USCCB Investment Guidelines

usccb

Apostolic Financial Advisors, LLC will make every attempt to follow socially responsible investment guidelines of the USCCB, as set forth in their statement, Principles for USCCB Investments, on November 12, 2003. The USCCB investment policies cover the following areas: protecting human life; promoting human dignity; reducing arms production; pursuing economic justice; protecting the environment, and encouraging corporate responsibility.

The complete statement can be accessed by clicking on the link below…

http://www.usccb.org/about/financial-reporting/socially-responsible-investment-guidelines.cfm

Frequently Asked Questions

There is a prevailing belief among investors that ethical considerations will limit the performance of mutual funds, causing them to lag behind other actively managed funds. This sentiment is common, but also unfounded. There is substantial evidence amassing that suggests values-based screening enhances portfolio performance. For example, Domini 400 which is a screened index fund has outperformed the S&P 500 by 0.82% annualized over 20 years, from May 1, 1990 to March 31, 2010. More evidence can be seen in the Credit Suisse Most Admired Portfolio, which has offered a performance advantage over the S&P 100 benchmark by 3.3% annualized since 1983. Of course, past performance does not guarantee future results.

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Yes. However, some turnover of holdings would be expected. We review holdings of existing accounts regularly. New accounts are reviewed prior to the client retaining the services of Apostolic Financial Advisors, LLC. Initially, trading is focused on structuring the portfolio to comply with client’s desired investment philosophy and guidelines, and to better reflect our values based methodology of investing.

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USCCB Investment Guidelines

Frequently Asked Questions

Do “values-based” investment strategies lag traditional investment strategy returns?

Will Apostolic Financial Advisors, LLC accept existing securities?

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