Company History

Christian Brothers Investment Services, Inc. (CBIS) was founded in 1981 by the De La Salle Christian Brothers. The Founders, embodying the vision and innovative spirit of Saint John Baptist de La Salle, the patron saint of teachers, set out to develop well-managed investment solutions that could help Catholic Church organizations not only meet their current investment needs, but future ones as well.

The Catholic United Investment Trust (“CUIT”), a lineup of ten no-load pooled investment vehicles, was established in 1983. These single-asset funds were designed to provide certain members or subsidiary organizations of the Roman Catholic Church a means for the long-term investment of assets for retirement, endowment, welfare, and similar purposes.

In 2018, CBIS launched the CUIT Magnus® Series, a lineup of four no-load pooled investment vehicles. These multi-asset funds, designed to provide Catholic institutions a turnkey fund-of-funds option, invest substantially all of their assets in CUIT’s individual no-load pooled investment vehicles.

In December 2021, the CUIT lineup of single- and multi-asset funds were restructured to be more easily available to a broader Catholic audience, amplifying our mission to deliver responsible investing strategies to Catholic investors. These new, restructured funds are now known as the CRI single- and multi-asset funds.

Today, CBIS is responsible for the management of over $10.5 billion in assets for over 800 Catholic organizations worldwide.

  • 1981

    CBIS Founded

  • 1983

    CUIT Established

  • 1999

    CBIS Website
    Launched

  • 2008

    Global Funds
    plc Launched

  • 2014

    Branding of Catholic
    Responsible Investing

  • 2018

    CUIT Magnus®
    Series Launched

  • 2021

    CUIT Funds
    Converted
    to CRI Funds

CUIT Funds Performance

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Annual Average Total Returns (%) as of 09/30/2021
Fixed Income 3
Months
1
Year
3
Years
5
Years
10
Years
Since Inception Inception Date
CRI US Ultra Short Bond Fund 0.00 0.00 1.07 1.09 0.57 3.04 1/1/1985
Bloomberg Barclays U.S. Short T-
Bills (1-3M) Index ±
0.01 0.05 1.11 1.10 0.60 3.42
  3
Months
1
Year
3
Years
5
Years
10
Years
Since Inception Inception Date
CRI US Ultra Short Bond Fund 0.00 0.00 1.07 1.09 0.57 3.04 1/1/1985
Bloomberg Barclays U.S. Short T-
Bills (1-3M) Index ±
0.01 0.05 1.11 1.10 0.60 3.42
  3
Months
1
Year
3
Years
5
Years
10
Years
Since Inception Inception Date
CRI US Ultra Short Bond Fund 0.00 0.00 1.07 1.09 0.57 3.04 1/1/1985
Bloomberg Barclays U.S. Short T-
Bills (1-3M) Index ±
0.01 0.05 1.11 1.10 0.60 3.42
  3
Months
1
Year
3
Years
5
Years
10
Years
Since Inception Inception Date
CRI US Ultra Short Bond Fund 0.00 0.00 1.07 1.09 0.57 3.04 1/1/1985
Bloomberg Barclays U.S. Short T-
Bills (1-3M) Index ±
0.01 0.05 1.11 1.10 0.60 3.42
Annual Average Total Returns (%) as of 09/30/2021
Equity 3
Months
1
Year
3
Years
5
Years
10
Years
Since Inception Inception Date
CRI US Equity Index Fund Class A 0.00 0.00 1.07 1.09 0.57 3.04 1/1/1985
CRI US Equity Index Fund Class B 0.01 0.05 1.11 1.10 0.60 3.42 1/1/1985
Russell 1000 0.01 0.05 1.11 1.10 0.60 3.42
  3
Months
1
Year
3
Years
5
Years
10
Years
Since Inception Inception Date
CRI US Small Cap Equity Fund Class A 0.00 0.00 1.07 1.09 0.57 3.04 1/1/1985
