One Allocator’s Framework For Mission-Aligned Outperformance
Woman hands praying for blessing from god on sunset background
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The investment portfolio is a powerful lever that nonprofits and faith-based organizations can use to support their missions. Not all of the over 200,000 nonprofits that have investment accounts or nearly 68,000 congregations that derive part of their income from investments can hire full-time staff or consultants to align their portfolios with their missions. Without this alignment, these organizations risk mission drift, which Hope International CEO Peter Greer describes as the default setting of veering further and further off course from their ultimate destination.
Since 40% of nonprofits in the US are faith-based, and given my experience spending over five years…
