Faith Based Core Ops Strategy
The Core Ops strategy is a combination of a core set of funds and opportunistic funds, designed to help manage losses and take advantage of growth opportunities. This hybrid approach combines long-term asset allocation with tactical management, allowing for a balanced and strategic investment approach. With a focus on technical analysis and weekly reviews.
While this strategy may have the least amount of faith funds compared to other strategies, it still prioritizes investments that align with your religious values. This means that your investments can reflect your commitment to conscientious and ethical investing, giving you peace of mind that your money is being used in a way that is consistent with your beliefs.
- This strategy is most appropriate for account values of $80,000 or higher.
- The core opportunity strategy combines a core set of funds and opportunistic funds to manage losses and take advantage of growth opportunities.
- The strategy uses a hybrid approach of long-term asset allocation and tactical management based on technical analysis.
- The core strategy includes a mix of stocks, bonds, and international investments, with overweighting in sectors with growth potential.
- This strategy utilizes mutual funds and exchange traded funds, which are lower-cost funds, resulting in lower internal fees.
- Satellite sector and core flexion satellite reviewed weekly, while bonds and stocks and domestic, international, etc. are only reviewed quarterly
- An algorithm used to make buy/sell decisions, with input from the investment team
- Seeks enhanced performance and protection in downward trending markets
- Fees for the Core Ops strategy are not higher due to the more frequent reviews, as the team conducts due diligence for all strategies together during quarterly reviews.
https://www.investopedia.com/articles/stocks/12/investing-and-faith.asp
https://www.yieldstreet.com/blog/article/faith-based-investing/
https://www.morganstanley.com/articles/faith-based-investing-guide
https://www.adventpartnersfp.com/articles/investing-with-purpose-how-faith-based-investing-works/
https://www.faithfi.com/faithfi/the-best-investment-ive-ever-made-4046
https://retirementstewardship.com/2022/05/25/faithful-investing/
https://russellinvestments.com/us/blog/helping-clients-with-faith-based-investing
https://store.samhsa.gov/sites/default/files/pep23-02-01-003.pdf