Based upon John Wesley’s principles on money: “Earn all you can” - in a manner that blesses others as you earn; “Save all you can” - in a way that does not deprive others of their needs; and “Give all you can” – with love as a blessing for the needs of others, funds invested with United Methodist Foundation are uniquely managed according to The Social Principles of the United Methodist Church.
Thus, all money managers are instructed to screen out of their investment portfolios any industries and companies that derive significant gross revenue from alcohol, tobacco, gambling, pornography, or armaments. At the same time, investments are encouraged in companies that are dedicated to making a positive social, moral, and economic impact on society.
UMF is dedicated to socially responsible investing (SRI) and will not knowingly invest in companies whose activities are contrary to the Social Principles. Our fund managers follow the guidance of the UM General Council on Finance and Administration and the UM General Board of Pensions and Health Benefits (GBOPHB) in determining social responsibility of the companies in which we invest. The Board of Pensions is dedicated to SRI because it is entrusted with the pensions of clergy and lay staff throughout the Church.
I really want
to leave the world
better than I found it.
- Sebastian S. Kresge