In order to deliver a broadly diversified and disciplined set of portfolios for Catholic investors, CBIS employs a manager of managers approach to portfolio development and management. Through extensive research and analysis, we hire what we believe are some of the top asset managers in the business.

We work closely with our asset managers on the development of each portfolio: They choose investments in companies that provide balance to those we’ve excluded and offer similar return profiles. We offer a variety of options to access our strategies, including equity and fixed income Funds. By pooling our participants’ investment assets, we can invest larger amounts and work with investment managers who might not otherwise be available to institutional investors with smaller portfolios.

Through ongoing monitoring, we oversee our asset managers’ security selection to ensure they achieve both competitive financial returns and continue to support investors’ Catholic beliefs.