SRI DEFINED

SOCIALLY RESPONSIBLE INVESTING (SRI)

Socially Responsible Investing (SRI) has a common beginning with English Trust Laws. In the late 17^th century, families started to form trusts and would often include non-financial investment restrictions. SRI evolved and was also utilized throughout United States market history. For decades, investors began setting social restrictions to protect themselves from controversial industries or companies. SRI became a popular market segment in the 1970’s- mainly focusing on environmental and social screens.

Over time, SRI has established its merit as a way to increase financial and social return with investors, like Warren Buffet, who pay a significant amount of importance to utilization of non-financial factors in fundamental analysis.

Over $3 trillion was estimated to be invested in the SRI category at the end of 2010.

TRINITY FIDUCIARY DEFINES SRI

In 2006, Trinity Fiduciary began focusing on the Socially Responsible Investing subset, Faith-Based Investing. There was no standard definition or standard index surrounding Faith-Based investing so Trinity set out to define the methodology similar to that of the quantitative fundamental stock model to produce successful and repeatable results. The FFV Scorecard ™ was successfully created and now aids in tremendous research to prove the positive correlation between Socially Responsible Investing and financial return.

Through a highly-integrated investment process, we take a practical, objective, and informative approach to Faith-Based investing. Faith-Based investing is not only investing in companies that make Faith-centered products or sell Faith-centered services. Faith-Based investing is defined as two things:

Investing in companies that are fiscally conscious and responsible when spending their money.
Investing in companies that act as a responsible shareholder: including voting shareholder proxies and joining shareholder efforts, where appropriate.

When we work with our clients to invest in a Socially Responsible Manner, we focus on two pieces:

Managing the portfolio to seek market returns for their investment strategy
Managing the portfolio for a social return which is defined as being an ethical, socially and environmentally-responsible steward.

We execute our invest philosophy and strategy through a combination of mutual funds and/or separate account strategies.