Investment Partner & Services Provider

Benefit your church with institutional-class solutions and care.

Partnering to Provide High Quality Investment Solutions

The Foundation partners with Envestnet | PMC to provide clients 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 several thousands of clients by providing investment solutions for more than $2 trillion across a wide array of technology, consulting, and management services. Envestnet provides 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 stock portfolios. The resultant Quantitative Impact 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.

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Investment Overview Main Page

About the United Methodist Foundation

Value Comparison to Secular Advisors

Sustainable and Socially Responsible (back)

Quantitative Impact Portfolio Methods (next)

Prudent Investment Management

Overview of Moderate Fund

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