Broker Check

Faith-Based Investing

Faith-Based Investing

At the Jal Dennis Group, we offer a range of Faith-Based Investing strategies. Our philosophy of making financial decisions informed by faith is very important to us and the clients that we serve. It helps balance social and financial considerations, according to a set of core investing values.

We offer a variety of investment options that go through a Value screening process and an ESG screening process.

Value Screens


Purity

 – Restrict companies that:

  • produce adult media products including movies, magazines, books, calendars and websites.
  • produce adult media products including movies, magazines, books, calendars and websites.
  • derive significant revenues from the rental, sale or distribution of adult entertainment media products.

Pro-Family

- Restrict companies that:

  • are engaged in the development or manufacture of abortifacients.
  • are verified providers of abortions

Alcohol

 – Restrict companies that:

  • derive material revenues from the manufacture of alcoholic beverages.
  • derive significant revenues from the supply of raw materials necessary for the production of alcohol.
  • derive significant revenues from the distribution of alcoholic beverages.

Cannabis

– Restrict companies that:

  • produce and/or sell cannabis for recreational use.

Nuclear Power

– Restrict companies that:

  • have an ownership interest in a nuclear power plant and derive a significant amount of electricity from nuclear sources.

Gambling

 – Restrict companies that:

  • derive material revenues from the production of goods used exclusively for gambling.
  • derive material revenues from ownership and/or operation of betting establishments.
  • derive material revenues from gambling support services.

Tobacco 

– Restrict companies that:

  • produce tobacco products including cigarettes, cigars, pipe tobacco and smokeless tobacco products.
  • derive significant total revenues from the production and supply of raw materials and other products necessary for the production of tobacco products.
  • derive significant revenues from the wholesale or retail distribution of tobacco products.

Weapons production and support systems

– Restrict companies that:

  • produce nuclear or conventional weapons or weapons systems.
  • produce customized components for nuclear or conventional weapons or weapons systems.
  • derive material revenue from the provision of weapons support systems and services.

Predatory lending

– Restrict companies that:

  • derive significant revenue from direct or indirect predatory lending practices.

ESG Screens

Social 

– Restrict companies that fail to effectively manage and address their social risks/operational impact, based on forward-looking data as well past performance, using criteria including:

  • supply chain labor standards.
  • human rights practices.
  • controversial sourcing.
  • employee health and safety.
  • product safety and quality.

Environment

– Restrict companies that fail to effectively manage and address their environmental risks/operational impact, based on forward-looking data as well as past performance, using criteria including:

  • carbon emissions and climate risk (for example, excluding almost all coal and oil sands companies).
  • energy efficiency.
  • environmental management and reporting systems.
  • impact of products and services on the environment.
  • supply chain management.
  • toxic emissions and waste.
  • water stress.

Governance 

– Restrict companies that fail to effectively manage and address their governance risks/operational impact, based on forward-looking data as well as past performance, using criteria including:

  • corruption and instability.
  • business ethics.

Have a question about faith-based investing? Want to learn more about how it works? We'd love to help!

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