CRI US Small Cap Equity Fund Class B 0.01 0.05 1.11 1.10 0.60 3.42 1/1/1985
S&P 500 Index 0.01 0.05 1.11 1.10 0.60 3.42
  3
Months
1
Year
3
Years
5
Years
10
Years
Since Inception Inception Date
CRI US Equity Index Fund Class A 0.00 0.00 1.07 1.09 0.57 3.04 1/1/1985
CRI US Equity Index Fund Class B 0.01 0.05 1.11 1.10 0.60 3.42 1/1/1985
S&P 500 Index 0.01 0.05 1.11 1.10 0.60 3.42
  3
Months
1
Year
3
Years
5
Years
10
Years
Since Inception Inception Date
CRI Multi-Style US Equity Fund Class A 0.00 0.00 1.07 1.09 0.57 3.04 1/1/1985
CRI Multi-Style US Equity Fund Class B 0.01 0.05 1.11 1.10 0.60 3.42 1/1/1985
S&P SmallCap 600 Index § 0.01 0.05 1.11 1.10 0.60 3.42
  3
Months
1
Year
3
Years
5
Years
10
Years
Since Inception Inception Date
CRI International Equity Fund 0.00 0.00 1.07 1.09 0.57 3.04 1/1/1985
MSCI ACWI ex USA Small Cap Index 0.01 0.05 1.11 1.10 0.60 3.42 1/1/1985
  3
Months
1
Year
3
Years
5
Years
10
Years
Since Inception Inception Date
CRI International Small Cap Fund Class A 0.00 0.00 1.07 1.09 0.57 3.04 1/1/1985
CRI International Small Cap Fund Class B 0.01 0.05 1.11 1.10 0.60 3.42 1/1/1985
MSCI ACWI-ex U.S. ‡ 0.01 0.05 1.11 1.10 0.60 3.42 1/1/1985
Annual Average Total Returns (%) as of 09/30/2021
Magnus® 3
Months
1
Year
3
Years
5
Years
10
Years
Since Inception Inception Date
CRI US Magnus 45/55 Fund Class A 0.00 0.00 1.07 1.09 0.57 3.04 1/1/1985
CRI US Magnus 45/55 Fund Class B 0.01 0.05 1.11 1.10 0.60 3.42 1/1/1985
55% BBAgg / 33.75% Russell 3000 / 11.25% MSCI ACWI-ex U.S. 0.01 0.05 1.11 1.10 0.60 3.42
  3
Months
1
Year
3
Years
5
Years
10
Years
Since Inception Inception Date
CRI US Magnus 45/55 Fund Class A 0.00 0.00 1.07 1.09 0.57 3.04 1/1/1985
CRI US Magnus 45/55 Fund Class B 0.01 0.05 1.11 1.10 0.60 3.42 1/1/1985
55% BBAgg / 33.75% Russell 3000 / 11.25% MSCI ACWI-ex U.S. 0.01 0.05 1.11 1.10 0.60 3.42
  3
Months
1
Year
3
Years
5
Years
10
Years
Since Inception Inception Date
CRI Magnus 60/40 Beta Plus Fund Class A 0.00 0.00 1.07 1.09 0.57 3.04 1/1/1985
CRI Magnus 60/40 Beta Plus Fund Class B 0.01 0.05 1.11 1.10 0.60 3.42 1/1/1985
40% BBAgg / 45% Russell 3000 / 15% MSCI ACWI-ex U.S. 0.01 0.05 1.11 1.10 0.60 3.42
  3
Months
1
Year
3
Years
5
Years
10
Years
Since Inception Inception Date
CRI Magnus 75/25 Fund Class A 0.00 0.00 1.07 1.09 0.57 3.04 1/1/1985
CRI Magnus 75/25 Fund Class B 0.01 0.05 1.11 1.10 0.60 3.42 1/1/1985
25% BBAgg / 56.25% Russel3000 / 18.75% MSCI ACWI ExUs 0.01 0.05 1.11 1.10 0.60 3.42

Important Information

Please review our important disclosures.

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Neque sodales ut etiam sit amet nisl purus in. At imperdiet dui accumsan sit amet nulla. Velit dignissim sodales ut eu sem integer vitae justo. Eget nunc lobortis mattis aliquam. Convallis a cras semper auctor neque vitae tempus quam. Congue eu consequat ac felis. Vestibulum mattis ullamcorper velit sed ullamcorper morbi. Elementum nibh tellus molestie nunc non blandit. Sagittis purus sit amet volutpat consequat. Vel fringilla est ullamcorper eget nulla facilisi etiam dignissim. Faucibus turpis in eu mi bibendum. Diam maecenas sed enim ut sem viverra aliquet. Dolor sit amet consectetur adipiscing elit ut aliquam. In pellentesque massa placerat duis ultricies lacus sed. Orci dapibus ultrices in iaculis.

Quam pellentesque nec nam aliquam sem et tortor. Vulputate enim nulla aliquet porttitor lacus luctus accumsan tortor. Consectetur libero id faucibus nisl tincidunt. Mollis nunc sed id semper risus in hendrerit gravida rutrum. Pulvinar elementum integer enim neque volutpat. Varius sit amet mattis vulputate enim nulla aliquet porttitor lacus. Pellentesque elit ullamcorper dignissim cras tincidunt lobortis feugiat vivamus. Diam ut venenatis tellus in metus vulputate eu. Dolor magna eget est lorem ipsum. Vulputate enim nulla aliquet porttitor. Volutpat ac tincidunt vitae semper quis lectus nulla at. Accumsan sit amet nulla facilisi. Tempor orci dapibus ultrices in iaculis nunc sed. Nisi quis eleifend quam adipiscing vitae proin sagittis nisl. Venenatis cras sed felis eget velit aliquet sagittis id consectetur. Dolor sit amet consectetur adipiscing elit pellentesque habitant morbi. Urna et pharetra pharetra massa massa ultricies. Magna fermentum iaculis eu non diam phasellus. Diam phasellus vestibulum lorem sed risus. Aliquet nibh praesent tristique magna sit.

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Eget sit amet tellus cras adipiscing enim eu. Fermentum iaculis eu non diam phasellus vestibulum. Dignissim suspendisse in est ante. Netus et malesuada fames ac turpis egestas. Odio morbi quis commodo odio aenean. Nisi scelerisque eu ultrices vitae auctor eu augue ut lectus. Blandit volutpat maecenas volutpat blandit aliquam etiam erat. Leo vel fringilla est ullamcorper eget nulla facilisi etiam dignissim. Purus faucibus ornare suspendisse sed. Nisi porta lorem mollis aliquam ut porttitor leo a diam. Et egestas quis ipsum suspendisse ultrices gravida dictum fusce ut. Porttitor eget dolor morbi non arcu. Mauris pellentesque pulvinar pellentesque habitant morbi tristique. Sit amet cursus sit amet dictum sit amet. Eget aliquet nibh praesent tristique magna. Interdum varius sit amet mattis vulputate enim nulla aliquet.

1

Manager’s
unscreened portfolio

2

Remove restricted
companies: Life Ethics,
Violence, Tobacco
and Pornography

screens are generally
a small portion of
benchmark weight
3

Managers substitute comparable companies for screened companies

and/or
Reweight across unrestricted names
4

CBIS CRI Portfolio

Catholic Responsible Investing Strategies

CRI Strategy Development Process

Privacy Policy

Christian Brothers Investment Services, Inc. (“CBIS”) and CBIS Financial Services, Inc. (“CBISFS”) have adopted this Privacy Policy to set forth the principles we will follow in safeguarding information about our investor organizations (“Investors”). CBIS is an investment adviser registered under the Investment Advisers Act of 1940; CBISFS is a broker-dealer registered under the Securities Exchange Act of 1934.

We believe that privacy is important to all of our Investors and we are committed to maintaining the confidentiality and security of our Investors’ information. Therefore, we shall protect information about our Investors by maintaining physical, electronic and procedural safeguards that meet or exceed those required by law.

  • All CBIS employees may have a need to know this information to provide services to our Investors and therefore will have access to this information.
  • We shall not disclose information about our Investors to external organizations unless authorized by our Investors, required by law or necessary to provide our services to our Investors.
  • We shall not sell information about our Investors to anyone.
  • We shall treat information about former Investors in the same manner we treat information about current Investors.

Use of Cookies

This website uses cookies to better the users experience while visiting the website. Where applicable this website uses a cookie control system allowing the user on their first visit to the website to allow or disallow the use of cookies on their computer / device. This complies with recent legislation requirements for websites to obtain explicit consent from users before leaving behind or reading files such as cookies on a user’s computer / device.

Cookies are small files saved to the user’s computers hard drive that track, save and store information about the user’s interactions and usage of the website. This allows the website, through its server to provide the users with a tailored experience within this website. Users are advised that if they wish to deny the use and saving of cookies from this website on to their computers hard drive they should take necessary steps within their web browsers security settings to block all cookies from this website and its external serving vendors.

This website uses tracking software to monitor its visitors to better understand how they use it. This software is provided by Google Analytics which uses cookies to track visitor usage. The software will save a cookie to your computers hard drive in order to track and monitor your engagement and usage of the website, but will not store, save or collect personal information. You can read Google’s privacy policy here for further information.

This website also uses Google Analytics’ Demographic and Interest Reporting to track visitors’ age, sex and interests when available. This information helps to better understand what visitors want from the website. This information will not be shared with third parties. It is used for research purposes only. You can opt out of this tracking here.

Other cookies may be stored to your computers hard drive by external vendors when this website uses referral programs, sponsored links or adverts. Such cookies are used for conversion and referral tracking and typically expire after 30 days, though some may take longer. No personal information is stored, saved or collected.

