Invest.
With.
Purpose.
Faithful Ownership.
Systematically Applied.
At IWP Capital, we are constantly inspired by the impact Catholic investors have in addressing the challenges of our time. Catholic shareholders — at both institutional and retail levels — are more engaged than ever.
We strive to simplify the information and tools needed to make faith-informed investing possible:
Screening Services
FFV® Scorecard
Custom Indices
Proxy Advisory
FFV® Voting Policy
FFV® Solutions
Corporate Engagement
Custom Research & Reporting
The FFV® Scorecard
Propriety Screens for
Catholic Values
21
4
New Screens (‘22)
334
Client Accounts
11+
$3B
Screened AUM
Year Track Record
Enhancing the
Common Good
Protecting
Human Life
Pursuing
Economic Justice
Promoting
Human Dignity
Saving our
Global Common Home
Continuing to Innovate
Since 2011, we have sought to pursue, develop, and implement tools that couple industry-leading technology with Catholic values.
IWP has partnered with Trinity Fiduciary and Apex to launch Sanctify, an investing app for the everyday Catholic.
Pope Saint John Paul the Great
Centesimus Annus, 1991
“The decision to invest in one place rather than another, in one productive sector rather than another, is always a moral and cultural choice.”
Socially Responsible Investment Guidelines for the USCCB
2021
“First, avoid doing harm…
Second, actively work for change…
And third, promote the common good.”
Compare FFV®, USSCB Guidelines, & Mensuram Bonam