Delivering on this goal requires disciplined research and analysis to help us identify leading institutional managers and blend them together into a diverse range of portfolios.

Investment Philosophy

Our primary objective is to deliver highly competitive risk-adjusted investment returns in a manner consistent with the moral and social teachings of the Catholic Church.

Successful investors seek to generate long-term performance and often possess a core competency which drives investment decisions. This requires conviction to withstand short-term underperformance, and diversification of core competencies to help manage portfolio risk.

Investment Management Resources

In order to meet our investment objectives CBIS hires institutional investment management firms to manage our UCITS Funds. However, the Chief Investment Officer has the ultimate responsibility for product construction and the manager selection process.