Investment Philosophy
It is the firm’s strong belief that it is not necessary to sacrifice returns while investing according to the Catholic faith.
CBIS believes competitive, risk-adjusted portfolio returns can be achieved through a well-designed integrated manager strategy. We seek managers with four key characteristics:
CBIS believes these characteristics support long-term outcomes, although they may also result in periods of short-term volatility. By combining managers with multiple return drivers, CBIS seeks to diversify the risks associated with short-term volatility while seeking to capture the return potential of its sub-advisers. This multi-manager approach is designed to help investors remain invested across a range of market conditions and participate in a long-term investment program.
CRI Quarterly Review
Gain insight and market perspectives on a quarterly basis from the Catholic Responsible Investments Team at CBIS.
CRI Quarter Podcast
Get the latest quarters’ market insights from our Catholic Responsible Investments Team.
Investment Process
CBIS’ investment process consists of four critical steps:
CBIS carefully evaluates each sub-adviser’s investment philosophy and process to ensure its strategy can be implemented effectively within CBIS’ Catholic exclusion framework over the long term. CBIS selects sub-advisers that seek competitive, risk-adjusted returns while supporting its engagement, enhancement, and exclusion efforts. By combining managers with distinct and complementary investment styles, the CBIS Investment Team seeks to construct and manage funds that deliver long-term performance within their respective style categories while integrating Catholic Responsible Investing principles throughout the investment process.
Four Things We Look for in Managers
There’s No “C” in “ESG”
There’s No “C” in “ESG”
How is Catholic Responsible Investing different than Environmental, Social, and Governance (ESG) investing?