FFV® Custom Solutions

San Juan de Gaztelugatxe, Spain

Inform & apply a
Catholic values investing consensus

FFV® Solutions aim to inform and apply a Catholic values investing consensus that ensures our clients’ ultimate objectives remain in focus well beyond the investment decision.

Across our primary operational segments — screening and proxy voting — we aim to offer the breadth and depth of solutions required to arm our partners with the information they need to make faith-informed investment decisions. Sometimes this means developing bespoke solutions.

Custom Research

Screen Analytics

Custom Research

Our commitment to Catholic values extends well beyond the FFV Scorecard® screen set and voting policy. We seek to flexibly and immediately respond as companies adopt policies, data emerges, or news breaks.

Our custom research provides clients with the confidence they need before entering into long-term partnerships with external entities.

  • Our analysts work alongside investment teams, committees, and organizational leadership to embed our research process and methods within our client’s decision-making framework. We work to understand the upstream and downstream impact companies have on broader society in order to garner insights which may not be captured by exclusionary screen sets.

  • As novel technologies emerge or competitive dynamics shift, we seek to educate ourselves and our partners on how faith-informed investors might incorporate tnew

  • Often the “news of the day” or other scandal requires thoughtful and timely action. Our proactive research methods aim to offer investors the ability to have portfolio-wide and position-level transparency on where, when, and why an investment may conflict with Catholic values.

Screen Analytics

Custom Indices & Benchmarks.
Our technology supports direct indexing functionality, improved manager evaluation, extensive backtesting, and performance attribution.

Specialty Screens.
We can generate personalized screen sets to address organization-specific priorities, including alcohol, military weapons, & corporate donations.

Monitor, Report, & Engage.
As the leading repository of historic & current Catholic values screening data, we’re able to employ position-level and portfolio-wide detail to:

  • Ensure portfolio alignment regardless of asset class or strategy

  • Guide corporate engagement efforts

  • Measure effectiveness in key categories