inspire investing · source: u.s. sif foundation (2018) 1.(esg) : environment, social, governance....
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Inspire Investing I N S P I R I N G VA L U E S B U I L D I N G Q U A L I T Y P O R T F O L I O S
I N S P I R E I N V E S T I N G 1
Inspire Investing
• Founded: 2015
• Headquarters: Silicon Valley, CA
• Distinctives: Innovative, faith-based ESG index strategies combining competitive cost, factor investing and positive impact.
• Accolades: Nominated finalist ETF.com Awards: “Best New ESG ETF – 2017”,“Best New ETF Issuer –2017” and “Thematic ETF of the Year– 2018”
• Thought Leadership: FOX Business, Wall Street Journal, Financial Times, New York Times, Bloomberg, Yahoo! Finance, Thomson Reuters, Huffington Post and other major media.
• Clients: Global client footprint of institutions, foundations, family offices and individual investors
I N S P I R E I N V E S T I N G 2
I N S P I R I N G T R A N S F O R M A T I O N W I T H F A I T H - B A S E D E S G I N D E X I N V E S T I N G
Robert NetzlyCEO & President, Portfolio ManagerFounder, Inspire#1 bestselling author of “Biblically Responsible Investing”Previously at Wells Fargo Private Client Services.
Darrell Jayroe, CFA, CFP, CKACIO, Senior Portfolio Manager23 years experience. Previously at Bank of Oklahoma, PaineWebber, Southwest Securities
Joseph VerissimoVP Sales and Marketing2012 FA MVP with Next FinancialPreviously with Wells Fargo Advisors
Shane Enete, CFAInvestment AnalystChairman, Inspire Research Institute for BRI at BiolaFinance Professor, Biola UniversityOversaw $200B assets at Meketa & Brandes
Aaron Moon, MBACOO/CCOMBA from Biola UniversityPreviously a financial advisor with Christian Wealth Management
Leadership Team Investment Team
Dr. Erik Davidson, CFAChief Economic AdvisorFormer CIO for Wells Fargo Private Bank managing over $200B in assets.Co-authored “Investing in Separate Accounts” and “The E-Finance Report” booksDBA in Behavioral Finance from DePaul University’s Kellstadt Graduate School of Business.
I N S P I R E I N V E S T I N G 3
Agenda• Problem with the current investment universe
• The rise of the screened investment
• Filling the gap
• Advisor opportunity
I N S P I R E I N V E S T I N G 4
What are you really invested in?
I N S P I R E I N V E S T I N G 5
G A M B L I N G ?
A B O R T I O N ?
A L C O H O L ?
H U M A N T R A F F I C K I N G ?
L G B T A C T I V I S M ?
T O B A C C O ?
P O R N O G R A P H Y ?
What are you reallyinvested in?
I N S P I R E I N V E S T I N G 6The results shown are subject to change at any time.
But, does anyone care?
I N S P I R E I N V E S T I N G 7
The Rise Of Screened Investments
8
The Rise Of Screened Investments
I N S P I R E I N V E S T I N G 9Source: U.S. SIF Foundation (2018)1.(ESG) : Environment, Social, Governance.There is no guarantee that any investment will achieve its objectives, generate positive returns, or avoid losses. Past performance no guarantee of future results.
ConsumerInterest
I N S P I R E I N V E S T I N G 10Sources: Morgan Stanley Institute for Sustainable Investing, Cerulli Associates (2017)Past performance is no guarantee of future results.
86% 84%
67%
14% 16%
33%
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
Millennials Women Men
ESG INTEREST OF INVESTORSInterested Not interested
Current Options
11
Current Solutions
• Green Funds
• Environmental, Social, Governance (ESG)
• Faith-Based• Biblically Responsible Investing (BRI)• Sharia• Kosher
I N S P I R E I N V E S T I N G 12
S O C I A L L Y R E S P O N S I B L E I N V E S T I N G ( S R I )
Filling The Gap
13
Inspire was born to fill the gap
The Inspire Way:Positively BRI
I N S P I R E I N V E S T I N G 15The Inspire Impact Score®, is a proprietary selection methodology that is designed to assign a score to a particular security based on the security’s alignment with biblical values and the positive impact that company has on the world through various environmental, social and governance criterion. There is no guarantee that any investment will achieve its objectives, generate positive returns, or avoid losses.
Identify the most inspiring companies
Range from -100 to +100
Invest in companies closest to +100
Proprietary database of thousands of company scores
Inspire Impact Score:
ScreeningFlowchart
I N S P I R E I N V E S T I N G 16There is no guarantee that any investment will achieve its objectives, generate positive returns, or avoid losses.
Advisor Opportunity
17
AdvisorPerceptionVs. Reality
I N S P I R E I N V E S T I N G 18Sources: Morgan Stanley Institute for Sustainable Investing, Cerulli Associates (2017)Past performance is no guarantee of future results.
86% 84%
67%
38%
14% 16%
33%
62%
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
Millennials Women Men Advisors
ESG INTEREST OF INVESTORS -VS- ADVISORSInterested Not interested
Investors have increasingly poured money into impact investments
I N S P I R E I N V E S T I N G 19
Source: U.S. SIF Foundation (2018)1.(ESG) : Environment, Social, Governance.There is no guarantee that any investment will achieve its objectives, generate positive returns, or avoid losses. Past performance no guarantee of future results.
SRI Assets have grown to 26% of all assets under management in the U.S.
I N S P I R E I N V E S T I N G 20Source: U.S. SIF Foundation (2018) (SRI) : Socially Responsible Investing.There is no guarantee that any investment will achieve its objectives, generate positive returns, or avoid losses. Past performance no guarantee of future results.
Biblical investing has huge opportunity!
I N S P I R E I N V E S T I N G 21
327,167,434 Americans per the US census website (2018)Pew Research Religious Landscape Study (2018)Economic Policy Institute (EPI) - The Average American Family Retirement savings (qualified money) is $95,776 (2016)
There is no guarantee that any investment will achieve its objectives, generate positive returns, or avoid losses. Past performance no guarantee of future results.
Biblical investing makes a splash with the media
I N S P I R E I N V E S T I N G 22There is no guarantee that any investment will achieve its objectives, generate positive returns, or avoid losses. Past performance no guarantee of future results.
“This will be an interesting company to watch…” —ETF Advisor Magazine
“The Chick-fil-A of investments.”
“Biblically responsible investing is booming.”
Inspire makes the cut with multi-billion dollar money managers
I N S P I R E I N V E S T I N G 23There is no guarantee that any investment will achieve its objectives, generate positive returns, or avoid losses. Past performance no guarantee of future results.
Recap• Problem with the current investment universe
• The rise of screened investments
• Filling the gap
• Advisor opportunity
I N S P I R E I N V E S T I N G 24
Inspire gives away 50% or more of the net profits we earn from our management fees every year, donating them to Christian ministries to create meaningful change in the lives of people all around the world.
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National Admin Office: 650 San Benito St, Ste. 130 Hollister, CA 95023; Phone: (877)658-9473; Email: [email protected]. Investment advisory services offered through CWM Advisors, LLC dba Inspire, a Registered Investment Adviser with the SEC.