Unifying Faith With Finance
Catholic Responsible Investments℠, or “CRI,” is a proprietary strategy designed to provide Catholic investors sound financial returns while remaining faithful to the moral and social teachings of the Church. In practice, CRI includes:
Catholic Investment Screening to help Catholic investors avoid benefiting from company activities that violate Church teachings.
Diversified Asset Management to deliver a differentiated and disciplined set of portfolios to a wide range of Catholic investors.
Active Ownership to work on behalf of investors towards transforming portfolio companies’ policies and practices to build strong communities and protect the environment.
By extending a faith-based mission to encompass the management of investment portfolios, CBIS seeks to help Catholic investors around the world match their unique individual missions with moral investment choices.