Introduction: Investing as an Expression of Faith

For churches and Christian charities, investing is never just about money. It is an act of stewardship, rooted in faith and shaped by mission. Whether you are a large denominational trust, a local congregation, or a national Christian charity, your capital should reflect the values you proclaim.

At Epworth Investment Management, we help churches across the theological spectrum invest with integrity—bringing together biblical values, sound governance, and long-term financial responsibility.

Serving a Richly Diverse Christian Community

We are privileged to serve churches and Christian organisations from many traditions, including:

• The Methodist Church
• The United Reformed Church
• The Religious Society of Friends (Quakers)
• Baptist churches and associations
• Catholic diocese and charities
• Religious orders
• Pentecostal fellowships
• Anglican schools and parish trusts
• Ecumenical charities and mission agencies

What unites them all? A desire to invest in a way that honours their faith, supports their witness, and strengthens their financial future.

What Does Faith-Aligned Investment Look Like?

At Epworth, faith-aligned investing means more than avoiding a few harmful sectors. It means shaping every portfolio decision around the moral and theological convictions of our clients.

1. Ethical Clarity, Not Just ESG Labels

We apply a rigorous ethical screening process, shaped by Christian teaching and denominational guidance, that excludes:

• Fossil fuel extraction and coal mining
• Adult entertainment and tobacco
• High-interest lending and gambling
• Weapons and conflict-related companies
• Human rights abuses and exploitative labour

Explore our ethical investment policy

2. Active Stewardship and Engagement

Christian investors are not silent shareholders. We believe in using our voice to shape a more just and sustainable economy. Our stewardship programme includes:

• Voting at company AGMs in line with Christian ethics
• Direct engagement on issues like climate, pay equity, and human rights
• Escalation when companies fail to act
• Collaboration with faith-based investor coalitions

Learn more about our stewardship and engagement

3. Positive Alignment with Gospel Values

We don’t just avoid harm - we seek the good. Our portfolios are tilted towards companies that:

• Promote environmental sustainability
• Protect human dignity and worker rights
• Provide access to health, education, and nutrition
• Demonstrate transparency, justice, and long-term vision

We use credible external frameworks - like the Science-Based Targets initiative and the Access to Nutrition Index - to guide this work.

Solutions for Churches of Every Size

Whether you're managing national denominational assets or local church reserves, we offer flexible, transparent solutions:

• Multi-Asset Funds – Diversified portfolios aligned with Christian values
• Cash Plus Fund – For shorter-term reserves with ethical screening
• Discretionary Charity Service (DSC) – For larger organisations with complex needs and multiple stakeholders

We understand the operational realities of church finance - and we’re here to make investing accessible and aligned with your mission.

Why Churches Choose Epworth

Churches and Christian charities consistently choose Epworth because:

• We serve only charities and faith-based organisations
• Our ethics are shaped by Christian theology, not market trends
• We have a long track record of engaging companies with integrity
• We provide tailored reporting and governance support for Church Councils, Synods, and Trustee Boards
• Our clients include churches across traditions

We know what it means to honour the spiritual, financial, and public responsibilities that come with managing church funds.

Common Questions from Church Treasurers and Trustees

Do we need to have a large sum to invest with Epworth?
No. We work with churches and charities of all sizes, offering pooled funds and accessible solutions for smaller portfolios.

Can we open sub-accounts for different funds or churches within our denomination?
Yes. Through our Discretionary Charity Service, you can manage multiple sub-accounts under a unified ethical strategy.

Will we receive regular reporting?
Absolutely. We provide detailed ethical and financial reporting designed for church governance and audit requirements.

Conclusion: Investing That Reflects the Body of Christ

Churches across denominations are rediscovering the importance of faithful investment.

Investing is not separate from mission - it is part of it. At Epworth, we are proud to help Christian organisations invest with consistency, care, and conscience.

Get in touch to explore how we can support your church or denomination with faith-aligned investment solutions.