CBIS Mission Statement

CBIS works in partnership with Catholic institutions to develop socially responsible investing solutions that meet their current and future investment needs.

CBIS Belief Statements

  • We believe that building a relationship of trust and meeting the current and future investment needs of our participants are our highest priorities.
  • We believe in the importance of investing ethically, competitively, prudently and profitably, and this forms the foundation of our investment advice.
  • We believe that our commitment to fiscal and social responsibility, arising from the religious traditions of our owners and participants, distinguishes us.
  • We believe that a diverse and talented workforce is critical to CBIS’ mission and vision.
  • We believe that in order to bear witness to our values in the marketplace, we must model these values.