Survey: What do faith-based investors want from their asset managers?
- FaithInvest
- Feb 24
- 1 min read
This year FaithInvest is complementing its Faithful Finance training programme with a new course designed for investment professionals. This programme of two-hour interactive seminars aims to equip asset managers and other service providers with the insights and understanding needed to better support faith-based investors in their faith-consistent investing journey.
To bring additional insights to the seminars, this course, FaithInvest is conducting a survey among faith-based investors in our network. The purpose is to gather insights on their needs and expectations from asset managers, focusing on investment priorities, challenges, and preferred strategies. No confidential information is requested.
The findings from this short survey (only eight questions!) will play a key role in shaping our educational offerings, ensuring they are tailored to the needs of faith-driven investors.
Please only complete this survey if you represent a faith-based organisation.
The form asks questions such as:
'How important is it that your asset manager understands your faith values and integrates them into your investment strategy?'
'Have you ever had to change or consider changing your asset manager due to misalignment with your faith values?'
'What do you expect from an asset manager to better support your faith-consistent investing?' with options you can rank according to importance, such as:
A deep understanding of faith-based investment principles
Regular reporting on ethical and impact performance
Customisable faith-aligned investment products
Active engagement in shareholder advocacy
Transparent communication and collaboration
There are just eight questions. Clink the link below to be taken to the survey. We are very grateful for any feedback you can give us.
For more information about this survey or any aspect of our work at FaithInvest, contact training@faithinvest.org