Bountiful Financial Unveils Innovative FaithEnhanced Indices With S&P 500 Integration for Targeted Investors
On February 10, 2026, Bountiful Financial made a significant step in the realm of values-aligned investing by launching the Bountiful FaithEnhanced Factors Indices. This new range of indices uniquely merges the principles of faith with established factor indices associated with the S&P 500, specifically designed for investors with Roman Catholic, Evangelical Christian, and Latter-day Saint backgrounds.
According to Reid Steadman, the Chief Executive Officer of Bountiful Financial, the introduction of these indices marks an evolution in investments where ethical beliefs are seamlessly integrated with financial models. Investors today are increasingly seeking options that reflect their moral values without sacrificing financial acumen. The FaithEnhanced Factors Indices provide a means for such integration. By applying faith-based screening techniques, these indices aim to minimize exposure to industries and activities that clash with the core beliefs of these faith traditions, such as finance linked to gambling, pornography, or abortion-related businesses.
The development of these indices was guided by input from faith community advisory councils, ensuring that the products resonate authentically with their intended audiences. John Lunt, who leads Lunt Capital and is a vital investor in Bountiful, emphasized the importance of factor investing in modern portfolio construction. He noted that a significant gap existed for faith-aligned investors — the lack of credible investment tools that consider both their financial goals and religious principles. The Bountiful FaithEnhanced Factors Indices are designed with a dual purpose: to provide systematic factor design while maintaining faith-based governance, a combination that the market has needed for some time.
Bountiful Financial's effort is complemented by an agreement with SP Dow Jones Indices, where the latter will handle the calculation of these indices. Michael Mell, global head of custom indices at SP Dow Jones, expressed their excitement in collaborating with Bountiful Financial to offer stakeholders an index framework that incorporates faith-based overlays along with established factor structures. This alignment allows investors to have a familiar benchmark while pursuing an investment strategy that adheres to their faith.
The FaithEnhanced Factors Indices are versatile; they can be employed in various investment approaches, including ETFs, direct indexing strategies, and model portfolios. They are designed to meet the unique demands of faith-based investors while providing a sophisticated toolset for portfolio management.
In conclusion, Bountiful Financial is paving the way in the niche of faith-aligned investments by launching the FaithEnhanced Factors Indices. These indices meet a growing demand among investors who wish to ensure their portfolios reflect their ethical values without sacrificing financial integrity. As the market evolves, Bountiful's innovative approach may very well lead to a new standard in responsible investing.
According to Reid Steadman, the Chief Executive Officer of Bountiful Financial, the introduction of these indices marks an evolution in investments where ethical beliefs are seamlessly integrated with financial models. Investors today are increasingly seeking options that reflect their moral values without sacrificing financial acumen. The FaithEnhanced Factors Indices provide a means for such integration. By applying faith-based screening techniques, these indices aim to minimize exposure to industries and activities that clash with the core beliefs of these faith traditions, such as finance linked to gambling, pornography, or abortion-related businesses.
The development of these indices was guided by input from faith community advisory councils, ensuring that the products resonate authentically with their intended audiences. John Lunt, who leads Lunt Capital and is a vital investor in Bountiful, emphasized the importance of factor investing in modern portfolio construction. He noted that a significant gap existed for faith-aligned investors — the lack of credible investment tools that consider both their financial goals and religious principles. The Bountiful FaithEnhanced Factors Indices are designed with a dual purpose: to provide systematic factor design while maintaining faith-based governance, a combination that the market has needed for some time.
Bountiful Financial's effort is complemented by an agreement with SP Dow Jones Indices, where the latter will handle the calculation of these indices. Michael Mell, global head of custom indices at SP Dow Jones, expressed their excitement in collaborating with Bountiful Financial to offer stakeholders an index framework that incorporates faith-based overlays along with established factor structures. This alignment allows investors to have a familiar benchmark while pursuing an investment strategy that adheres to their faith.
The FaithEnhanced Factors Indices are versatile; they can be employed in various investment approaches, including ETFs, direct indexing strategies, and model portfolios. They are designed to meet the unique demands of faith-based investors while providing a sophisticated toolset for portfolio management.
In conclusion, Bountiful Financial is paving the way in the niche of faith-aligned investments by launching the FaithEnhanced Factors Indices. These indices meet a growing demand among investors who wish to ensure their portfolios reflect their ethical values without sacrificing financial integrity. As the market evolves, Bountiful's innovative approach may very well lead to a new standard in responsible investing.
Topics Financial Services & Investing）
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