Inspire Investing€¦ · Slide 4. Inspire Investing. INSPIRING TRANSFORMATION WITH LOW COST, FAITH -BASED ESG INDEX INVESTING • Founded: 2015 • Headquarters: Silicon Valley,

Inspire Investing Inspiring values building quality portfolios

For professional use only. | Copyright © 2018

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DisclosuresInvestment advisory services offered through CWM Advisors, LLC dba Inspire, a registered investment advisor with the SEC.

All performance data presented herein is for illustrative purposes only and actual results may vary. Past performance is not a guarantee of future results.

National Admin Office: 650 San Benito St, Ste. 130 Hollister, CA 95023; Phone: (877)658-9473; Email: [email protected]

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Today’sSpeaker

Joseph Verissimo, V.P. of Sales and Marketing

• Financial Advisor for 10 yrs• Previously with Christian

Wealth Management, Next Financial, Wells Fargo Advisors & Wells Fargo Bank

• MVP award with Next Financial 2012

• One of the youngest licensed advisors ever at Wells Fargo

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Inspire InvestingINSPIRING TRANSFORMATION WITH LOW COST, FAITH-BASED ESG INDEX INVESTING• Founded: 2015

• Headquarters: Silicon Valley, CA

• Distinctives: Innovative, faith-based ESG index strategies combining low cost, factor investing and positive

impact.

• Accolades: Nominated finalist ETF.com Awards: “Best New ESG ETF – 2018” and “Best New ETF Issuer – 2018”

• AUM: $267M discretionary assets under management (as of Sep 2018)

• Thought Leadership: FOX Business, Wall Street Journal, Financial Times, New York Times, Bloomberg, Yahoo!

Finance, Thomson Reuters, Huffington Post and other major media.

• Clients: Global client footprint of institutions, foundations, family offices and individual investors

• Product Offerings: Separately managed accounts (SMA), subadvisory, exchange traded funds (ETFs)

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Robert NetzlyCEO & PresidentPortfolio Manager• Founder, Inspire• Founder , Christian Wealth

Management• Previously at Wells Fargo

Private Client Services.

Darrell Jayroe, CFA, CFP, CKACIO, Senior Portfolio Manager• 23 years experience. Previously

at Bank of Oklahoma, PaineWebber, Southwest Securities

Joseph VerissimoVP Sales and Marketing• 2012 FA MVP with Next Financial• Previously with Wells Fargo

Advisors

Shane Enete, CFA• Investment Analyst• Chairman, Inspire Research

Institute for BRI at Biola• Finance Professor, Biola

University• Oversaw $200B assets at

Meketa & BrandesAaron Moon, MBACOO/CCO• Previously a financial advisor

with Christian Wealth Management

• Holds MBA from Biola University

Leadership & Investment

Team

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Today’sAgenda

Problem with the current investment universe

Rise of the screened investment

Filling the Gap

Inspire solution

Advisor opportunity

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What are you really

invested in?

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What are you really

invested in?

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But does anyone care?

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Rise of the Screened Investments

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Rise of the Screened

Investments

Source: U.S. SIF Foundation (2016)(ESG) : Environment, Social, Governance.

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ConsumerInterest

Sources: Morgan Stanley Institute for Sustainable Investing, Cerulli Associates (2017)

86% 84%

67%

14% 16%

33%

0%

10%

20%

30%

40%

50%

60%

70%

80%

90%

100%

Millennials Women Men

ESG INTEREST OF INVESTORS

Interested Not interested

Current Options

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Green Funds

Environment, Social, Governance (ESG)

Faith-Based- Biblically Responsible Investing (BRI)- Sharia- Kosher

Current SolutionsSocially

Responsible Investing

(SRI)

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Financial boycott

“Not bad” doesn’t mean it’s “good”

High Fees

No-index option

Middle of the road track record

Current Solutions

Creates Gap

FILLING THE GAP

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Inspire was born to fill the gap

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The Inspire Way:

PositivelyBRI

Identify the most inspiring companiesRange from -100 to +100 Invest in companies closest to +100Proprietary database of thousands of company scores

The Inspire Impact Score®, is a proprietary selection methodology that is designed to assign a score to a particular security based on the security’s alignment with biblical values and the positive impact that company has on the world through various environmental, social and governance criterion.

