Benefit your church with institutional-class solutions and care.
Partnering to Provide Mission-Aligned & High Quality Investment Solutions
Partnering with SouthCol Advisors and Envestnet | PMC the Foundation provides high quality portfolio management aligned with the church’s investment ethics and the proven long-term strategy of passively managing portfolio allocations to industry-standard indexes and benchmarks.
Founded in 1999 and headquartered in Chicago, Envestnet is a publicly traded company on the New York Stock Exchange and serves more than 105,000 financial advisors who oversee nearly 14 million investor accounts with nearly $5 trillion on Envestnet’s platform. SouthCol and Envestnet provide the following key services for the Foundation and our clients:
- Stewardship: Investment Consulting and Portfolio Solutions
- Governance: Fiduciary Services to Support Investment Committees
- Operations: Administration and Back-Office Solutions
- Accountability: Performance Reporting and Oversight
Envestnet | PMC’s suite of Impact Portfolios is built on a history in impact investing, quantitative expertise, and partnerships with industry leaders, such as Sustainalytics, an independent ESG and corporate governance research, ratings, and analysis firm. Sustainalytics provides the stock-level research data for the Quantitative Sustainable Portfolios …
- take a largely sector-neutral approach …
- must have a minimum Morningstar Sustainability Rating of 51 …
- a minimum carbon score that is 20% better than that of the index.
Visit another page under Investment Overview:
Investment Overview Main Page
About the United Methodist Foundation
Value Comparison to Secular Advisors
Sustainable and Socially Responsible (back)
Quantitative Sustainable Portfolios (next)