Praxis releases Real Impact 2020 Report

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Stewardship investing philosophy delivers real-world change through a range of impact strategies

Praxis Mutual Funds® has released Praxis Real Impact 2020, a report that seeks to communicate the many ways Praxis’ unique Stewardship Investing philosophy delivers real-world change through a range of impact strategies.

Real Impact Report Cover
The impact report is the first report of its kind for Praxis Mutual Funds and describes the firm’s longstanding commitment to impact investing. While the report mainly focuses on impact generated in 2019, it laid the foundation for Praxis to respond to the unprecedented social and environmental challenges of 2020.

Highlights

  • A look at how the Praxis Impact Bond Fund seeks to beat its index, the Bloomberg Barclays Aggregate Index, while also investing over 30% of its assets to support the climate and communities through positive impact bonds.
  • A comparison of Praxis Mutual Funds' alignment with the United Nations Sustainable Development Goals (SDGs) across six impact strategies.
  • A focus on critical issues such as climate change, human rights standards, board diversity, and private prison financing, among other issues Praxis has addressed with companies through shareholder advocacy.
  • A description of Praxis’ historic community investing work. For over 20 years, Praxis has channeled about 1% of each mutual fund into “deep social-impact” investments that bring direct benefits to low-income and underserved communities around the world.

Said Praxis Mutual Funds President Chad Horning, CFA®, “At Praxis, we believe it is important to deliver social and environmental impact, in as many forms as possible, along with consistent, competitive financial performance to the families and institutions who rely on us to help provide for their futures. We are pleased to offer this impact report as one more demonstration of our commitment to this objective.”

“This report stands as a testament to how proud we are to partner with our clients to integrate faith, values and investing,” said Praxis Vice President of Stewardship Investing Mark Regier. “It is our shared values and vision and the difference we can make together that provide the inspiration for our work.”

Download the Real Impact Report

The full Praxis Real Impact 2020 report can be downloaded here.

Learn more

For a behind-the-scenes look at how the report was created, listen to Praxis’ Mark Regier and Stella Tai, Manager of Stewardship Investing Impact and Analysis, speaking on a podcast here. For a deeper look at the many stories of impact in the report, listen to Praxis Manager of Stewardship Investing Research and Advocacy Chris Meyer's interview here


Learn more about making an impact

Interested in learning more about Praxis and our values and investing strategies? We’re here to help answer your questions about values-driven investing, offer solutions and provide more information about the real-world impact offered by Praxis Mutual Funds. Call or email us – we welcome the chance to connect with you!

 

Disclosure

Bloomberg Barclays U.S. Aggregate Bond Index is an index of widely held fixed-income securities often used as a proxy for the bond market. It is comprised of the U.S. Treasury and U.S. agency bonds, mortgage-backed bonds, and higher-grade corporate bonds. Indexes are unmanaged, do not incur fees, and it is not possible to invest directly in an index.