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What's New

CBIS Annual Report 2013
The Annual Report is now available for 2013. Download a printable PDF.

Christian Brothers Investment Services Welcomes John Geissinger As New Chief Investment Officer
Industry Veteran Brings Extensive Management, Research and Analysis Experience to Position, Reinforcing Firm’s Leadership in Catholic Socially Responsible Investing. Download a printable PDF or view the press release online.

Christian Brothers Names BNY Mellon Transfer Agent for CUIT Funds
BNY Mellon has been a trusted partner for almost 25 years, providing fund accounting as well as custodial services to the CUIT Funds

First Quarter Issue of Principles Now Available
The new issue of Principles, CBIS' quarterly newsletter, is now available. To download a printable PDF copy, click here or to view online, click here.

CUIT Opportunistic Bond Fund
Ten months after its May 1, 2013 launch, here’s an update on performance, M/A and CDX

Keeping Your Balance in All Markets
The CUIT Balanced Fund helps smaller participants take the emotion out of investing.

Active Ownership Update - December 2013
In 2013, CBIS engaged with 29 companies on a wide array of issues ranging from human trafficking and human rights to corporate governance and diversity. To learn more about specific company engagements, click here.

Christian Brothers Investment Services Becomes First U.S. Catholic Signatory Of Principles For Responsible Investment
Move Affirms Company’s Commitment to Serving as a Leader in Socially Responsible Investing. To download a printable PDF copy, click here or to view online, click here.

CBIS Commends Wells Fargo For Dropping Direct Deposit Advance Product
Persistence of shareholders calling for end to predatory lending program pays off.

SRI Issue Report: Climate Change
Global climate change has the potential to negatively impact billions of people. In the latest SRI Issue Report, Dan Nielsen, Director of Socially Responsible Investing, discusses CBIS' approach to addressing the issue. Read more here or download a printable PDF here.

SRI News

Activist shareholders' top priorities for 2014
01/06/2014 - Board diversity, executive pay, transparency on political contributions, and human rights improvements are all on the agenda for shareholders this proxy season

For World AIDS Day 2013, Shareholders Seek "Shared Responsibility" in Defeating HIV/AIDS
11/27/2013 - Patent Sharing for Key Medications Urged to Strengthen Results for an AIDS-Free Generation

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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Our European Division

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.


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.

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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