Values Win Again
GuideStone Funds Receives 2019 Lipper Fund Award
“GuideStone Funds® has no individual winning funds but has the best risk-adjusted return for all their Funds added up; that means these guys are top performers for each fund they manage,” said Tom Roseen, head of research services at Lipper.
The entire GuideStone Funds family won the Lipper Fund Award for 2019 Best Overall Small Fund Company over 3 years (out of 29 eligible as of November 30, 2018). The award is based on risk-adjusted total return.
Our investment philosophy at GuideStone is simple: We believe attractive risk-adjusted returns may be achieved through a long-term, fundamental approach that identifies best-in-class managers and optimally allocates capital among them — all while remaining committed to Christian values.
That also means we proudly provide our retirement plan participants with the opportunity to invest in GuideStone Funds — the nation’s largest faith-based mutual fund family.
Historically the knock has been that to actually have responsible investing, you had to give up some performance. I think we're seeing now that that isn't the case, and we're actually seeing lots of times where using an ESG framework can actually help you avoid companies with bad practices. - Martin Kremenstein from an interview by Business Insider (May 2018)
How does GuideStone screen?
GuideStone Funds does not invest in any company that is publicly recognized as being in the alcohol, tobacco, gambling, pornography or abortion industries or any company whose products, services or activities are publicly recognized as being incompatible with the moral and ethical posture of GuideStone. We then go beyond simply restricting ownership in companies that fall under our faith-based screening policy. We seek to influence the way companies engage their employees, customers and communities in order to support the physical and emotional well-being of society.
GuideStone Funds’ investment policy helps support faith-based investing through the protection of the health, safety and emotional well-being of those we serve. GuideStone works with regulators and legislators in Washington to ensure the unique needs of ministry organizations are represented and protected.
We advocate for our plan sponsors, understanding that church plans — while not subject to all the same fiduciary regulations as their corporate counterparts — are not immune to an increasing awareness of the fiduciary role of retirement plan sponsors.
GuideStone feels it would be a disservice to our investors not to provide an arena where they have the opportunity to make a difference.
GuideStone offers the following credentials for SRI/ESG:
1. Committee on Socially Responsible Investing (SRIC)
2. Member of the Interfaith Center on Corporate Responsibility (ICCR)*
3. Dedicated full-time SRI analyst with 20+ years of experience with the firm
4. Top-tier ESG/SRI research tools ISS Governance DataDesk, MSCI ESG Manager, Bloomberg and FactSet
Discover the GUIDESTONE difference.
Preparing Employees Today for Retirement Tomorrow
GuideStone shares your mission and offers comprehensive retirement plans designed to help accomplish your goals. Talk to a church plan expert about our investment flexibility, competitive pricing and exceptional service:
Values create valuable participant outcomes.
GuideStone understands how values impact performance. Discover how the church retirement plan specialists can impact your plan design to improve plan sponsor and participant outcomes.