Research

Calculation and Analysis of Inspire’s Approach to Biblically Responsible Investing

In November 2021, the U.S. Conference of Catholic Bishops (USCCB) updated its Socially Responsible Investment (SRI) Guidelines¹ after 18 years.

“Faith-based Investment and Sustainability” is a an in depth research paper written by Kevin Bifulco from the University of Siena Department of Business and Legal Studies.

While screening a portfolio does not guarantee alpha generation, this study shows that using the Inspire Impact Score methodology has the potential to provide outperformance when compared to a non-screened benchmark.

In the beginning, “the LORD God took man and put him in the garden of Eden to work it and watch over it.” (Genesis 2:15, NLT, emphasis added) This is a Biblical framework for how investing should be.

BRI is an investing approach that seeks to ensure that a Christian is investing in a way that is consistent with the moral standards of the Bible. Is BRI a helpful investment approach?