Socially Responsible Investing

We seek to make investments that have a positive impact on the world and work with our investment managers to appropriately consider environmental, social, and governance issues. We also advocate for corporate social responsibility with portfolio companies, and collaborate with others to advance best practices in SRI and catalyze socially responsible investments.

Our socially responsible investing strategy includes the following four pillars:

Positive Impact Investing

The Church Pension Fund (CPF) aims to achieve competitive financial returns while making a positive social impact. This includes investments in affordable housing, renewable energy, sustainable agriculture, and underserved communities.

Shareholder Engagement

CPF leverages its position as a significant institutional shareholder to address corporate social responsibility issues that have long-term investment implications. By promoting dialogue and filing shareholder resolutions, CPF encourages companies to align their practices with the concerns of The Episcopal Church.

CPF's engagement focuses on environmental sustainability, human rights, and increasing diversity among corporate leaders. We collaborate with the Committee on Corporate Social Responsibility (CCSR), The Domestic and Foreign Missionary Society (DFMS), and other investor groups to discuss ways to address our shared concerns.

ESG Incorporation

Our Investments team recognizes that environmental, social, and governance (ESG) issues can present significant opportunities and risks. CPF engages third-party managers to decide which investments to make with its assets. As part of the analysis and review process, CPF collaborates with both current and prospective managers to assess how they incorporate ESG considerations into their investment decisions.

Collaboration

Our collaboration efforts focus on working with other investors to advance best practices in socially responsible investing. Through these collaborations, we share insights, explore complex topics, advocate for issues of shared importance, and catalyze socially responsible investments.

We actively participate in industry working groups, networks, initiatives, and conferences, focusing on a wide range of topics, including diversity, climate, and human rights.