Investment Partner & Services Provider

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 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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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 Fund Performance

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