry professionals and faith-based asset owners and plenty of time for discussion. The first two seminars are scheduled for:
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Tuesday May 6: 10.00 New York / 15.00 London / 16.00 Paris
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Tuesday May 13: 13.00 New York / 18.00 London / 19.00 Paris
Cost – usually £500 per person but to celebrate the launch of the new programme, we have an early bird offer of £350 for bookings made by Friday April 11. Click below to find out more and register your interest in attending (no financial commitment required at this stage).
'Unlocking the faith-driven investment market requires trust, understanding, and alignment with ethical and financial goals. The right approach can lead to both business growth and meaningful social change.'
– Dave Zellner, FaithInvest Executive Chair and former CIO, Wespath