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After successfully managing a multi-cap, multi-factor faith-based separate account composite for over 10 years, Wallick Institutional has launched the WI Fidelis Multi-Cap Multi-Factor Index to benchmark performance of diversified equity portfolios. Integrating Inspire Investing’s revolutionary faith-based impact scores with a multi-factor-based methodology for security selection, this WI Fidelis Index provides investors with a benchmark meeting certified Biblically Responsible Investing (BRI) standards that incorporates factor-based equity selection, which is a selection strategy lauded by numerous professional white papers.

Why Fidelis Index

WI Fidelis Index

  • Covers multiple investment equity styles

  • More robust Christian social impact screening

  • More comprehensive factor and sub-factor characteristics

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