Reports

Market Perspectives

Timely and thought-provoking insights from the CBIS Investment Team, key considerations for Catholic Responsible Investing (CRI) investors, and active ownership updates from the Impact & Justice team.

Quarterly Review – 3Q 2021
2Q2021 Market Perspective: The Haves and the Have-Nots
1Q2021 Market Perspective: How the Economic Recovery Impacts Markets, Inflation and Productivity
4Q2020 Market Perspective: 2021: The Case for Conviction
3Q2020 Market Perspective: Monetary and Fiscal Stimulus
2Q2020 Market Perspective: It’s Daybreak, the Sails are Set, but the Seas Remain Turbulent
1Q 2020 Market Perspective: Navigating through a pandemic that stopped the world
4Q 2019 Market Perspective: Stage is Set for Continued Economic Growth in 2020
3Q 2019 Market Perspective: Value & Growth Strategies Since the Global Financial Crisis
2Q 2019 Market Perspective: Tariffs Taking Their Toll
Q2 2018 Market Overview: The Trade Deficit and Tariffs
Q1 2018: The Return of Volatility
Q4 2017 Market Perspective: Another Strong Year
Q3 2017 Market Overview: Aging Bull
Q2 2017 Market Overview: Still Great Expectations
Q1 2017 Market Overview: Be Prepared
Q4 2016 Market Overview: A Very Political Economy
Q3 2016 Market Overview: THE YOGI BERRA MARKET
Q2 2016 Global Market Overview: The Value Malaise

Annual Reports

Timely and thought-provoking insights from the CBIS Investment Team, key considerations for Catholic Responsible Investing (CRI) investors, and active ownership updates from the Impact & Justice team.

2021 CBIS Global Semi-Annual Report
2020 CBIS Global Annual Report
2020 CBIS Global Semi-Annual Report
2019 CBIS Global Annual Report
2019 CBIS Global Semi-Annual Report
2018 CBIS Global Annual Report
2018 CBIS Global Semi-Annual Report
2017 CBIS Global Annual Report
2017 CBIS Global Semi-Annual Report
2016 CBIS Global Annual Report
2016 CBIS Global Semi-Annual Report
2015 CBIS Global Annual Report
2015 CBIS Global Semi-Annual Report

CRI Issue Reports

Impact and Justice Reports

CRI Progress Reports

For each of the Impact & Justice engagements, the team establishes short- and long-term goals in order to measure and evaluate progress. Goals are dependent on how far along a company is towards identifying and addressing an issue.

The Catholic Responsible Investing approach centers on three key principles: Economic Justice, Care for Creation, and Human Dignity.

The moral measure of any economy is how the weakest are faring; a fundamental concern for investors and corporate executives must be the impact of their actions on the well being of people, particularly the poor and vulnerable.

  • Issue : Access to Health & Nutrition
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  • Issue : Advancement of Women & People of Color
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  • Issue : Responsible Banking
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  • Issue : Tobacco
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  • Issue : Worker Rights
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