Investment Philosophy
It is the firm’s strong belief that it is not necessary to sacrifice returns while investing according to the Catholic faith. Moreover, CBIS believes the competitive performance we seek to deliver will emerge from the firm’s ability to identify skilled investment managers and combine them in a fashion that improves the overall risk/return characteristics of an investment portfolio.
Multi-manager Structure
In an effort to best deliver a broadly diversified and disciplined set of investing solutions for Catholic investors, CBIS employs a “manager of managers” approach to portfolio development and management. Through extensive research and analysis, the firm seeks to hire the industry’s premier asset managers to sub-advise its portfolios.
The CBIS Investment Team conducts a thorough evaluation of managers before they are hired as sub-advisors. Once selected, CBIS sub-advisors are carefully monitored to ensure they are implementing their strategies while aiding CBIS with our active ownership goals and avoiding investment in companies which violate Catholic teaching.
Identifiable Core
Competency
Conviction
Longer Term
Investment
Horizon
CRI Quarterly Review – Q4 2023
Read the conversation with Chief Investment Officer, John W. Gissinger, CFA and Managing Director – Catholic Responsible Investments, Hoa N. Quach, CFA in our Q4 2023 review.
CRI Quarter Podcast – Q4 2023
Tune in to our quarterly conversation with Chief Investment Officer, John W. Geissinger, CFA and Managing Director – Catholic Responsible Investments Hoa N. Quach, CFA, as they discuss the current market and what they plan to see in 2024 in our quarterly podcast.
Watch Here
Investment Process
By combining sub-advisors with unique and complementary styles, the CBIS Investment Team seeks to construct and manage funds that provide superior risk-adjusted returns in their style category while incorporating the CRI strategy as an overlay to the investment process. CBIS sub-advisors are carefully analyzed to ensure they can implement their strategies while incorporating Catholic screens.
Through a robust, repeatable construction process, each CBIS Portfolio is built to include:
- Long-term Outlook
- High Conviction
- Correlations
- All Market Environments Drivers
- Investment Style
- ITop-down/Bottom-up
- Interest rate/Sector strategy
- No Specific Return Driver Bias
- Complementary/Low
- Multiple return
Manager Selection Process
There’s No “C” in “ESG”
There’s No “C” in “ESG”
How is Catholic Responsible Investing different than Environmental, Social, and Governance (ESG) investing?