{"id":21028,"date":"2024-07-16T09:52:16","date_gmt":"2024-07-16T14:52:16","guid":{"rendered":"https:\/\/cbisonline.com\/eu\/?page_id=21028"},"modified":"2025-11-07T13:39:35","modified_gmt":"2025-11-07T19:39:35","slug":"portfolio-construction-update","status":"publish","type":"page","link":"https:\/\/cbisonline.com\/eu\/resources\/portfolio-construction-update\/","title":{"rendered":"Portfolio Construction Update"},"content":{"rendered":"<section class=\"inner-banner-image full-width relative   sp-pb- sp-pt-\" id=\"\"\n     style=\"background-color: #9a3820;\">\n        <div class=\"container z-10 relative\">\n                    <div class=\"grid gap-4 grid-cols-12\">\n                                                    <div class=\"md:col-span-12 mx:col-span-12 sp-pt-40 sp-pb-40 lg:pt-30 lg:pb-30 col-span-8 mx:pb-30 mx:pt-30\">\n                                                        <ul class=\"banner-sub flex flex-wrap mb-0\">\n                        <li class=\"text-fs-16 text-white font-font-gerogia italic relative\">\n                            Resources<\/li>\n                                            <\/ul>\n                                                            <H1                        class=\"text-left mb-0 text-fs-42 text-white\">\n                        Portfolio Construction Update<\/H1>\n                                    <\/div>\n                            <\/div>\n        <\/div>\n<\/section>\n\n\n<section  class=\"  sp-pb-60 sp-pt-60 important-information \"  style=\"background-color:\">\n\t    <div class=\"grid gap-4 grid-cols-12\">\n        <div class=\"col-span-10 mx:col-span-12\">\n\t\t\t\t\t<H2 class=\"mb-10 text-endeavour text-fs-34\">Overview<\/H2>\n\t\t\t\t            <div class=\"title-border mb-20 small-border bg-spindle m-left opacity\"><\/div>\n\t\t\t\t            <div class=\"description-text content-default\">\n                <p>As a leading manager of Catholic assets, we\u2019re keenly aware that the Catholic Church and Catholic investors \u2014 U.S. and non-U.S. alike \u2014 have been looking to CBIS for a more dynamic investment product lineup. In response, we made a strategic decision to significantly increase our resources commitment to the Catholic Responsible Investments Team, nearly doubling our previous expenditures.<\/p>\n<p>We also determined that to cement our leadership position in the Catholic markets, we will need more resources than we could expect to generate through growth. Our solution is a strategic relationship with a global investment consultant and solutions provider to help build out the Investment Team and the CBIS investment lineup.<\/p>\n            <\/div>\n\t\t        <\/div>\n    <\/div>\n    <\/section>\n\n\n\n<section class=\"relative podcast-video-view document-slider blog-view full-width  sp-pb-60 sp-pt-60\" id=\"\"  style=\"background-color: #fafcfd\">\n\t\t<div class=\"container\">\t\t\t\t\t\t\t\t\t\t\t<div class=\"grid gap-4 grid-cols-12 sp-pb-50\">\n\t\t\t\t\t\t<div class=\"col-span-9 lg:col-span-12\">\n\t\t\t\t\t\t\t<h2 class=\"mb-10 text-endeavour text-fs-34\">Resources<\/h2>\n\t\t\t\t\t\t\t<div class=\"title-border mb-20 small-border bg-spindle m-left opacity\"><\/div>\n\t\t\t\t\t\t\t<div class=\"description-text content-default\">\n\t\t\t\t\t\t\t\t<p>For more information, read the resources directly below. We\u2019ve also provided a summary of all updates in the CBIS Business Update Executive Summary.<\/p>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<div class=\"video-detail-section slider-view image-content-card\">\n\t\t\t\t\t<div class=\"video-slider\"> \n\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"pdf-block-wrap download-cards col-span-3  md:col-span-12 bg-white-smoke-800 mx-h-full relative\">\n\t\t\t\t\t\t\t<div class=\"iamge-col mb-20 shadow-boxin flex flex-wrap justify-center items-end\" style=\"background-color: #006298\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"iamge-col-news bg-no-repeat bg-top bg-cover\" style=\"background-image:url(https:\/\/cbisonline.com\/eu\/wp-content\/uploads\/sites\/3\/2024\/07\/CBIS_Executive_Summary_7162024.png);\"><\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<div class=\"card-content\">\n\t\t\t\t\t\t\t\t<div class=\"mb-10 text-endeavour text-fs-15 leading-lh-18 font-bold\">CBIS Business Update Executive Summary<\/div>\t\n\t\t\t\t\t\t\t\t<div