Data Protection Notice

Investors should note that by completing the application form they have provided personal information, which may constitute “personal data” within the meaning of the Irish Data Protection Acts 1988 and 2003, the EU Data Protection Directive 95/46/EC, the EU ePrivacy Directive 2002/58/EC (as amended) and any relevant transposition of, or successor or replacement to, those laws (including, when they come into force, the General Data Protection Regulation (Regulation (EU) 2016/679) and the successor to the ePrivacy Directive) (together, the “Data ProtectionLegislation”).

    Investors’ personal data will be used by CBIS, CBIS Global Funds plc, and/or CUIT for the following purposes:

  • to manage and administer an investor’s holding in any of the Funds managed by CBIS, CBIS Global Funds plc, and/or CUIT and any related accounts on an ongoing basis;
  • to carry out statistical analysis and market research as CBIS, CBIS Global Funds, and/or CUIT’s legitimate business interest;
  • to comply with legal and regulatory obligations applicable to the investor and CBIS from time to time including applicable anti-money laundering and counter terrorist financing legislation. In particular, in order to comply with the information reporting regimes set out in Section 891C and Section 891E to Section 891G (inclusive) of the Taxes Consolidation Act 1997 (as amended) and regulations made pursuant to those sections), Shareholders’ personal data (including financial information) may be shared with the Irish Revenue Commissioners. They in turn may exchange information (including personal data and financial information) with foreign tax authorities (including the U.S. Internal Revenue Service and foreign tax authorities located outside the European Economic Area). Please consult the AEOI (Automatic Exchange of Information) webpage on www.revenue.ie for further information in this regard; and
  • for any other specific purposes where the investor has given specific consent.

Investors’ personal data may be disclosed by the CBIS, CBIS Global Funds plc, and/or CUIT to its delegates, professional advisors, service providers, regulatory bodies, auditors, technology providers and any duly authorised agents or related, associated or affiliated companies of the foregoing for the same or related purposes.

Investors’ personal data may be transferred to countries which may not have the same or equivalent data protection laws as the EEA. If such transfer occurs, the Company is required to ensure that such processing of investors’ personal data is in compliance with Data Protection Legislation and, in particular, that appropriate measures are in place such as entering into model contractual clauses (as published by the European Commission) or ensuring that the recipient is “Privacy Shield” certified, if appropriate. For more information on the means of transfer of investors’ data or a copy of the relevant safeguards, please contact [email protected].

    Pursuant to the Data Protection Legislation, investors have a number of rights which may be exercised in respect of their personal data, i.e.:

  • the right of access to personal data held by CBIS, CBIS Global Funds plc, and/or CUIT;
  • the right to amend and rectify any inaccuracies in personal data held by CBIS, CBIS Global Funds plc, and/or CUIT;
  • the right to erase personal data held by CBIS, CBIS Global Funds plc, and/or CUIT;
  • the right to data portability of personal data held by CBIS, CBIS Global Funds plc, and/or CUIT; and
  • the right to request restriction of the processing of personal data held by CBIS, CBIS Global Funds plc, and/or CUIT; and
  • the right to object to processing of personal data by CBIS, CBIS Global Funds plc, and/or CUIT.

These rights will be exercisable subject to limitations as provided for in the Data Protection Legislation. In certain circumstances it may not be feasible for the Company to discharge these rights, for example because of the structure of CBIS, CBIS Global Funds plc, and/or CUIT or the manner in which the Shareholder holds Shares in a Fund. Investors may make a request to the Company to exercise these rights by contacting [email protected].

Please note that personal data may be retained by CBIS, CBIS Global Funds plc, CUIT, the Administrator, the Transfer Agent, the Investment Manager, the Custodian, the Depositary and/or their agents for the duration of an investor’s investment and afterwards in accordance with the Company’s legal and regulatory obligations, including but not limited to the Company’s record retention policy.

The CBIS, CBIS Global Funds plc, and/or CUIT are data controllers within the meaning of the Data Protection Legislation and undertakes to hold any personal information provided by investors in confidence and in accordance with the Data Protection Legislation. For queries, requests or comments in respect of this notice or the way in which the CBIS, CBIS Global Funds plc, and/or CUIT uses investors’ personal data, please contact [email protected]. Investors have the right to lodge a complaint with the Office of the Data Protection Commissioner if they are dissatisfied with the manner in which their personal data is used by the CBIS, CBIS Global Funds plc, and/or CUIT.

