Investment Fund

Our Mission

Following the guidance of Jesus Christ, the Investment Fund Committee supports the mission, core values and vision of The Episcopal Diocese of Northern California and its congregations. The Investment Fund Committee helps provide continuity and growth for congregations in the Diocese by stewarding the funds of the Diocese entrusted to its care, serving as a custodian, prudently investing the funds for income and growth and providing loans to congregations and other diocesan entities to support their missions in the service of God.

Our Vision

The Investment Fund Committee strives to effectively and prudently manage the diocesan and congregational funds entrusted to its care, achieving an appropriate balance between risk and gains, such that all congregations will seek to invest their funds in the Investment Fund and through that provide a unique source of funding for advancing the work of God in the Diocese.

Socially Responsible Investing: The Corporate Social Responsibility Committee, a subcommittee of the National Concerns Committee of the Executive Council of the Episcopal Church of the United States of America, establishes the directives for socially responsible investments. These directives are largely guided by recommendations from the Interfaith Center on Corporate Responsibility (ICCR) with respect to shareholder activism and other socially responsible investment issues. These are portfolio restrictions that have been put into place, all based on policies passed by the Executive Council and reviewed for compliance on an annual basis by the Investment Fund Committee.

No investments are made among the top U.S. defense contractors, measured in dollar volume of sales; in companies that operate for-profit prisons; or companies that manufacture or sell tobacco products. 

© 2013 The Episcopal Diocese of Northern California.

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