Managing your assets

Eder Organizational Investing has more than $225 million in assets under management as of Dec. 31, 2021, and serves nearly 200 organizational clients.

For more information or to open an account, call 888-311-6530 or email below.

What we expect of our investment managers:

PERFORMANCE

Perform in the top quartile of similar style managers over any rolling five-year period.

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EXCEED
EXPECTATIONS

Outperform their respective investment benchmarks.

INTEGRITY

Comply with our investment guidelines.

Information Statement Report 23 - 24

The Information Statement is a comprehensive guide to Eder Organizational Investing’s available funds, their potential risks and rewards, and associated fees. Download a copy by clicking on the image above.

Asset Management Performance Report

Performance results are available to Eder Organizational Investing members on a monthly basis.

Click here

Eder Values Investing

Eder Financial makes investment decisions that embody Church of the Brethren values. All of Eder Financial’s separately managed funds are administered this way. Based on the performance of Eder Financial’s investment managers, socially responsible investors are able to generate returns similar to those of the overall markets over the long term.

Eder Financial carries out its SRI functions in three broad measures — through screening, positive investment, and shareholder activity.

Bold

Balanced

Trusted

Eder Financial serves individuals, organizations, and congregations affiliated with the Church of the Brethren as well as those of like mind within the broader faith-based and non-profit community.

The Denomination

Annual Conference
Bethany Seminary
On Earth Peace
Church of the Brethren

Headquarters

1505 Dundee Avenue,
Elgin, IL 60120

800-746-1505 (toll-free)
847-695-0200 (local)
847-742-0135 (fax)

As of May 2022, Eder Financial, Inc. became the new name for the former Brethren Benefit Trust, Inc. As part of this rebranding, other names within the organization were changed as well. The former Brethren Foundation Funds, Inc. became Eder Organizational Investing, Inc.; and Brethren Foundation, Inc. became Eder Deferred Gifts, Inc. For a short period, visitors to the Eder Financial website may still find links, forms, and other references with the former names on them.

Asset Management