Methodologies.
Methodologies
Bountiful Financial develops robust methodologies to ensure rigor, transparency, and accountability of our faith-based investment Frameworks, indices, and data.
We rely on internal expertise and committees and feedback from purpose-built Advisory Councils and public consultations to devise and continually hone our methodologies.
Our methodologies are generally available to the public. Bountiful welcomes feedback on our methods and will consider this input in its regular review of our methodologies. Proposed changes to methodologies are thoroughly vetted with a focus on minimizing the impact on customers and other stakeholders.
Methodology Documentation
Frameworks
Datasets
Indices
Frameworks Documentation
| Title | Last Updated | Action |
| Governance White Paper | March 2025 | View/Download |
Datasets Documentation
| Title | Last Updated | Action |
| Product Involvement Methodology | March 2025 | View/Download |
Indices Documentation
| Title | Last Updated | Action |
| Bountiful Latter-day Saint Values Index | March 2025 | View/Download |
| Bountiful Roman Catholic Values Index | March 2025 | View/Download |
| Bountiful Enhancing the Common Good Index | March 2025 | View/Download |

