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Our Faith & Finance score identifies the current alignment between your investments and Catholic values.

How We Find Your Faith & Finances Score

1.    Aggregate your investments after you open an account

2.    Screen investments for conflicts with Catholic values, including involvement in activities such as (but not limited to):
•    Abortion
•    Adult entertainment
•    Contraceptives
•    Controversial weapons
•    Human and embryonic stem cell and fetal tissue
•    Alcoholic beverages
•    Gambling
•    Military contracts

3.    Calculate your score
The Faith & Finance Score calculates an overall grade for the user’s portfolio, weighting the value and performance of investments against a Catholic values alignment grade. 
•    A performance grade is calculated by comparing total portfolio return for the past three years against the S&P 500 Target Risk Moderate Index.  
•    The Values alignment grade is calculated by adding up the weighted product involvements of all holdings in his/her portfolio

    
Example report:

[INSERT IMAGE OF SAMPLE REPORT HERE]