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ScreeningFlowchart

Inspire Solution

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Inspire Global Hope

Large Cap Index

Index of the 400 highest Inspire Impact Score large cap companies globally.

The indexes uses software that analyzes publicly available data relating to the primary business activities, products and services, philanthropy, legal activities, policies and practices when assigning Inspire Impact Scores to a company. The securities with the highest Inspire Impact Scores are included in the Indexes and are equally weighted. You cannot invest directly in an index and unmanaged index returns do not reflect any fees, expenses or sales charges.

• 50% U.S. Large Cap• 40% Developed International• 10% Emerging Markets• Equally weighted

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Inspire Global Hope

Large Cap Index

*You cannot invest directly in an index.

5 Year Annualized Return: 9.63% (as of 09/30/18)

211.07

0

50

100

150

200

250Inspire Global Hope Equal Weight Index (as of 9/30/2018)

9/30/13 9/2014 9/2015 9/2016 9/2017 9/2018

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Inspire 100 Index

Index of the 100 highest Inspire Impact Score U.S. large cap companies.

The indexes uses software that analyzes publicly available data relating to the primary business activities, products and services, philanthropy, legal activities, policies and practices when assigning Inspire Impact Scores to a company. The securities with the highest Inspire Impact Scores are included in the Indexes and are market cap-weighted. You cannot invest directly in an index and unmanaged index returns do not reflect any fees, expenses or sales charges.

• Only U.S. Large Cap• Market Cap weighted

Slide 24 *You cannot invest directly in an index.

5 Year Annualized Return: 17.36% (as of 09/30/18)

Inspire 100 Index

317.49

0

50

100

150

200

250

300

350

Inspire 100 Index (as of 9/30/2018)

9/30/2013 9/2014 9/2015 9/2016 9/2017 9/2018

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Inspire Small/Mid

Cap Impact Index

Index of the 500 highest Inspire Impact Score U.S. small and mid cap companies.

The indexes uses software that analyzes publicly available data relating to the primary business activities, products and services, philanthropy, legal activities, policies and practices when assigning Inspire Impact Scores to a company. The securities with the highest Inspire Impact Scores are included in the Indexes and are equally weighted. You cannot invest directly in an index and unmanaged index returns do not reflect any fees, expenses or sales charges.

• 50% “larger small” cap ($1B-2B)• 50% “smaller mid” cap ($2B-3.5B)• Equally weighted

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Inspire Small/Mid

Cap Impact Index

*You cannot invest directly in an index.

5 Year Annualized Return: 14.83% (as of 09/30/18)

297

0

50

100

150

200

250

300

350

Inspire Small/Mid Cap Impact Equal Weight Index (as of 9/30/2018)

9/30/2013 9/2014 9/2015 9/2016 9/2017 9/2018

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Inspire Corporate

Bond Impact Index

Index of the 250 bonds from the highest Inspire Impact Score U.S. large cap

companies.

The indexes uses software that analyzes publicly available data relating to the primary business activities, products and services, philanthropy, legal activities, policies and practices when assigning Inspire Impact Scores to a company. The securities with the highest Inspire Impact Scores are included in the Indexes and are equally weighted. You cannot invest directly in an index and unmanaged index returns do not reflect any fees, expenses or sales charges.

• Investment grade issuers• 4 maturity tranches• Equally weighted

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Inspire Corporate

Bond Impact Index

*You cannot invest directly in an index.

