To Our CBIS Investors and Partners,

We join the world in mourning the passing of His Holiness Pope Francis, who entered eternal rest following the celebration of the Easter Triduum and Easter Sunday. His final days were marked, as ever, by humility, prayer, and a quiet devotion to the Gospel.

Pope Francis will be remembered as a living example of Christ’s message—offering love, dignity, and accompaniment to all, especially those who have been marginalized or overlooked. His pontificate reflected a deep commitment to empathy, pastoral care, and the renewal of the Church in service to humanity.

Among his many contributions, Pope Francis offered strong support for Mensuram Bonam, encouraging Catholic institutions to align their financial practices with their faith. His call for greater integrity in economic life continues to resonate across the global Church.

At CBIS, we have long been guided by this vision—serving Catholic investors who seek to transform the world through faith-consistent investing rooted in Catholic social teaching. We pray that the momentum Pope Francis inspired through this work will continue to grow in the years ahead.

In keeping with his character, Pope Francis requested that his funeral rites be simple, focused not on the trappings of papal office but on his identity as a disciple and servant of Christ. His humility and example leave a lasting imprint on the Church—and on all who seek to live the Gospel with integrity.

We offer our prayers for the College of Cardinals as they gather in solemn discernment to choose the next Pope. May the Holy Spirit guide their hearts and minds with wisdom, unity, and grace as they carry out this sacred responsibility for the good of the Church and the world.

May he rest in the peace of Christ.

Jeffrey A. McCroy
President & Chief Executive Officer

English
Italian
French
Spanish

Investor coalition brought together to push for greater disclosure of asset retirement obligations (AROs)17

April 2023 – Legal & General Investment Management (LGIM) and Christian Brothers Investment Services (CBIS) have today announced the co-filing of a shareholder resolution at ExxonMobil’s 2023 AGM

Read the Press Release here

Chicago – February 27, 2023 – Christian Brothers Investment Services, Inc. (CBIS), a leading investment management firm and Registered Investment Advisor to Catholic investors around the world, today announced that Andrea Favaloro has agreed to serve as President of CBIS Global…

Read the Full Press Release below:

CBIS is proud to be part of the Launching Investor Group for the formation of the Nature Action 100, a new global engagement initiative which focuses on mobilizing investors to drive urgent action on the nature-related risks and dependencies in the companies they own. Read more on this initiative here.

CBIS would like to thank Bloomberg, Saijel Kishan and Jeff Green for writing about the efforts CBIS has been making to hold companies accountable for environmental and social claims, specifically Apple and their efforts to fight child sexual abuse material. The article features CBIS CEO Jeff McCroy and his passion behind this push. Thanks for sharing our story and journey to amplify the power of Catholic Responsible Investing to transform the world!

From the story:
“The technology sector as a whole has been slow to address this important issue,’’ McCroy said in an interview. Abusive imagery in videos has the potential to spread rapidly across the internet, so companies should share artificial intelligence technologies and other tools with one another to help address the issue, he said.

Read the full story

The securities identified and described do not represent all of the securities purchased, sold or recommended for investor accounts. The reader should not assume that an investment in the securities identified was or will be profitable.