Performance + Values
It's All About the Values
Offer your clients more with the nation’s largest faith-based mutual fund family.1
“You know, a lot of you have heard me beat this drum for years now, but going forward as advisors, we’re going to have to increasingly specialize and focus on niches in order to differentiate.”– Michael Kitces, Nerd’s Eye View (April 2017)
This quote from Mr. Kitces is more impactful today than ever. ESG and SRI investing has skyrocketed, with a 38% increase in AUM since 20162. Approximately one-fourth of all assets under professional management (~$12 trillion) in the United States incorporate responsible investment strategies2.
Finding ESG and SRI investment alternatives for your clients isn’t a challenge — until you enter the Christian-values space. There are few alternatives that take a Christian faith-based investment approach to its funds. GuideStone Funds®, the nation’s largest faith-based mutual fund family1, has done just that for almost two decades.
With GuideStone®, you get more than values. You have available one of the best-performing mutual fund families, confirmed by the 2019 Lipper Fund Award3.
Offer your clients more … more values + more performance. Gain a new perspective with a differentiated offering: GuideStone Funds.
Learn more about Why We Screen and How We Invest
Our investment philosophy at GuideStone is simple: we believe attractive risk-adjusted returns may be achieved through a long-term, fundamental approach that identifies best-in-class managers and optimally allocates capital among them — all while remaining committed to Christian values.
Historically the knock has been that to actually have responsible investing, you had to give up some performance. I think we're seeing now that that isn't the case, and we're actually seeing lots of times where using an ESG framework can actually help you avoid companies with bad practices.” - Martin Kremenstein from an interview by Business Insider (May 2018)
Consider the Opportunity Potential
Offer world-class reach, rigor and risk management.
Over the years, we have analyzed hundreds of investment managers across most asset classes and investment styles in search of the appropriate sub-adviser combinations. By fusing the complementary styles and strategies of those GuideStone believes to be world-class sub-advisers, GuideStone Funds can provide diversification benefits that are not available on single-manager funds. This opens up opportunity for you by offering your clients:
Boost Performance Potential
- Provides access to proven investment management firms
- Combines managers with differentiated styles to drive strategic opportunities
Increase Operational Efficiency
- Reduces impact on investors when changes are needed
- Lowers investment research burden for advisors
- Lowers firm-specific risks
- Reduces style drift effect by sub-advisers
To learn how you can sell our funds to your clients, contact us today.
Rethink your perspective on faith-based investing.
Leverage the nation's largest faith-based mutual fund family.1
Learn how you can also Do well. Do right. Do MORE™. Talk with a GuideStone Funds expert today: