The MSP Balanced Fund offers investors a way to engage in a passive strategy and benefit from index style management. This makes a perfect complement to a diversified active strategy that may already be employed.​

The MSP Balanced Fund uses Parametric Index Tracking Technology to make allocations to specific sectors of the market (i.e., S&P 500 Growth, S&P 500 Value, etc.) identified by BAML (the fund investment advisor). The Parametric methodology  ensures included investments do not violate the Methodist Social Principles while still tracking the sector effectively. This is a novel hybrid investment strategy (not 100% percent active or passive), because BAML actively allocates to promising market sectors, while employing the Parametric methodology, to  track the indices (as passive investments do) in representing the BAML chosen sector weightings. 

A hybrid approach allows us avoid the negative alpha of poor active managers by instead tracking the indices while still avoiding stocks that would violate Methodist Social Principles. The flexibility offered by this approach enables us to  customize client holdings, in the event they have specific investing opinions (For example , if in late 2021 a client wanted to overweight value stocks we are able to customize the investments accordingly, so long as a minimum investment size threshold is met).

The “MSP Balanced Plus Fund builds on the already successful platform of the MSP Fund, but adds an alternative component that allows this fund to hedge against market volatility. ​

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“MSP Balanced Plus Fund invokes the same hybrid methodology as MSP Balanced Fund while also incorporating additional alternative investment strategies: hedge funds, long/short funds, credit/equity relative value strategies, and managed futures. The inclusion of alternative investment strategies, provides clients with an additional layer of diversification, designed to reduce portfolio return volatility.

This fund allows the investor to benefit from a fully screened equity exposure in the stock market. 

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The MSP Impact Equity Fund seeks to maximize total return, via capital appreciation and dividend income, by investing in publicly traded equities/stocks. 

This investment is a complement to the equity fund. Providing fully screened fixed income investments.​

The MSP Impact Equity Fund seeks to maximize total return, via current income and capital appreciation, by investing in fixed-income securities.

The MSP Short Term Income Fund is a place to hold assets that require preservation of capital and liquidity in volatile markets.

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The MSP Short Term Income Fund seeks to offer a low cost liquid, very short duration fixed-income investment alternative to our clients. The fund invests mostly in short-term US government debt instruments and government repos and is designed to avoid credit risk and earn an attractive yield , while yet providing fully liquidity.

The MSP Money Market Fund is a place to hold assets that require preservation of capital and liquidity in volatile markets.

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The MSP Money Market Fund seeks to offer a liquid, very short duration fixed-income investment alternative to our clients. The fund invests mostly in short-term US government securities, agency securities, and government repurchases. It is designed to avoid credit risk and earn an attractive yield, while yet providing full liquidity.