Business Continuity Plan

CBIS’ business continuity plan is designed to create a framework in which to effectively and resiliently respond to a significant business disruption. During a business disruption event, CBIS will seek to safeguard the interests of its participants, its employees’ lives and CBIS’ property. CBIS will do so by making a financial and operational assessment and seeking to quickly recover and resuming normal operations, protect its books and records and data, and allow participants to transact business.

CBIS’ plan anticipates two kinds of significant business disruptions internal and external. Internal disruptions would affect only CBIS’ ability to communicate or do business, such as a fire in one of our offices. External disruptions would prevent the operation of the securities markets or a number of firms, and include a terrorist attack, a city flood, or a wide-scale regional disruption. CBIS’ response to an external disruption relies more heavily on other organizations and systems, especially on the capabilities of local police and fire departments and on our master custodian and other custodians chosen by participants.

The CBIS business continuity plan outlines procedures the firm will take for: 1) total destruction or inaccessibility of an office; 2) damage to, or theft of, critical phone equipment or computer hardware; 3) partial destruction of an office or equipment; 4) loss of paper files; 5) power failure; 6) fire; and 7) loss of key staff via sudden death or other calamity. CBIS operates offices in New York, New York, Chicago, Illinois, and San Francisco, California. In the event of total destruction or inaccessibility to one of our offices, we will either move employees to one of our other offices or work remotely from their residence or a temporary location. Steps are in place to retrieve all necessary account information, operating systems and equipment, to redirect phone calls and mail, and to notify banks, asset managers, vendors and suppliers. CBIS does not anticipate that the destruction or inaccessibility of one of our offices will halt our ability to do business. If all three offices were destroyed or made inaccessible simultaneously, CBIS would strive to resume operations within twenty-four hours from its temporary office space.

This plan is subject to modification. As the plan is modified, an updated summary will be posted on the CBIS website. Participants may also obtain the current summary and any updates by requesting a written copy by mail.

Important Information

All data sourced from FactSet unless otherwise noted. FactSet returns can vary from other sources due to different methodologies.

CUIT Money Market Fund

The CUIT Money Market Fund is not guaranteed by the U.S. Government and there can be no assurance that a stable net asset value of $1.00 can be maintained.

CUIT Funds

Investments in programs offered by the Catholic United Investment Trust (CUIT) are offered exclusively to institutions that are part of the Roman Catholic Church in the United States and its territories and dependencies. Shares in the CUIT Funds are offered exclusively through CBIS Financial Services, Inc., a broker-dealer subsidiary of CBIS.
The CUIT Funds are exempt from registration with the Securities and Exchange Commission and therefore are exempt from certain regulatory requirements applicable to registered mutual funds.

Past performance is not indicative of future performance. The return and principal value of the Funds will fluctuate and, upon redemption, shares in the Funds may be worth less than their original cost.

Performance for periods of one year and longer are annualized; all Fund performance is reported net of any fees and expenses, but inclusive of dividends and interest. The Funds provides daily NAV and daily liquidity. Comparative indices represent unmanaged or average returns on various financial assets which can be compared to the Funds’ total returns for the purpose of measuring relative performance, but are not necessarily intended to parallel the risk or investment approach of your investments; the indices do not incur taxes or expenses but are inclusive of dividends and interest. Comparative index information is provided by third parties; information regarding composition of indexes may be obtained from the provider or CBIS.

Complete information regarding each of the CUIT Funds, including certain restrictions regarding redemptions, is contained in the Offering Memorandum. Such information should be carefully reviewed prior to investing in the Funds.
This website is for informational purposes only and does not constitute an offer to sell any investment. The Funds are not available for sale in all jurisdictions. Where available for sale, an offer will only be made through the prospectus for the Funds, and the Funds may only be sold in compliance with all applicable country and local laws and regulations.

Legal Documents

  • CUIT Fund Series Offering Memorandum (July 9, 2021) Download PDF
  • CUIT Magnus Fund Series Offering Memorandum (July 9, 2021) Download PDF
  • Amended and Restarted CUIT Declaration of Trust (December 2, 2019) Download PDF

Financial Statements

By Key Contact

General Inquiries [email protected]
Investor & Consultant Relations
Robert Stelben – East Region
[email protected]
Jay Boothby – East Region
[email protected]
David Vandergriff -Midwest Region
[email protected]
Chela Mitchell – Western Region
[email protected]
Relationship Management
Jelena Milinkovic – East Region
[email protected]
Eric Bieniasz-Midwest Region
[email protected]
David Schwarzenberger – Western Region
[email protected]
Investment Concierge
Gale Dickinson – Western Region
[email protected]
Marisa Caperino – East Region
[email protected]
Max Burge – Midwest Region
[email protected]
Investor Services
Liz Vella
[email protected]
Media Contact [email protected]