5 Year Annualized Return: 2.12%(as of 09/30/18)

117.2

95

100

105

110

115

120

09/30/13 09/30/14 09/30/15 09/30/16 09/30/17 09/30/18

Inspire Corporate Bond Impact Index (as of 9/30/2018)

9/30/2013 9/2014 9/2015 9/2016 9/2017 9/2018

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Age-OldMyth

Debunked

Global Hope Index9.63%

MSCI World Index9.28%

Net positive+0.35%

Inspire 100 Index17.36%

S&P 500 index13.95%

Net positive+3.41%

Small Mid Cap Index14.83%

S&P 400 Mid Cap index11.91%

Net positive+2.92%

Corporate Bond Index2.12%

Bloomberg Barclays US Agg Bond index

2.16%

Net negative-0.06%

Good values and good returns are not mutually exclusive

5 year annualized performance as of 09/30/20181: www.inspireinvesting.com (2018)2: www.msci.com/world (2018).3: www.us.spindices.com/ (2018)4: www.ishares.com (2018)

The MSCI World Index is a broad global equity index that represents large and mid-cap equity performance across 23 developed markets countries. The S&P 500 Index is an American stock market index based on the market capitalizations of 500 large companies having common stock listed on the NYSE or NASDAQ. The S&P MidCap 400 Index is comprised of U.S. stocks in the middle capitalization range. The iShares Core U.S. Aggregate Bond Index is composed of the total U.S. investment-grade bond market.

4

2

3

3

1

1

1

1

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Inspire Investments

To learn more about investments that track these

indexes, please visit www.inspireinvesting.com

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Inspire SMA’s

Independent RIA’s

Sub-advisor relationship

Strategic portfolios

Passive index strategies

Tactical strategies

Risk based strategies

Full TAMP solutions available

Advisor Opportunity

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AdvisorPerception

Vs.Reality

Sources: Morgan Stanley Institute for Sustainable Investing, Cerulli Associates (2017)

86% 84%

67%

38%

14% 16%

33%

62%

0%

10%

20%

30%

40%

50%

60%

70%

80%

90%

100%

Millennials Women Men Advisors

ESG INTEREST OF INVESTORS -VS- ADVISORS

Interested Not interested

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Investors have increasingly poured money into impact investments

Source: U.S. SIF Foundation (2016)1.(ESG) : Environment, Social, Governance.

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Source: U.S. SIF Foundation (2016)(SRI) : Socially Responsible Investing.

SRI Assets have grown to 21.6% of all assets under management in the U.S.

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Biblical investing has huge

opportunity!

*Retirement Assets Only*328,210,187 Americans per the US census website (2018)

Pew Research Religious Landscape Study (2018)Economic Policy Institute (EPI) - The Average American Family Retirement savings (qualified money) is $95,776 (2016)

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Biblical investing makes a

splash with the media

“This will be an interesting company to watch…” –ETF Advisor Magazine

“The Chick-fil-A of investments.”-Huffington Post

“Biblically responsible investing (BRI) is a space with enormous potential.”-The Wall Street Journal

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Inspire makes the cut with

multi-billion dollar

money managers

“Inspire...increases our options of investments in the Biblically Responsible Investing (BRI) channel to serve our clients desire for a strategy that is in line with their convictions.”

Robert Miller, Managing Principal at Frontier

“Inspire sharpens the focus for investors who are seeking an impact consistent with their core values and our goal is to facilitate broad access for wealth advisors wishing to use the Inspire strategies for their practices.“

Rich Conley, Executive Vice President

Additional Managers who use Inspire

Recap

Problem with the current investment universe

Rise of the screened investment

Filling the Gap

Inspire solution

Advisor opportunity

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Emergency Fund

Inspire gives away 50% or more of the profits we earn from our management

fees every year, donating them to Christian ministries to create meaningful change in the lives of people all around

the world.

Inspire well in Birendranagar, Nepal.

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Be informed on what youown

Inspireinsight.com

Align your investments and stay updatedon the latestnews!

Inspireinvesting.com amazon.com

Get the book onBiblically Responsible Investing

Resources

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Invest in something that matters.

Join The MovementLearn more @ inspireinvesting.com