In 2006, Trinity Fiduciary was established to focus on Sustainably Responsible Investing and particularly its subsets, Faith-Based and Morally-Responsible Investing. The main barrier was that there was no standard definition of Faith- Based Investing and there were many conflicting opinions on how to benchmark financial returns. The FFV Scorecard is objective, defined, and reviews companies’ performance in four pillar areas:
A) Life and Family
B) Human Rights & Economic Justice
C) Environment
D) Corporate Governance
The goal of this filtering process is to find companies that are focused on promoting a sustainable product or service in a sustainable manner for years to come. Trinity Fiduciary talks with corporate management, votes proxies, and uses shareholder actions to improve companies’ scores for the main purpose of increasing their shareholder value.
We work with institutions and advisors to apply the FFV Scorecard ™ to their investment program and have the complete ability to make adjustments to financial portfolios that align with customized preferences for investment strategy and financial goals.