FFV® Custom Solutions

San Juan de Gaztelugatxe, Spain

Inform & apply a
Catholic values investing consensus

FFV® Solutions aim to inform and apply a Catholic values investing consensus that ensures our clients’ ultimate objectives remain in focus well beyond the investment decision.

Across our primary operational segments — screening and proxy voting — we aim to offer the breadth and depth of solutions required to arm our partners with the information they need to make faith-informed investment decisions. Sometimes this means developing bespoke solutions.

Custom Research

Screen Analytics

Custom Research

Our commitment to Catholic values extends well beyond the FFV Scorecard® screen set and voting policy. We seek to flexibly and immediately respond as companies adopt policies, data emerges, or news breaks.

Our custom research provides clients with the confidence they need before entering into long-term partnerships with external entities.

Screen Analytics

Custom Indices & Benchmarks.
Our technology supports direct indexing functionality, improved manager evaluation, extensive backtesting, and performance attribution.

Specialty Screens.
We can generate personalized screen sets to address organization-specific priorities, including alcohol, military weapons, & corporate donations.

Monitor, Report, & Engage.
As the leading repository of historic & current Catholic values screening data, we’re able to employ position-level and portfolio-wide detail to:

  • Ensure portfolio alignment regardless of asset class or strategy

  • Guide corporate engagement efforts

  • Measure effectiveness in key categories