Datasets.

Bountiful Datasets 

Working in concert with our faith-based investment Frameworks, Bountiful Financial’s three upcoming proprietary datasets will aid in portfolio customization through direct indexing. These data solutions offer accurate, timely, and actionable guidance on selecting, excluding, and engaging companies within a portfolio.

Product Involvement

This dataset screens companies for inclusion or exclusion in an index or investment portfolio based on the nature of their revenue-generating activities. Companies are assessed based on whether their products or services align or detract from the ideals expressed in our Investment Frameworks.

Controversies

This upcoming dataset will identify potentially controversial practices, litigation, and the latest scandals involving companies we monitor. We will also closely follow how companies respond, including their efforts to remediate and cure any cited controversy.

Impact

This upcoming dataset evaluates a company’s positive or negative impact on society, expressed in Impact Metrics for each of the key Standards of a Framework.