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 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