CBIS is a recognized industry leader in Catholic Responsible Investing (CRI). As a global investment management firm, we work with Catholic investors of all sizes.

We believe CBIS’ unique understanding of Catholic institutions is unmatched in the investment industry – it is derived from more than 35 years of helping Catholic organizations achieve their investment goals while investing in accordance with Catholic beliefs. We have significant experience with many types of Catholic institutions:

  • Religious Institutes
  • Archdioceses and Dioceses
  • Healthcare Organizations
  • Educational Institutions
  • Charities, Foundations and Endowments

Establishing and building a relationship of trust with our investors – throughout Europe and the rest of the world – is our top priority. Our deep understanding of Catholic institutions allows us to get to work immediately on establishing a plan that meets their needs, without a learning curve.

We offer a variety of investment strategies, including fixed income and equity funds, with competitive historical returns.

All of our investment strategies reflect our deeply held belief that faith and finance go hand in hand. Our investors are concerned not only with their investment profits but the way those profits are earned. Our Catholic Responsible Investing (CRI) approach employs a variety of tools, including screening, active ownership, and proxy voting, as we seek to provide sound financial returns while remaining faithful to the moral and social teachings of the Catholic Church.

For organizations in Europe and around the world, we provide specialized assistance for their program needs.

If you have questions or are interested in learning more about CBIS products, please contact our Institutional Development Team.