By Kate Quiñones of EWTN News

Remembering "the lordship of Christ is over everything,” Catholic and Protestant leaders are prioritizing ethical investing by making their voices heard as shareholders. At the 2026 Christian Institutional Investors conference in Lakewood, Colorado, on April 8, speakers urged Christian businesses, schools, and apostolates to stand up for their beliefs as investors.

By Richard Todd and Sarah Newman | Published by TheDailySignal

Tis the season: Quite soon, a slew of large public companies will be holding their annual shareholder meetings, which can feature voting on resolutions of all sorts of subjects and motivations

By Tessa Gervasini | Published by Catholic News Agency / National Catholic Register

Archbishop Timothy Broglio told investors at the Christian Institutional Investors Conference (CIIC) at The Catholic University of America (CUA) that investing should be “wise, prudent, and faithful.”

By Richard Todd | Published by TheDailySignal

Proxy voting is a key responsibility of all fiduciaries. Why in particular should conservatives, and especially traditional worshippers, take care with that responsibility?

By Richard Todd | Published by Christian Leadership Alliance

Under the nose of Christians, investment committees and managers have forced initiatives onto the public that do not align with our values. Historically, investors trusted company management to support initiatives in the company’s and their shareholders’ best interest.

By Richard Todd & Sarah Newman | Published in Christian Leadership Alliance

Investment committees responsible for managing the assets of Christian organizations frequently overlook or only partially utilize Christian investment principles. This article explores the reasons behind this approach and explains why it may ultimately be a mistake.

By Richard Todd and Sarah Newman | Published by Christian Leadership Alliance

Historically, Christian investing has been about carving out sin stocks, and Christian investors have settled for just living with the underperformance. Those days are long gone.

By Kate Quiñones | Published by Catholic News Agency

Catholic and Protestant leaders are collaborating to make ethical investing decisions for their businesses, apostolates, and universities.

By Richard Todd | Quoted by Catholic News Agency

In today’s complex society, it takes effort to ensure that your hard-earned money, once invested and out in the financial ether, doesn’t fund the kinds of things that Catholics abhor.

By Richard Todd | Published by ABACC Newsletter

Pat Lencioni, bestselling author and well-regarded management consultant, stresses the importance of culture in an organization. He states, “leaders have to realize that [culture] is more important than finance or strategy, or operating, or technology. It’s the context for business.”

By Richard Todd | Published by Philanthropy Daily

Christians and Christian organizations should be intentional about their investing, especially in this era of cancel culture, as they are being pushed to the sidelines and are being de-platformed and debanked.

By Richard Todd | Published by CLA Blog

Proxy voting is the delegation to cast a ballot on behalf of a shareholder. Most shareholders do not attend board meetings and delegate that responsibility. Shareholders and their proxies have typically voted on myriad issues: executive compensation, board of directors make-up, budget, mergers, and bylaws.

By Richard Todd | Published in National Catholic Register

Government agencies and thousands of investment managers have embraced the Environmental, Social, and Governance (ESG) ideologies and are forcing those concepts onto Americans, American businesses and American families.

By Richard Todd and Sarah Newman | Published by Christian Leadership Alliance

Biblically responsible investing in the faith-based institutional world is growing as more products come onto the market, making it easier for faith-based institutions to invest in alignment with their beliefs.

By Richard Todd | Published by AmPhil

As an investment consultancy, Innovest’s role is to perform due diligence on the managers, products, and strategies that our clients use. Ultimately, our comprehensive qualitative and quantitative approach determines if past performance is luck or skill and if it is repeatable in the future.

By Peter Girard and Sarah Newman | Published by U.S. Chamber of Commerce

In this tumultuous environment, there is no shortage of opinions on the likelihood—or not—of a coming economic recession. Whether you land in the soft landing, hard landing, or no landing camp, the new year is an opportune time to reevaluate best practices as it relates to responsible stewardship of your company’s investment portfolio.

By Tyler Arnold | Published by Catholic News Agency

A Denver-based investment firm is working with the Catholic Benefits Association to develop a 401(k) retirement plan that filters out stocks that promote behavior in contradiction to Catholic teaching.

By In His Name HR

In today’s tumultuous economic situation, Christians can struggle to navigate financial complexities and challenges. The prevailing global obstacles, ranging from shifts in politics to economic instability and social unrest, are impossible to ignore. Uncertainty seems to loom everywhere. 

By Sarah Newman | Published by Christian Leadership Alliance

In every portfolio construction presentation to nonprofit organizations, we anticipate this question: “What dollar amount is right to begin investing our organization’s excess funds?”

By Richard Todd | Published by Christian Leadership Alliance

For those that haven’t developed a strategy for their culture, the excuses are numerous: “We’re too small to care about culture,” “We don’t have time for culture,” or “Culture doesn’t matter for religious organizations; we’re all Christians.” We believe that they are all wrong. Regardless of size or mission, avoiding culture can be a big mistake.

By Richard Todd | Published by Compass Catholic Ministries

The secular world pushes Christians into quietly practicing their faith only within the walls of their homes and the churches where they worship. More companies are telling their employees that their crosses and crucifixes must come off their walls and that the topic of religion should not be broached.

By Richard Todd | Published by AmPhil

An organization’s culture is simply defined as the shared values and practices that align them. In other words, it is the glue that holds an organization together. The more successful the company, the more its leaders tend to care about its culture.

By Richard Todd | Published by Christian Leadership Alliance

Faith-based organizations -- churches, dioceses, religious orders, and other religious institutions – have often created portfolios for their investments assets that are aligned with their values.

By Richard Todd | Published by U.S. Christian Chamber of Commerce

As an investment consultant to more than 75 nonprofit organizations both secular and religious, we are often surprised how stressed the corporate culture can be at many of these organizations. Culture is the glue that holds organizations together.

By Richard Todd and Sarah Newman | Published in the CLA Blog

Why Evaluate the Values of Your Investment Providers? Organizations with a strong focus on environmental concerns have not been shy about requiring that the money managers and vendors they work with hold values congruent with theirs.

By Sloan Smith and Sarah Newman| Published by the National Catholic Register

Religious organizations work hard to balance numerous items including mission and money. Resources are often tight, and dollars need to stretch as far as they possibly can.

By Richard Todd | Published in the Denver Business Journal

Innovest is often retained by nonprofit organizations embarking on a capital or major gift campaign. Large donors frequently care about whether the organization asking for support is a good steward of the current assets they manage.

By Dustin Roberts and Frank Cornett | Published by 401K Specialist

Religious organizations work hard to balance numerous items including mission and money. Resources are often tight, and dollars need to stretch as far as they possibly can. As if balancing the budget wasn’t enough, CFOs, COOs, executive directors, boards and finance committees of Catholic organizations are tasked with constructing portfolios with a morally responsible component to them, while also hitting their investment objectives.

By Richard Todd | Published by AmPhil

As an investment consultancy, Innovest’s role is to perform due diligence on the managers, products, and strategies that our clients use. Ultimately, our comprehensive qualitative and quantitative approach determines if past performance is luck or skill and if it is repeatable in the future