CBIS: Christian Brothers Investment Services

What's New

CBIS Launches CUIT Opportunistic Bond Fund
CBIS has launched the CUIT Opportunistic Bond Fund (OBF), a new commingled fixed-income fund. OBF was created to help Catholic institutions navigate a potentially volatile interest-rate environment. Read the press release here.

CBIS Files Resolution at News Corp
CBIS has filed a resolution at News Corporation to separate the positions of Chairman and CEO. The resolution will be up for a vote at the company's 2013 annual meeting. Read the press release here.

CBIS Announces Promotions
CBIS has announced four key personnel appointments. The changes were made to better serve our Catholic institutional participants and to position CBIS for future growth. For more information, click here.

CBIS Sponsors Lumen Christi Institute Conference on Pacem in Terris
CBIS is proud to be a sponsor of the Lumen Christi Institute's Religion and Public Life conference entitled "Pacem in Terris After 50 Years" on April 4-5, 2013. For more information, click here.

SRI Issue Report: Gun Violence
Balancing the legitimate use of guns against their use for immoral acts and the resulting harm to society is complex. Daniel Nielsen, Director of Socially Responsible Investing, explains CBIS' policies towards guns and gun manufacturers. Read the full article here or download a printable PDF here.

In the Bleak Midwinter -- Market Commentary from Chief Investment Officer Frank Haines
In his latest market commentary, CBIS CIO Frank Haines offers his perspective on the risks facing the markets in the current economic climate and advises CBIS participants to keep their expectations modest for 2013. Read the full article here or download a printable PDF here.

CBIS Introduces CUIT Opportunistic Bond Fund
CBIS is now taking subscriptions for the CUIT Opportunistic Bond Fund, designed to position fixed income portfolios for a potentially difficult environment for bond investments. To read commentary from CBIS Chief Investment Officer Frank Haines about the current fixed income environment and how the CUIT Opportunistic Bond Fund can be best utilized in a fixed income portfolio, click here.

Fourth Quarter Edition of Principles Now Available
The Q4 edition of CBIS' newsletter, Principles, has been posted. Highlights include a discussion of fixed income portfolios in a rising-rate environment, an update on our engagement with Newmont Mining, and helpful tips for e-mail security. Download a printable PDF copy here, or view on line here.

SRI News

Investors Highlight Human Rights in Corporate Engagement
3/5/2013 - A new report builds upon the Guiding Principles on Business and Human Rights to provide investors with tools for assessing the human rights performance of companies.

Shareowners Call for Gender Diversity on Corporate Boards
3/1/2013 - Institutional members of the Thirty Percent Coalition file shareowner resolutions with 20 companies, requesting that they support diversity by including women and minority candidates on their boards.

Shareowners Press on with Fracking Campaign
2/5/2013 - Nine oil and gas companies face shareowner resolutions this proxy season requesting quantitative reporting of risks associated with hydraulic fracturing and the management of fugitive methane emissions.

Many Industry Sectors Unprepared for Conflict Minerals Rule
2/1/2013 - A report from the Responsible Sourcing Network finds that leading companies in the information and communications industry have undertaken initiatives to ensure that their supply chains are free of conflict minerals, but few other industry sectors have done so.

Sustainable Investment Forums Form International Alliance
1/29/2013 - The Global Sustainable Investment Alliance, consisting of seven major sustainable membership organizations, publishes a survey of global trends in sustainable investment.

Shareowner Resolution Challenges Chevron for Attacking Investors
1/12/2013 - The Needmor Fund and Zevin Asset Management file a shareowner resolution requesting that Chevron explain the rationale behind issuing subpoenas to force investors to share confidential communications.

US SIF Publishes Biennial Sustainable Investment Trends Report
11/24/2012 - The 2012 Trends Report notes a total of $3.74 trillion in assets allocated to sustainable investment, a 22% increase over a two-year period.

Investor Networks Urge Governments to Face Climate Change
11/20/2012 - With Hurricane Sandy behind us, and another international climate change conference coming up in Qatar, seven of the world's largest investor networks form the Global Investor Coalition on Climate Change and call for an investment-friendly approach to climate change.

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Partners

CBIS Global
CBIS Global is the European division of CBIS, providing ethical investment management to Catholic institutions in Europe and beyond. CBIS Global is the sponsor of CBIS Global Funds plc headquartered in Dublin. CBIS Global also operates a service centre in Rome, Italy.

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Christian Brothers Services (CBS)
CBS administers high quality, cost-effective, cooperative programs for Employee Health & Welfare Programs, Religious Medical Programs, Retirement Programs, and Risk Management Programs.

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Partners for the Common Good (PCG)
PCG's mission is to promote economic justice and social change by providing access to debt capital to community-based ventures.

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