Investment Overview

Your local church or organization can benefit from a carefully developed and professionally managed investment program rooted in the Three Simple Rules of John Wesley:

  • Do no harm (socially responsible)
  • Do good (positive impact)
  • Stay in love with God (increased focus on the church’s mission and ministry)

  View the latest quarterly investment overview

Follow the links below to download or view information about investment opportunities and fiduciary accountability through the Foundation:

Investment Policy Statement

Investment Overview

2021 UMFNIC Audit Report

2021 Annual Stewardship Report

Impact Report: Quantitative Portfolio: Impact Large Cap Core – ESG (2019)

Impact Report: Quantitative Portfolio: Impact International ADR – ESG (2020)

Impact Report: Quantitative Portfolio: Global Climate Solutions (2021)

To view the Investment Overview online, click on the links below:

About the United Methodist Foundation
– Multiply your church’s resources in the Name of Jesus Christ.

Value Comparison to Secular Advisors
– Entrust your church’s investments with the utmost care.

Sustainable and Socially Responsible
– Align your church’s investments with ethical standards.

Investment Partner & Services Provider
– Benefit your church with institutional-class solutions and care.

Quantitative Impact Portfolio Methods
– Put the best of the markets to work for your church.

Prudent Investment Management
– Simplify your church’s investments through three funds.

Overview of Fund Performance
– Track major benchmarks and aim for outperformance.


Forms: visit the “Resources” page for forms relevant to account holders.

Portfolio Allocation Calculator: download Excel file here

The Foundation’s Investment Policy Statement guides our Investment Program, giving direction to the Investment Committee of our Board of Directors.  The Investment Committee meets at least quarterly with our Investment Consultant, SouthCol Advisors.

Detailed information about investment management by the Foundation is available on request.

Contact us to learn more or to schedule a time to meet with you.

Print Friendly, PDF & Email