Today is November 20, 2008

Portfolio Screening

Our socially responsble investment philosophy is what sets the General Board apart from traditional investors.  As a socially responsible investor, all of our investments are screened according to the investment policies adopted by our board of directors, in accordance with the Social Principles of The United Methodist Church. These policies exclude investments in companies earning significant revenues from gambling or the manufacture, sale or distribution of alcoholic beverages, tobacco-related products, weapons or pornography. Read our socially responsible investing guidelines.

The General Board engages the services of more than 40 investment managers and is a beneficial owner of approximately 2,500 domestic and 450 international equity securities.

3rd Quarter 2008

Holdings (Acrobat PDF | Excel)

Failed/Ineligible Companies (Acrobat PDF | Excel)

  • Monthly Investment Report
    Our Monthly Investment Report focuses on the events of each month that impacted the markets.
  • On Your Behalf
    On Your Behalf is a bi-monthly feature that focuses on the General Board's recent successes and activities in socially responsible investing.
  • Quarterly Investment Report
    Our Quarterly Investment Report exists to help you evaluate the recent investment performance of funds offered to participants in the United Methodist Personal Investment Plan.
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