DLS Consulting

BRI Investment Options Are Expanding

During a recent conference call to advisors who are members of large brokerage firms, it was revealed that investment advisors who are offering BRI (Biblically Responsible Investing) options are expanding rapidly. Glen Yelton from IW Financial indicated that more than 25 to 30 different entities are now offering some form of screening and investment alternatives that speak to and appeal to investors who are seeking BRI definition. These estimates include both mutual funds and money managers of separate accounts who are seeking to fill the niche that is growing in demand from serious people of faith.

Couple this with the growing interest in investors who are also being attracted to Socially Responsible Investing (SRI) and the percentage of all investment assets that are being screened is approaching 20% of all investment assets. The SRI industry is estimated at and growing from 12- 15% of all investment assets to 15 to 18% while BRI assets are growing to 3-5%. This compares favorable to assets under such scrutiny just two years ago that were then estimated at 10 to 12% for SRI and 1 to 2% for BRI.

The reason for this growth has been attributed to the concern for environmental concerns in the SRI following, and a growing general awareness of the BRI alternative. There are many more sophisticated analyses that could be brought to the table, but the real question for each of you is, "Have you drawn a line in the sand somewhere" when it comes to the investments you are responsible for? Do the companies in your portfolio leave a large carbon footprint, or do they sell pornographic electronic games to children? It may be time to join with the others who asking more of their investments. ".so that you may approve what is excellent, and may be pure and blameless for the day of Christ, filled with the fruits of righteousness which come through Jesus Christ, to the glory and praise of God." Philippians 1:10-11

Monday Morning Message Sent 4/28/08


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