What We Do

We handle the complexities of investment management so you can focus on your mission.

We allow you to focus on your expertise.

The requirements of running an investment function are complex and time-consuming. Many faith-based nonprofit ministries simply do not have the budget, staff or experience to give appropriate attention to this important area of their business.

GuideStone Investment Services (GSIS) offers a combination of investment research and portfolio allocation expertise, comprehensive operational support and alignment of Christian values. By assigning GSIS with the fiduciary responsibility for your institutional investments, your organization can realize the cost efficiencies and enhanced service offerings associated with outsourcing this specialized work — while at the same time allowing your Finance and Accounting team to focus on other essential priorities.

We Provide Comprehensive OCIO Capabilities

This list is not exhaustive, and there is no requirement to utilize every service.

Investment Management

  • Risk/return optimization
  • Active, ongoing oversight by assigned portfolio manager
  • Annual review and update of Capital Market Assumptions (CMAs)
  • Ongoing macroeconomic research
  • Manager sourcing, due diligence, selection, monitoring and termination (including transition activity) across alternative asset classes
  • Regular, ongoing analysis of portfolio and investment holdings
  • Dynamic private fund commitment pacing

Money Cog
Investment Operations

  • Dedicated, single point of contact for each client
  • Investment Book of Record
  • Accounting Book of Record
  • Reporting to assist client during annual audit
  • Monthly, quarterly and annual performance reports
  • Execution and delivery of investment documentation on behalf of clients
  • Trading, rebalancing and liquidity management
  • Management of private fund capital calls and distributions
  • AML / KYC document management

Fiduciary Oversight

  • IPS development
  • Account and asset class benchmarking
  • Risk and liquidity monitoring
  • Annual stress testing
  • Legacy investment monitoring
  • Board of Trustees / Investment Committee education
  • Provide guidance on governance and fiduciary best practices
  • Operational due diligence on all investments
  • Ongoing monitoring of account compliance with IPS

Take the next step.

We can help you understand what makes sense for your organization.

GuideStone Investment Services is not, and is not required to be, registered as an investment adviser with the U.S. Securities and Exchange Commission (SEC) or any other regulatory body. GuideStone Investment Services is exempt from registration under the Investment Advisers Act of 1940 because it is a charitable organization that serves only other charitable organizations. This exemption was part of the Philanthropy Protection Act of 1995, which was passed to facilitate contributions to charitable organizations by codifying certain exemptions from federal securities laws. Although GuideStone Investment Services is accordingly not a Registered Investment Adviser, it remains subject to the anti-fraud provisions of the Advisers Act.

Some private funds and other third-party investments may not be able or willing to implement the faith-based investment policy, and in such instances certain investments made on the Account’s behalf may not adhere to GuideStone’s faith-based investment policy.