Congregations and Faith-Based Investment Opportunities

Unite with faith organizations for Responsible Investing

Charitus offers congregations and faith-based charitable organizations the opportunity to pool their investments with ours. Our partners benefit from professional investment management in accordance with an Investment Policy that emphasizes preservation of capital, generation of reasonably predictable streams of income, capital growth while ensuring Responsible Investing policies are followed.

Charitus has:

  • Been overseeing investments since 2008
  • Responsible Investment policies
  • A focus on preserving capital, generating income and growing funds
  • Over 70 congregations and church institutions now investing with us
  • Fiera Capital is our investment manager
  • Over $85 M in assets under management

Average Annual Returns

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Aligning your investment practices with your beliefs

Responsible Investment (RI) integrates environmental, social and governance considerations into the investment process. It is a way of investing that builds a just and sustainable society. It respects the mission and beliefs of our faith-based partners while achieving our practical financial goals. RI is also a tool to spread messages such as respect for the planet, corporate integrity and justice.

For Charitus, RI or Faith Based Investing means the integration of environmental, social and governance considerations into our investment management processes and ownership practices. We prioritize 5 fundamental RI issues into our investment strategy: Human Rights and Dignity, Labour Rights, Economic and Social Justice, Environmental Sustainability, and a Global Culture of Peace.

We execute your Faith Based Investing strategy by:

Active Ownership

  1. Investing directly in organizations that produce social or environmental benefits as well as financial returns.
  2. Engaging with companies through SHARE’s corporate engagement programs.
  3. Authorizing our asset manager to participate in the governance of companies we invest in by voting proxies.

Portfolio Management

  1. Making sure that potential investments are screened during the selection process and regular monitoring against our policy. Full criteria for our screening can be found here in our Investment Policy.
  2. Empower our Asset Manager, Fiera Capital to evaluate each investment option with a ESG lens.

Additional Resources

Security Transfer Form

Form to be used to transfer securities to Charitus for a donation

Faith Based Investing

Investing with Charitus

Investment Policy

Investment Policy

Our Investment Portfolio

Q4 2023 Investment Portfolio

Partners We Work With

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Eastern Synod
Hosanna
Raven Indigenous Capital Partners
Will Power

News & Resources

Securities Transfer Form

Click here to access the form that is to be used to transfer securities to ELFEC for a donation.