11 Dec 2025
As 2025 comes to a close, it is a natural moment to pause, not just to review returns, but to reflect on stewardship, mission, and the evolving landscape of faith-based investing. This year marked meaningful developments across the values-aligned investment landscape, as well as important milestones for several of the managers represented within Frontier’s Faith-Based Strategies.
Below is a summary of selected highlights from across the faith-based investing community in 2025.
Manager highlights: Developments from managers represented in Frontier’s Faith-Based Strategies
The following summaries highlight selected updates from three third-party managers incorporated within Frontier’s Faith-Based Strategies.
Eventide: Ethical research meets systematic innovation
Eventide advanced values-aligned investing through research-driven, rules-based strategies:
- Three new systematic ETFs launched in September:
- ESSC – Small Cap
- ESLG – Large Cap Growth
- ESLV – Large Cap Value
- Systematic International ETF (ESIM) expected December 2025
- All ETFs integrate:
- Business 360® ethical research
- Quantitative, rules-based portfolio construction
- Tax-efficient structures with competitive fees
The Good Investor Book
CEO Robin John published The Good Investor: How Your Work Can Confront Injustice, Love Your Neighbor, and Bring Healing to the World.
The book shares Eventide’s vision for how investing can be an act of love for our neighbors and an engine for blessing, offering guidance on aligning investments with faith and purpose.
The Good Investor Screening Tool
- Investors can use The Good Investor Screening Tool to see their exposure in five major areas of concern for faith-based investors.
- Advisors who are a CKA and Eventide Center for Faith and Investing Graduate can be listed on The Good Investor Find an Advisor tool.
Eventide continues to lead by combining ethical frameworks with innovative investment strategies.
Timothy Plan
Leadership and performance milestones
Timothy Plan had a historic year with its generational leadership transition:
- Brian Mumbert appointed President
- Greg Ally assumed the role of Chief Financial Officer
This transition is remarkable because very few faith-based firms have the longevity and history to execute such a handoff, signaling stability, continuity, and long-term commitment to biblically grounded stewardship.
Ongoing mission leadership
- Expanded advisor education on biblical screening and stewardship
- Strengthened advocacy on pro-life, pro-family, and ethical corporate governance
- Reinforced Timothy Plan as a stabilizing force in the growing BRI ecosystem
Inspire: Rapid growth and mainstream recognition
Inspire expanded adoption and visibility for faith-based ETFs:
- Inspire 500 ETF grew 63% since May, reaching $500 million in AUM[i]
- Q3 2025 Faith-Based ETF Trends Report highlighted[ii]:
- Rapid RIA adoption
- Rising inflows
- Growing demand for Christian-screened ETFs
- Media exposure: Featured on Fox Business and Bloomberg’s Wall Street Week
- Continued innovation in Christian values screening and ETF design
Faith-based investing in 2025: Key trends
- Faith-based AUM grew from $100B in 2024 to over $130B in 2025[iii]
- New entrants such as Praxis, Bountiful Financial, and Crossmark expanded open-architecture options
- S&P Dow Jones launched the S&P 500 Christian Values Screened Index
- Investments targeted affordable housing, community businesses, and stewardship-aligned renewable energy
Purpose-driven conversations and stewardship
Advisors deepened client engagement by asking:
- “What is God calling you to steward in this season?”
- “Does your portfolio reflect the world you’re praying for?”
These conversations turn portfolio reviews into faith-aligned, transformational moments, blending stewardship and financial planning.
Reflections for advisors and investors
- Faithful investing is patient investing. Values-aligned portfolios often weather storms better than momentum-driven strategies.
- Impact isn’t always seen in quarterly reports. The most meaningful returns are often intangible: alignment, peace of mind, and witness.
- Every portfolio tells a story. Whose story are you telling?
Preparing for 2026: Depth over volume
Opportunities in 2026 include:
- Expanding tools and faith-screened fund options
- Better quantifying impact
- Strengthening downside risk management (Frontier can help in this area, as downside risk management is a foundational element of our portfolio construction process)
Advisor action steps for year-end
- Conduct a values-alignment review
- Evaluate targeted impact allocations
- Highlight market + mission wins
- Reinforce risk frameworks
- Invite clients to articulate their “why”
A final word: Faithfulness is the true measure of success
If 2025 teaches us anything, it is that quiet, conviction-driven stewardship is never wasted. Hearts aligned, capital deployed with purpose, portfolios reflecting biblical values, these are the unseen victories that matter most.
As we step into 2026, let us move forward with steady hands, renewed hearts, and confidence that profit and purpose can walk together when stewardship leads the way.
Here’s to another year of aligning portfolios with purpose, and a faith stronger than any market trend.
Wishing you and your community a blessed and reflective year-end.
[i] https://www.prnewswire.com/news-releases/inspire-500-etf-nyse-ptl-surpasses-500-million-in-assets-under-management-302612071.html
[ii] https://www.inspireetf.com/etf-trends-report
[iii] Source: The Wealth Advisor, as of March 24, 2025 (2025, Mar 24)
Information provided herein reflects Frontier’s views as of the date of this presentation and can change at any time without notice.
This information has been prepared by Frontier based on data and information provided by internal and external sources. While we believe the information provided by external sources to be reliable, we do not warrant its accuracy or completeness. Nor should their use be construed as an endorsement.
It is generally not possible to invest directly in an index. Exposure to an asset class or trading strategy, or other category represented by an index is only available through third-party investable instruments (if any) based on that index.
The S&P 500® Christian Values Screened Index excludes from the S&P 500 certain activities that are not aligned with an Evangelical Christian framework defined by Bountiful Financial that includes a set of exclusions based on business involvement with specific thresholds. The index is designed for market participants who do not want to breach religious values in their passive investing strategies.
Past performance is no guarantee of future returns. Performance shown represents total returns that include income, realized and unrealized gains and losses. Nothing presented herein is or is intended to constitute investment advice or recommendations to buy or sell any types of securities and no investment decision should be made based solely on information provided herein. There is a risk of loss from an investment in securities, including the risk of loss of principal. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will be profitable or suitable for a particular investor’s financial situation or risk tolerance. Frontier is not responsible for any trading decisions, damages or other losses resulting from this information, data, analyses, opinions or their use. Diversification does not ensure a profit or protect against a loss. All performance results should be considered in light of the market and economic conditions that prevailed at the time those results were generated. Before investing, consider investment objectives, risks, fees and expenses.
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