RPB’s Jewish Values Investing (JVI) Policy demonstrates our continued commitment to integrate consideration of Jewish values into our investment process while maintaining a primary focus on our fiduciary obligations as a retirement plan. The pillars of our policy are:
- Manager Selection & Evaluation. Review how investment managers integrate environmental, social, and governance (ESG) factors into their investment analysis & portfolio ownership practices.
- Investment Screens. Use positive and negative screens to filter companies that do or don’t align with our Jewish Values Investing criteria.
- Influence on Companies. Use proxy voting and shareholder engagement to influence firms’ decision-making where we own company shares.
- Support for Israel. Make investments that positively impact Israel, its economy, and its people.
- Community Investing. Support small businesses and affordable housing through community bank CDs and community development agency bonds
The Jewish values of tikkun olam (repair of the world) and tzedek (justice) as well as fundamental Reform Jewish beliefs, which have been articulated by the Central Conference of American Rabbis (CCAR), the Union for Reform Judaism (URJ) and the Commission on Social Action of Reform Judaism (CSA) resolutions from 1889 to the present, are the foundation of our JVI Policy.
Over the years, we’ve reached several milestones toward building and implementing this policy:
The most recent demonstration of our JVI policy is the Reform Jewish Values Fund (RJV) which incorporates the environmental, social and governance priorities of the Reform Movement into the portfolio.
Click below for more on our JVI policy:
|RPB Jewish Values Investing Policy Statement|
|FAQ on RPB Jewish Values Investing Policy|
|RPB Reform Jewish Values Fund Participant Brochure|
|RPB Reform Jewish Values Fund Congregational Investing Brochure|