The RPB Jewish Values Investing (JVI) policy demonstrates our continued commitment to integrate consideration of Jewish values into our investment process while maintaining our paramount focus on our fiduciary obligation as a pension fund. Our JVI policy, as approved in 2014, evolves our long-standing Socially Responsible Investing (SRI) policy to:

  • Consider Jewish values during investment analysis, manager selection and the ongoing investment management evaluation process.
  • Include environmental, social, and corporate governance (ESG) investment factors, as well as strong support of Israel.

The Jewish values of tikkun olam (repair of the world) and tzedek (justice) help to guide our investment process. Fundamental Reform Jewish beliefs, as articulated by the Central Conference of American Rabbis (CCAR) and the Union for Reform Judaism (URJ) resolutions from 1889 to the present, are the foundation for the RPB’s Jewish Values Investing policy. Please click on the links below to view the full RPB JVI policy statement, our FAQ on our JVI policy, the history of the development of our JVI policy, and the RPB’s review of CCAR and URJ resolutions:

RPB Jewish Values Investing Policy Statement
FAQ on RPB Jewish Values Investing Policy

Please contact us if you would like additional information regarding our JVI policy or have questions.  Two background documents, the RPB Investment Manager ESG Evaluation Summary and RPB Portfolio Analytics Comparative Analysis, are available upon request. We value your input and look forward to hearing from you.