CBIS is a recognized industry leader in Catholic Responsible Investing (CRI). As a global investment management firm, we work exclusively with tax-exempt Catholic institutions of all sizes.
We believe CBIS’ unique understanding of Catholic institutions is unmatched in the investment industry and is derived from more than three decades of helping Catholic institutions achieve their investment goals while investing in accordance with Catholic beliefs.
Establishing and building a relationship of trust is our top priority. Our understanding of Catholic institutions allows us to get to work immediately on establishing a plan that meets their needs; there is no learning curve.
Catholic organizations are concerned not only with their investment profits but the way those profits are earned. Globally, we serve:
- Religious Institutes
- Archdioceses and Dioceses
- Healthcare Organizations
- Educational Institutions
- Charities, Foundations and Endowments
Some organizations maintain large diversified portfolios with CBIS while others utilize one or more targeted Funds.
For organizations that rely on CBIS for oversight of their entire investment portfolio, we are responsible for:
- developing a thorough understanding of their investment goals
- reviewing and updating their investment policy
- building a portfolio structure and asset allocation
- reviewing fund and account performance
Many organizations retain an investment management consultant to guide their portfolio strategy and manager selection. When this is the case, CBIS will work directly with the institution and their consultant.
If you have questions or are interested in learning more about CBIS, please contact a member of our Institutional Development Team. You can also email us at firstname.lastname@example.org or call (800) 592-8890.