Bountiful Financial is thrilled to announce two groundbreaking indices—true firsts in faith-based investing.

The Bountiful Latter-day Saint Values Index is the first index aligned with the values of members of The Church of Jesus Christ of Latter-day Saints, a global faith with over 17 million members. This index empowers Latter-day Saints to join the growing ranks of faith-based investors, who collectively manage more than $10 trillion in assets aligned with their values. Launching with nearly 500 companies, the index will expand to include close to 1,000 in 2025.

The Bountiful Roman Catholic Values Index is the first to incorporate both Catholic doctrine and the lived experience of Catholics, ensuring greater relevance for wealth management. Developed with insights from the semi-annual Bountiful Roman Catholic Advisory Councils, this index bridges doctrine with real-world faith practices.

These indices provide investors a way to live with greater integrity by integrating their deepest values with their financial goals. They also help investors identify shared values across faith communities.

We are grateful for our partnership with MerQube, who oversees the calculation and administration of these indices.

We welcome inquiries from financial advisors and asset managers interested in incorporating these indices into their investment solutions. Additionally, we invite index providers to collaborate with us in leveraging Bountiful Financial’s faith-based investment frameworks to develop faith-aligned indices built on their leading benchmarks. Factsheets and other materials can be accessed at: https://lnkd.in/erNAjmqS

These indices are just the beginning. Stay tuned for more innovative launches in 2025!