Faith-Based Investing: Making It Practical From Onboarding to Client Meetings – Praxis Investment Management – 11.14.25

Summary:

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

Speakers:

Benjamin Bailey, CFA^®, is Vice President of Investments and a Senior Fixed Income Investment Manager for Praxis Investment Management^® and Everence Financial^®, a leading provider of faith based financial products in the United States. He is a member of the organization’s investment management committee and has more than 20 years of experience in fixed-income investing. He has served as co-portfolio manager for the Praxis Impact Bond Fund since 2005 and co-portfolio manager of the Praxis Genesis Portfolios since June 2013. He also acts as co-portfolio manager on internal insurance portfolios and externally managed client accounts.

Mark A. Regier is Vice President of Stewardship Investing for Praxis Investment Management^® and Everence Financial^®, a leading provider of faith-based financial products in the United States. Mark has been involved in the field of ethical and socially responsible investing at Everence for over 25 years. He oversees the company’s work in socially responsible and impact investing (including investment screening, proxy voting, corporate engagement and community investing). He works with products and programs throughout Everence to strengthen their creative integration of faith and finances.

Josh Bean, is a National Sales Manager at Praxis Investment Management^®, a leading faith-based and socially responsible investing company in the United States. With well over a decade of experience in sales, Josh is essential in promoting the work of Praxis – a company guided by faith values with the intent to make a positive impact on the world.