Faith-Based Investing: Taking Your Values International – Praxis Investment Management – 7.22.26

Summary:

NOW ON DEMAND
CE Available

Roughly $36 trillion in public-market capital sits outside the United States — yet many advisors who have embraced faith-based investing at home stop at the border. After a long run of U.S. outperformance, relative valuations and currency dynamics suggest the next decade may not resemble the last, which raises a practical question: what actually changes when faith-based investors look abroad?

In this conversation-style session, Mark Regier of Praxis Investment Management leads a roundtable of U.S. and international practitioners on why values alignment can matter even more outside the U.S., what the international product shelf offers today, how screening and engagement differ across markets, and where capital can create real-world impact.

Drawing on three decades of stewardship investing and proprietary research, the session will close with how Praxis is helping to meet this need, including the new Praxis Impact International ETF (PRXI).

What You’ll Learn:

• Explain why the case for values alignment can be as strong or stronger internationally than domestically
• Evaluate how faith-based screening behaves differently across developed and emerging markets, and interpret what the data shows on sustainability risk
• Assess today’s international faith-based product landscape and identify gaps relevant to client portfolios
• Describe how engagement, proxy voting, and community investing translate across jurisdictions

Accepted for 1 CFP / IWI / CFA CE Credit

Speakers:

Hillary is Chief Investment Officer for Beacon Wealth Consultants and serves clients from their State College, PA office. Hillary graduated magna cum laude from Bucknell University with a Bachelor of Arts degree in economics, earned the Chartered Financial Analyst^® designation in 2009, the Certified Kingdom Advisor^® designation in 2018, and the Sustainable Investing Certificate from the CFA Institute in 2022.

Tim is Head of Global Advisor for Brightlight, a firm that supports values and faith-based investors and advisors to deeply integrate their values into investment portfolios. He is passionate about helping investors explore what it means to achieve alignment between their portfolio and their values. He is a Certified Investment Management Analyst^® and has passed advice examinations in both Australia and the United States.

Benjamin is Vice President of Investments and a Senior Fixed Income Investment Manager for Praxis. 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 for Everence Financial. Benjamin joined Everence in 2000 as a socially responsible investing research analyst.

Mark is Vice President of Stewardship Investing for Praxis. Mark has been involved in the field of ethical and socially responsible investing for over 25 years. He oversees the work Praxis does in socially responsible and impact investing, including investment screening, proxy voting, corporate engagement and community investing. He works with products and programs throughout the firm to strengthen their creative integration of faith and finances.