Sustainable Investment



Ethical Exclusions

The General Board seeks to avoid investing in companies that produce and/or provide products and services that are not aligned with United Methodist values. Our six exclusions relate to: alcoholic beverages, tobacco products, adult entertainment, weapons, gambling and privately-owned correctional facilities.



Active Ownership

The General Board works to promote corporate sustainability and increase value for investors by engaging companies and public policy makers on environmental, social and governance (ESG) issues, actively voting proxies and managing excessive sustainability risk.



Positive Impact Investments

The General Board offers affordable housing, community development and other loan opportunities for poor communities around the world through its Positive Social Purpose Lending Program.



Except where noted, our investments are screened in accordance with the Social Principles of The United Methodist Church. The board of directors approves these guidelines.

The General Board was one of the original signatories to the United Nations Principles for Responsible Investment (PRI), a multi-stakeholder initiative dedicated to promoting and incorporating environmental, social and governance factors into investment decision-making. Learn more about the PRI and the General Board’s involvement in this initiative.

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