Guidelines for faith-consistent investment
In 2017 ARC compiled a book of guidelines from major faiths on their investments and how to use them for a better world.
The Zug Guidelines to Faith-Consistent Investing outline the investment priorities for 30 traditions from eight of the world's major faiths – Buddhism, Christianity, Daoism, Hinduism, Islam, Judaism, Sikhism and Shintoism. They focus on how faiths can use their investments to support environmental and sustainable development for a better world.
The Zug Guidelines will be launched at the Zug Faith in Finance meeting in Zug, Switzerland on October 31, 2017. You can read about each faith group's principles for faith-consistent investing by downloading your own copy of the full Zug Guidelines here. Below are some additional policies for faith-consistent investing produced by a number of faith traditions.
Church of Sweden
The Church of Sweden is an Evangelical Lutheran national church and the largest Christian denomination in Sweden.
Church of Sweden Environmental Policy
Church of Sweden Financial Policy
The Evangelical Church in Germany
The Evangelical Church in Germany (EKD) is a federation of 20 Lutheran, Reformed and United Protestant regional churches and denominations in Germany. It is one of the largest national Protestant bodies in the world.
Guidelines for Sustainable Investment in the German Protestant Church
Guidelines for Exclusion Criteria in the German Protestant Church
Guidelines for Green Bonds in the German Protestant Church
Climate change and the German Protestant Church
Jewish Investor Network
JLens is a network of thousands of Jewish institutions and individuals exploring investing through a uniquely Jewish lens.
JLens Jewish Investment Insights
The Methodist Church in Great Britain
The Methodist Church of Great Britain is the fourth-largest Christian denomination in Britain and the mother church to Methodists worldwide.
Methodist Church 2017 Accounts
Oblate International Pastoral Investment Trust (OIP Trust)
The OIP Trust is an investment fund entrusted with the financial resources of more than 200 Roman Catholic organisations located in over 55 countries.
OIP Screening Criteria
Presbyterian Church (USA)
The Presbyterian Church in the United States is a Protestant Christian church and the largest Presbyterian denomination in the US.
Presbyterian Church (USA) FCI Guidelines
Presbyterian Church (USA) FCI Appendices
Quakers in Britain
Quakers in Britain is a Christian denomination also known as the Religious Society of Friends.
Quakers BYM Investment Policy
Shine Advisory Committee
The Shine Advisory Committee is composed of members of the faith, foundation and NGO sectors.
Shine Principles for Energy Access Investing
United Church of Christ
The United Church of Christ is a Christian denomination with more than 5,100 churches in the United States.
UCC Faith Consistent Investing Principles and Future Directions
UCC Investment Policy Statement January 2017
UCC Church Building and Loan Fund Policy
Other resources
Download your own copy of the The Zug Guidelines to Faith-Consistent Investing
Download your copy of ARC's Faith in Finance book.
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