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Values Aligned Investing

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Values-Aligned Investing (VAI) enables institutions to align their investment strategies with their core mission and values. 

FEG partners closely with both consulting and OCIO clients, guiding them through a structured, values-driven process tailored to their unique goals and objectives. From developing individually crafted investment guidelines and manager selection criteria to providing ongoing monitoring and educational resources, our approach supports intentional alignment of your organization's investments with its core principles.

Why partner with FEG:

VAI Team: Our cross-functional, values-aligned investing team develops resources to create customized OCIO and consulting solutions. These frameworks are designed to reflect each client’s unique mission – whether that includes responsive investing, faith-based investing, and diverse manager investing guidelines. Manager Research: FEG's research team provides comprehensive investment due diligence on all active recommended managers. For passive, index-based strategies, FEG reviews the manager’s operational and compliance controls. Customized Solutions: From full portfolio construction to targeted allocations, we design structured solutions that seek to meet a client's values while pursuing competitive risk-adjusted returns wherever applicable.  Ongoing Education and Engagement: To keep our clients well-informed, FEG routinely shares educational resources on responsive investing, evolving faith-based guidelines, diverse manager opportunities, and other VAI-related developments.

Defining the Solutions By considering factors beyond traditional financial criteria, VAI empowers institutions to reflect their core values within their investment decisions while still seeking appropriate investment outcomes. Our common approaches include:

 

A Continuing Commitment to VAI FEG aims to assist institutional clients in integrating their mission and values into their investment portfolios. Our VAI team leverages our experience and resources to deliver tailored solutions that seek alignment with each organization's guiding principles.

 

To learn more about impact investing and ways to utilize intentionality, read more FEG insights: 

Investing with the Head and the Heart Diverse Manager Event Recap A Practical Guide for Asset Owners to Implement a Diverse Manager Program  

 


Responsive Investing

Responsive investing is an approach that seeks to align investment strategies with client values by evaluating and incorporating environmental, governance, and sustainability considerations into investments. Other terms for this approach may include socially responsive investing, mission-related investing, impact investing, or place-based Investing.


Diverse Managers

Reflecting client values by incorporating diverse ownership and leadership into portfolio construction.

 


Faith-Based

Investing that seeks alignment with organizational values through ethical principles and faith-informed perspectives, including Catholic (USCCB), Jewish, Protestant and other faith-aligned approaches.

Disclosures

Values Aligned Investing (VAI) and all aspects of our services related to VAI are done by FEG on a best-efforts basis. Because of various limitations due to the nature of various industry-related issues, FEG cannot guarantee that VAI will align with or achieve the expected VAI values or investment returns. Further, FEG relies on third-party service providers to determine whether various investments meet the applicable VAI characterizations; thus, FEG's ability to correctly categorize the VAI exposures of such investments will depend in large part on the accuracy of the third-party service providers. There can be no assurance that third-party service providers will correctly characterize the investments. Additionally, in many cases, FEG relies on representations from its investment managers and may not have the ability to verify the accuracy of the representations due to limited transparency.


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