Benjamin Bailey, CFA, VP of Investments for Praxis Investment Management, joined Keith Black, Managing Director of RIA Channel, to discuss how advisors and clients can benefit from faith-based investments.
Bailey notes that faith-based investments are a large and growing space, with a significant portion of clients desiring to integrate their values with their investments. A recent faith-based investing research report shows that over 75% of surveyed investors are interested in discussing whether and how faith can be considered in investment portfolios, while only 9% of advisors are willing to initiate that conversation. Many clients will seek out faith-based investments on their own if advisors don’t engage them on the topic.
Advisors are concerned about how to broach this subject with their clients. Bailey suggests that advisors start the conversation with the question, “Do you want to invest with your values?” This broad question encompasses any values the client may hold, whether those values are faith-based or not. Having this conversation can help advisors deepen their relationship with clients.
Both clients and advisors are concerned about the performance potential of faith-based investments, as strong performance is required to reach long-term wealth and spending goals. Today, numerous options are available to build faith-based portfolios across various asset classes. Praxis strives to minimize benchmark tracking error through portfolio optimization, offering mutual funds and ETFs that seek to track benchmark returns as closely as possible while avoiding companies not aligned with faith-based values.
Praxis launched two faith-based ETFs in 2025, offering investors access to faith-based investments in a tax-efficient vehicle.
WEBCAST – Faith-Based Investing: Making It Practical From Onboarding to Client Meetings
Seventy-eight percent of investors say it’s important to learn about faith-aligned options from their advisor, according to 2025 research from Praxis Investment Management. But only 9% of advisors say they initiate conversations with clients about faith-based investing.
To close that gap, advisors need specific language and frameworks to confidently address the “Three Ps” of faith-based investing—Purity, Performance, and Portfolio Fit—across client onboarding, investment selection, and client meetings.
This conversation-style session is for advisors building or exploring a niche in faith-based investing AND those whose clients ask about it.
The session draws on proprietary research and three decades of advisor conversations from Praxis, a pioneer in faith-based investing focused on delivering benchmark-aligned returns.
What You’ll Learn:
- How to initiate faith-based investing conversations without presuming client interest or perspective
- The Three Ps of faith-based investing (Purity, Performance, Portfolio Fit) applied across the client lifecycle
- How to answer challenging questions like “Why is Company XYZ in my portfolio?”
- How faith-based investing deepens and strengthens client relationships
Accepted for 1 CFP® / IWI / CFA CE Credit
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Resources:
Faith-based investing: The conversation clients seek, the value advisors can add
Praxis Impact Large Cap Growth ETF (PRXG)
Praxis Impact Large-Cap Value ETF (PRXV)
How Praxis strives to minimize benchmark tracking error
Consider the fund’s investment objectives, risks, charges and expenses carefully before you invest. The fund’s prospectus and summary prospectus contain this and other information. Call 800-977-2947 or visit praxisinvests.com for a prospectus, which you should read carefully before you invest.
There can be no guarantee that any strategy (risk management or otherwise) will be successful. All investing involves risk, including potential loss of principal.
Praxis Mutual Funds® and Praxis ETFsTM are advised by Praxis Investment Management and distributed through Foreside Financial Services, LLC. Investment products offered are not FDIC insured, may lose value, and have no bank guarantee.