Beyond Returns: Integrating Values and Faith Based Mandates into Investment Strategy

Claire Cusack, Morningstar | Rob Edwards, Morningstar | David S. Friedman, Bountiful Financial LLC 

Evolving investor expectations require wealth managers to deliver portfolios that align with clients' personal beliefs and ethical priorities. This session explores how value-based investing is transforming into a scalable, data-driven component of modern wealth management. Walk away with emerging approaches from industry experts to personalize portfolios and integrate faith-aligned frameworks into your practice.