By Key Contact

CBS administers high quality, cost-effective, cooperative programs for Employee Health & Welfare Programs, Religious Medical Programs, Retirement Programs, and Risk
Management Programs.
Christian Brothers Services
1205 Windham Parkway
Romeoville, IL 60446
800-807-0100
[email protected]

By Location

Regional Offices Chicago
125 S. Wacker Dr., Ste. 2400
Chicago, IL 60606
New York
733 Third Avenue, Ste. 2020
New York, NY 10017
Rome Service Centre
Via Aurelia, 476
CP 9099 (Aurelio)
00165 ROMA – ITALIA
www.cbisonline.com/eu/
Madrid
Agente Autorizado de Bank Degroof Petercam Spain S.A.U.
C/ Montalbán 5, 1ºB
28014 MADRID –SPAIN
www.cbisonline.com/eu/
San Francisco Mailing Address
3739 Balboa Street, Ste. 1029
San Francisco, CA 94121

Investment Process

Commodo quis imperdiet massa tincidunt nunc pulvinar. In fermentum posuere urna nec. Lobortis mattis aliquam faucibus purus in massa tempor nec feugiat. Vel risus commodo viverra maecenas accumsan lacus. Nunc mattis enim ut tellus elementum. Vel risus commodo viverra maecenas accumsan lacus. Nunc mattis enim ut.

Manager Identification and Selection
  • Proven Investment Process
  • Defined Core Competency
  • Value add over a full market cycle
  • Preference for majority-owned firms
  • Assess CRI Impact
Portfolio Construction
  • Diversification of manager core competencies (multi-manager funds)
  • Improved Risk-Adjusted Returns
  • Manage Active Share
Ongoing Due Diligence
  • Systematic Evaluation Process
  • Quantitative and Qualitative Assessment
  • Analyze any Disconnect Between Expectations and Reailty

Manager Selection Process

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Investment Philosophy

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Investment Management Resources

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Diversified Portfolios

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Fund Strategy

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Single-Asset Funds

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Select a Fund Below to Learn More
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  • Issue : Access to Health & Nutrition
    EXPAND
    CRI Product Reports

    Id velit ut tortor pretium viverra suspendisse.

    Investments

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    Strategy

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    Asset Managers

    Causeway Capital
    Principal Global
    WCM

    Fund Facts
    Inception Date 11.30.04
    Ticker CIPSX
    CUSIP 00764Q405
    Net Asset Value $25.13
    Net Assets $492,001,032
    Minimum Investment $10,000 (IRA $3,000)
    Expense Ration (Net) 1.26%
    Expense Ratio (Gross)† 1.26%
    Performance: Net Returns as of 06.30.21
                Annualized  
      One Month Three Months Year to Date One Year Three Years Five Years Ten Years
    CRLVX (0.97) 4.84 8.68 39.96 12.19 13.57 7.31
    CRLSX (0.93) 4.99 8.98 40.76 12.79 14.11 7.79
    MSCI ACWI ex-U.S. Index (0.62) 5.64 9.45 36.29 9.88 11.59 6.76
  • No comingvancement of Women & People of Color
    EXPAND

Multi-Asset Funds

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Select a Fund Below to Learn More
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  • Issue : Access to Health & Nutrition
    EXPAND
    CRI Product Reports

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    Investments

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    Strategy

    Nisi lacus. Penatibus et magnis dis parturient montes. Nulla pellentesque dignissim enim sit am bibendum arcu vitae elementum.

    Asset Managers

    Causeway Capital
    Principal Global
    WCM

    Fund Facts
    Inception Date 11.30.04
    Ticker CIPSX
    CUSIP 00764Q405
    Net Asset Value $25.13
    Net Assets $492,001,032
    Minimum Investment $10,000 (IRA $3,000)
    Expense Ration (Net) 1.26%
    Expense Ratio (Gross)† 1.26%
    Performance: Net Returns as of 06.30.21
                Annualized  
      One Month Three Months Year to Date One Year Three Years Five Years Ten Years
    CRLVX (0.97) 4.84 8.68 39.96 12.19 13.57 7.31
    CRLSX (0.93) 4.99 8.98 40.76 12.79 14.11 7.79
    MSCI ACWI ex-U.S. Index (0.62) 5.64 9.45 36.29 9.88 11.59 6.76
  • No comingvancement of Women & People of Color
    EXPAND

