For Investors

Your values and your portfolio,
finally aligned.

Whether you invest personally, manage a family office, or oversee institutional assets, GoodWay shows you exactly where each of your positions stands with respect to Christian Social Teaching, and gives you a clear path to coherence. Through a proposal that aims to reconcile ethics and expected financial performance.

Your Portfolio

Understand what you own. Act on what you believe.

Being ethical is no longer complex. It can be as simple as moving your capital from one fund to another that complies. Send us your portfolio and see the difference.

01 Send us your portfolio. We run the full GoodWay Diagnostic — complimentary, no commitment.
02 Understand where your portfolio stands from an ethical perspective.
03 Discover how to align your values and your investments, without sacrificing returns.
Welcome back, John
Your ethically-focused portfolio summary.
Search ETFs, Funds
Asset Allocation
$0
Funds (50.7%) $0
ETFs (30.9%) $0
Stocks (18.4%) $0
Performance
Nov 2023 – Sep 2025
+0.0%
Features
MTD 4.68%
YTD 24.72%
Ann. 21.41%
Vol. 3.5%
Sharpe 2.55
DD -4.5%
Portfolio Excellence
EquilibriumIntegritySteward.HumanValue Ch.
Violations
Controversial exposure
Adult Entertainment 0.0%
Shopify, Vivid
Abortifacients 0.0%
Pfizer, Bayer
Nuclear Weapons 0.0%
Lockheed Martin
Cannabis 0.0%
Tilray, Canopy
Alerts
Shopify Inc.
Down to 72
2h
Microsoft Corp.
New report
5h
Virtue Fund
Score 96
1d
EM Update
Analysis
2d
GoodWay Rating
0 /100
Human Dignity
Common Good
III Stewardship
2 of 3 Seals
Top Holdings
1.Royal Bank of Canada
+0.2% 82
2.Shopify Inc.
+0.2% 72
3.TD Bank
+0.2% 85
4.Enbridge Inc.
-0.1% 65
Foundations · Congregations · Family Offices

Your assets carry a mandate.
We help you honour it.

A foundation's endowment or a congregation's assets must serve the institution's mission, not contradict it. GoodWay provides the analytical framework and the governance documentation to demonstrate coherence.

We work with foundations, religious congregations, Catholic institutions, and family offices to provide mandate-level analysis, including committee reporting and ongoing portfolio monitoring.

01

Foundation Endowments

Full CST (Christian Social Teaching) compliance assessment of current holdings. Documented evidence for governance reporting.

02

Religious Congregations

Alignment between institutional mission and investment portfolio. Presented to your governing bodies.

03

Family Offices

Multi-generational wealth management aligned with the family's values. Comprehensive portfolio assessment and alternatives.

GoodWay Managed Accounts

A fully managed GoodWay portfolio.

For investors who want the full GoodWay Framework applied to their portfolio on an ongoing basis. Through our licensed partner, we manage complete portfolios built and maintained under GoodWay criteria.

GoodWay Global Quality Equities · Global · Quality
GoodWay Income & Preservation Multi-Asset · Conservative · Income & Yield
GoodWay Balanced Multi-Asset · Moderate · Tactical Allocation
GoodWay Investment Funds

The first funds entirely built on the GoodWay Framework.

The first vehicles constructed and maintained entirely under GoodWay criteria, with ongoing framework monitoring and verified ethical compliance.

Mutuafondo Salud FI Class A ES0131369003 · Equities · Thematic · Healthcare
Mutuafondo Salud FI Class L ES0131369011 · Equities · Thematic · Healthcare
More funds coming soon  
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