Columbia, SC — On March 17, 2022, after successfully managing a multi-cap, multi-factor faith-based separate account composite for over 10 years, Wallick Investments, LLC / Wallick Institutional launched the WI Fidelis Multi-Cap Multi-Factor Index to benchmark the performance of diversified equity portfolios. The Index integrates Inspire Investing’s revolutionary faith-based Impact Scores with a comprehensive multi-factor-based methodology for equity selection. One year after its launch, with over 4% outperformance to the S&P 500 Index, the WI Fidelis Index is on its way to becoming the new standard for benchmarking diversified faith-based investments.
Total 1-yr. return (%)
as of 3/16/2023
WI Fidelis Multi-Cap Multi-Factor Index -3.42
Russell 3000® Index -8.30
S&P 500 Index -7.56
FTSE All-World ex-US Index -6.85
CSRP U.S. Mid Cap Index -9.37
CSRP U.S. Small Cap Index -9.95
For more information, visit WIFidelisIndex.com or contact WI Fidelis Index manager Jake Wallick, CFA at Jakewallick@wallickinvestments.com.
Wallick Institutional is a division of Wallick Investments, LLC. Established in 2005, Wallick Investments, a registered investment advisory firm licensed in North and South Carolina specializing in Strategic Moral Investing, offers both investment advisory and portfolio management services. WI’s strategies and resources are available to individuals, institutions and other non-affiliated advisors, either through a direct client relationship with Wallick Investments, or through the Inspire Fidelis ETF (NYSE: FDLS), with a mandate to replicate the holdings in the WI Fidelis Multi-Cap Multi-Factor Index. For prospectus, please visit Inspireetf.com/fdls. Read carefully before investing. For more information, call 803-699-9400, e-mail firstname.lastname@example.org or visit wallickinvestments.com and wifidelisindex.com.
All benchmark performance data is acquired from Morningstar®. Data is believed to be reliable and accurate as of close of market March 16, 2023, however, neither Wallick Investments, LLC nor our data providers will be held liable for errors.
SCBIZtv is part of the SC Biz News family, serving 100,000 high-level business execs throughout South Carolina. Click for more from SCBIZtv.