Important Information

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Blog Page

Resources

Video Title

Watch a Message from our CEO

Screening for Catholic Values

CBIS' Commitment to PRI

Catholic Responsible Investing

The Benefits of Active Ownership

Indexing Solutions

Implementing a CRI Program

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Impact & Justice

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Investments

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Reports

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2Q2021 Market Perspective: The Haves and the Have-Nots

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Impact & Justice: July 2021

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Divestment: Targeted Fossil Fuels

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2 Column Section Title

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Ut etiam sit amet nisl. Enim sed faucibus turpis in eu mi bibendumm sit amet nisl suscipit. Egestas maecenas pharetra convallis posuere morbi leo. Ut etiam sit amet nisl, maecenas pharetra enim.enim tortor at auctor. Sit amet risus nullam eget felis. Odio ut sem nulla pharetra diam sit amet nisl suscipit. Egestas maecenas pharetra convallis posuere morbi leo.

3 Column Section Title

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Ut etiam sit amet nisl. Enim sed faucibus turpis in eu mi bibendumm sit amet nisl suscipit. Egestas maecenas pharetra convallis posuere morbi leo. Ut etiam sit amet nisl, maecenas pharetra enim.enim tortor at auctor. Sit amet risus nullam eget felis. Odio ut sem nulla pharetra diam sit amet nisl suscipit. Egestas maecenas pharetra convallis posuere.

Odio ut sem nulla pharetra diam sit amet nisl suscipit. Egestas maecenas pharetra convallis posuere morbi leo. Ut etiam sit amet nisl. Enim sed faucibus turpis in eu mi bibendum neque egestas. Tristique nulla aliquet enim tortor at auctor. Sit amet risus nullam eget felis. Odio ut sem nulla pharetra diam sit amet nisl suscipit. Egestas maecenas pharetra convallis posuere morbi.

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4 Column Section Title

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Ut etiam sit amet nisl. Enim sed faucibus turpis in eu mi bibendumm sit amet nisl suscipit. Egestas maecenas pharetra convallis posuere morbi leo. Ut etiam sit amet nisl, maecenas pharetra enim.enim tortor at auctor. Sit amet risus nullam eget felis. Odio ut sem nulla pharetra diam sit amet nisl suscipit. Egestas maecenas pharetra convallis posuere.

Ut etiam sit amet nisl. Enim sed faucibus turpis in eu mi bibendumm sit amet nisl suscipit. Egestas maecenas pharetra convallis posuere morbi leo. Ut etiam sit amet nisl, maecenas pharetra enim.enim tortor at auctor. Sit amet risus nullam eget felis. Odio ut sem nulla pharetra diam sit amet nisl suscipit. Egestas maecenas pharetra convallis posuere. Odio ut sem nulla pharetra diam sit amet nisl suscipit. Egestas maecenas pharetra convallis posuere morbi leo. Ut etiam sit amet nisl. Enim sed faucibus turpis in eu mi bibendum neque egestas. Tristique nulla aliquet enim tortor at auctor. Sit amet risus nullam eget felis. Odio ut sem nulla pharetra diam sit amet nisl suscipit. Egestas maecenas pharetra convallis posuere morbi.

Odio ut sem nulla pharetra diam sit amet nisl suscipit. Egestas maecenas pharetra convallis posuere morbi leo. Ut etiam sit amet nisl. Enim sed faucibus turpis in eu mi bibendum neque egestas. Tristique nulla aliquet enim tortor at auctor. Sit amet risus nullam eget felis. Odio ut sem nulla pharetra diam sit amet nisl suscipit. Egestas maecenas pharetra convallis posuere morbi.

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1 Column Section Title

Odio ut sem nulla pharetra diam sit amet nisl suscipit. Egestas maecenas pharetra convallis posuere morbi leo. Ut etiam sit amet nisl. Enim sed faucibus turpis in eu mi bibendum neque egestas. Tristique nulla aliquet enim tortor at auctor. Sit amet risus nullam eget felis. Odio ut sem nulla pharetra diam sit amet nisl suscipit. Egestas maecenas pharetra convallis posuere morbi. Ut etiam sit amet nisl. Enim sed faucibus turpis in eu mi bibendumm sit amet nisl suscipit. Egestas maecenas pharetra convallis posuere morbi leo. Ut etiam sit amet nisl, maecenas pharetra enim.enim tortor at auctor. Sit amet risus nullam eget felis. Odio ut sem nulla pharetra diam sit amet nisl suscipit. Egestas maecenas pharetra convallis posuere.