class=\"card-btn\">\n                  \t\t\t\t\t\t\t\t\t<a class=\"site-btn btn-icon text-fs-18 leading-lh-22\"\n                     href=\"https:\/\/cbisonline.com\/eu\/library\/cbis-business-update-executive-summary\/\"\n                                                            >\n                    Download PDF\n                    <img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/cbisonline.com\/eu\/wp-content\/uploads\/sites\/3\/2021\/11\/pdf-ic.svg\" width=\"26\" height=\"26\">\n                  <\/a>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"pdf-block-wrap download-cards col-span-3  md:col-span-12 bg-white-smoke-800 mx-h-full relative\">\n\t\t\t\t\t\t\t<div class=\"iamge-col mb-20 shadow-boxin flex flex-wrap justify-center items-end\" style=\"background-color: #006298\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"iamge-col-news bg-no-repeat bg-top bg-cover\" style=\"background-image:url(https:\/\/cbisonline.com\/eu\/wp-content\/uploads\/sites\/3\/2024\/07\/CBIS_Co_CIO_Memo_071824.png);\"><\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<div class=\"card-content\">\n\t\t\t\t\t\t\t\t<div class=\"mb-10 text-endeavour text-fs-15 leading-lh-18 font-bold\">Co-CIO Addition to CBIS<\/div>\t\n\t\t\t\t\t\t\t\t<div class=\"card-btn\">\n                  \t\t\t\t\t\t\t\t\t<a class=\"site-btn btn-icon text-fs-18 leading-lh-22\"\n                     href=\"https:\/\/cbisonline.com\/eu\/library\/co-cio-addition-to-cbis\/\"\n                                                            >\n                    Download PDF\n                    <img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/cbisonline.com\/eu\/wp-content\/uploads\/sites\/3\/2021\/11\/pdf-ic.svg\" width=\"26\" height=\"26\">\n                  <\/a>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"pdf-block-wrap download-cards col-span-3  md:col-span-12 bg-white-smoke-800 mx-h-full relative\">\n\t\t\t\t\t\t\t<div class=\"iamge-col mb-20 shadow-boxin flex flex-wrap justify-center items-end\" style=\"background-color: #006298\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"iamge-col-news bg-no-repeat bg-top bg-cover\" style=\"background-image:url(https:\/\/cbisonline.com\/eu\/wp-content\/uploads\/sites\/3\/2024\/07\/Strategic-Relationship_CBIS_U.S.png);\"><\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<div class=\"card-content\">\n\t\t\t\t\t\t\t\t<div class=\"mb-10 text-endeavour text-fs-15 leading-lh-18 font-bold\">Expanded Strategic Relationship with Mercer<\/div>\t\n\t\t\t\t\t\t\t\t<div class=\"card-btn\">\n                  \t\t\t\t\t\t\t\t\t<a class=\"site-btn btn-icon text-fs-18 leading-lh-22\"\n                     href=\"https:\/\/cbisonline.com\/eu\/library\/expanded-strategic-relationship-with-mercer\/\"\n                                                            >\n                    Download PDF\n                    <img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/cbisonline.com\/eu\/wp-content\/uploads\/sites\/3\/2021\/11\/pdf-ic.svg\" width=\"26\" height=\"26\">\n                  <\/a>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div><\/section>\n\n\n<section  class=\"  sp-pb-20 sp-pt-60 important-information \"  style=\"background-color:\">\n\t    <div class=\"grid gap-4 grid-cols-12\">\n        <div class=\"col-span-10 mx:col-span-12\">\n\t\t\t\t\t<H1 class=\"mb-10 text-endeavour text-fs-34\">Adding Investment Experience<\/H1>\n\t\t\t\t            <div class=\"title-border mb-20 small-border bg-spindle m-left opacity\"><\/div>\n\t\t\t\t            <div class=\"description-text content-default\">\n                <p>Tom Digenan, CFA, CPA, along with John Geissinger, CFA, will serve as CBIS\u2019 Co-Chief Investment Officers. Tom and John will be overseeing the service, portfolio management, and impact and justice initiatives.<\/p>\n<p>In anticipation of expanding our non-U.S. business, and as part of our plan to have investment talent outside the U.S., we have begun a search for a Europe-based portfolio manager.<\/p>\n<p>See the announcement <a href=\"https:\/\/cbisonline.com\/eu\/library\/co-cio-addition-to-cbis\/\" target=\"_blank\" rel=\"noopener\"><strong>here<\/strong><\/a>.