Eestas maecenas pharetra convallis posuere morbi leo. Ut etiam sit amet nisl. Enim sed faucibus turpis in eu mi bibendum neque egestas. Tristique nulla aliquet enim tortor at auctor. Sit amet risus nullam eget felis. Odio ut sem nulla pharetra diam sit amet nisl suscipit. Egestas maecenas pharetra convallis posuere morbi. Ut etiam sit amet nisl. Enim sed faucibus turpis in eu mi bibendumm sit amet nisl suscipit. Egestas maecenas pharetra convallis posuere morbi leo. Ut etiam sit amet nisl, maecenas pharetra enim.enim tortor at auctor. Sit amet risus nullam eget felis. Odio ut sem nulla pharetra diam sit amet nisl suscipit. Egestas maecenas pharetra convallis posuere Odio ut sem nulla pharetra diam sit amet nisl suscipit. Egestas maecenas pharetra convallis posuere morbi leo. Ut etiam sit amet nisl. Enim sed faucibus turpis in eu mi bibendum neque egestas. Tristique nulla aliquet enim tortor at auctor. Sit amet risus nullam eget felis. Odio ut sem nulla pharetra diam sit amet nisl suscipit. Egestas maecenas pharetra convallis posuere morbi. Ut etiam sit amet nisl.

At varius vel pharetra vel turpis eget lorem dolor.

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  • New York
  • Chicago
  • Rome (CBIS Global S.r.L.)
  • Madrid

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Team

Jeffrey A. McCroy
President & Chief Executive Officer
John W. Geissinger, CFA
Chief Investment Officer
Cece Novotny
Chief People Officer
Paul R. Ainslie
Chief Operating Officer
Peter C. Henrich
Chief Development Officer
Diane K. Miller, IACCP®
Chief Compliance Officer
Alessandro Lombardi
International Client Officer

Company History

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Infographic Placeholder

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Governing Bodies

The CBIS Board of Directors and the CUIT Board of Trustees help the CBIS management team align each of the investment programs we offer with Catholic moral and social beliefs. Their leadership and commitment to faith-based investing guide us daily in our service efforts on behalf of Catholic institutions.

The CBIS Board of Directors consists of men and women whose combined experience, dedication and vision help ensure that CBIS’ strategic planning and program implementation effectively serve the needs of Catholic institutions.

Careers

We are sorry, CBIS is not hiring at this time.

Please check back for new openings as they become available.

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At varius vel pharetra vel turpis nunc eget lorem dolor.

How Can We Help?

CUIT Audit requests should be submitted by mail or fax to:

CBIS Account Services
PO Box 9683
Providence, RI 02940-9683

To avoid delays, please ensure that the request includes your account number and is signed by an authorized signer. Audit request may take up to 20 days for completion.
To check the status, please call Account Services.

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Egestas maecenas pharetra convallis posuere morbi leo. Ut etiam sit amet nisl. Enim sed faucibus turpis in eu mi bibendum neque egestas. Tristique nulla aliquet enim tortor at auctor. Sit amet risus nullam eget felis.

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Account Options

Online Access
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Subaccount
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What Kind of Transaction Would You Like to Make?

Purchase

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Redeem

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Rebalance

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Exchange

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In December 2021, we converted CBIS’ CUIT funds to the Catholic Responsible Investment funds. We believe this is the best way to amplify our mission to deliver responsible investing strategies to a larger universe of Catholic investors, in support of our ultimate goal: to amplify the power of Catholic investing in a way that will transform the world. We believe as more Catholic investors gain access to CBIS and our Catholic Responsible Investing approach, more good Catholic work will be done.

Learn more about this exciting transformation
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Letter from CEO Jeffrey McCroy and CIO John Geissinger, CFA
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Fund Literature

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Investment Philosophy

It is the firm’s strong belief that it is not necessary to sacrifice returns while investing according to the Catholic faith. Moreover, CBIS believes the competitive performance we seek to deliver will emerge from the firm’s ability to identify skilled investment managers and combine them in a fashion that improves the overall risk/return characteristics of an investment portfolio.

Multi-manager Structure

In an effort to best deliver a broadly diversified and disciplined set of investing solutions for Catholic investors, CBIS employs a “manager of managers” approach to portfolio development and management. Through extensive research and analysis, the firm seeks to hire the industry’s premier asset managers to sub-advise its portfolios.

The CBIS Investment Team conducts a thorough evaluation of managers before they are hired as sub-advisors. Once selected, CBIS sub-advisors are carefully monitored to ensure they are implementing their strategies while aiding CBIS with our active ownership goals and avoiding investment in companies which violate Catholic teaching.

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Learn more about our active ownership initiatives.

Identifiable Core
Competency

Conviction

Longer Term
Investment
Horizon