<\/p>\n            <\/div>\n\t\t        <\/div>\n    <\/div>\n    <\/section>\n\n\n\n<section  class=\"  sp-pb-20 sp-pt-20 important-information \"  style=\"background-color:\">\n\t    <div class=\"grid gap-4 grid-cols-12\">\n        <div class=\"col-span-10 mx:col-span-12\">\n\t\t\t\t\t<H1 class=\"mb-10 text-endeavour text-fs-34\">A Strategic Relationship <\/H1>\n\t\t\t\t            <div class=\"title-border mb-20 small-border bg-spindle m-left opacity\"><\/div>\n\t\t\t\t            <div class=\"description-text content-default\">\n                <p>Following numerous discussions with leading asset management firms, consultants, and trust companies across the industry, we determined that Mercer, one of the industry\u2019s largest investment consultant and solutions providers, was best positioned amongst its peers to help CBIS meet its product manufacturing needs.<\/p>\n<p>As an extension of the CBIS Investment Team, Mercer will reinforce the integrity of the Catholic Responsible Investments process. Particularly exciting to us is the access to new asset classes and investment strategies this strategic relationship can bring, especially as we execute on our plans to position portfolio management resources outside the U.S.<\/p>\n<p>For more detailed information, go to: <a href=\"https:\/\/cbisonline.com\/eu\/library\/expanded-strategic-relationship-with-mercer\/\" target=\"_blank\" rel=\"noopener\"><strong>Expanded Strategic Relationship with Mercer<\/strong><\/a><\/p>\n            <\/div>\n\t\t        <\/div>\n    <\/div>\n    <\/section>\n\n\n\n<section  class=\"  sp-pb-60 sp-pt-20 important-information \"  style=\"background-color:\">\n\t    <div class=\"grid gap-4 grid-cols-12\">\n        <div class=\"col-span-10 mx:col-span-12\">\n\t\t\t\t\t<H2 class=\"mb-10 text-endeavour text-fs-34\">Bottom Line<\/H2>\n\t\t\t\t            <div class=\"title-border mb-20 small-border bg-spindle m-left opacity\"><\/div>\n\t\t\t\t            <div class=\"description-text content-default\">\n                <p>In total, our commitment to adding resources and scale to the Catholic Responsible Investments Team enables our Catholic investment solutions to be more robust than anything we\u2019ve done in our forty-plus years. CBIS is setting the stage to deliver on its commitment to provide compelling investment opportunities to devoted Catholics around the world.<strong>\u00a0<\/strong><\/p>\n            <\/div>\n\t\t        <\/div>\n    <\/div>\n    <\/section>\n\n","protected":false},"excerpt":{"rendered":"","protected":false},"author":5,"featured_media":0,"parent":15492,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"gpsa_enabled":false,"gpsa_required_form_ids":[],"gpsa_require_unique_form_submission":false,"gpsa_access_behavior":"show_message","gpsa_form_redirect_path":"","gpsa_requires_access_message":"","gpsa_access":[],"gpsa_content_loading_message":"","footnotes":""},"class_list":["post-21028","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.9 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Portfolio Construction Update | CBIS | Catholic Socially Responsible Investment Solutions<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/cbisonline.com\/eu\/resources\/portfolio-construction-update\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Portfolio Construction Update | CBIS | Catholic Socially Responsible Investment Solutions\" \/>\n<meta property=\"og:url\" content=\"https:\/\/cbisonline.com\/eu\/resources\/portfolio-construction-update\/\" \/>\n<meta property=\"og:site_name\" content=\"CBIS | Catholic Socially Responsible Investment Solutions\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/CBISSocial\" \/>\n<meta property=\"article:modified_time\" content=\"2025-11-07T19:39:35+00:00\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:site\" content=\"@cbisonline\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/cbisonline.com\\\/eu\\\/resources\\\/portfolio-construction-update\\\/\",\"url\":\"https:\\\/\\\/cbisonline.com\\\/eu\\\/resources\\\/portfolio-construction-update\\\/\",\"name\":\"Portfolio Construction Update | CBIS | Catholic Socially Responsible Investment Solutions\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/cbisonline.com\\\/eu\\\/#website\"},\"datePublished\":\"2024-07-16T14:52:16+00:00\",\"dateModified\":\"2025-11-07T19:39:35+00:00\",\"breadcrumb\":{\"@id\":\"https:\\\/\\\/cbisonline.com\\\/eu\\\/resources\\\/portfolio-construction-update\\\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/cbisonline.com\\\/eu\\\/resources\\\/portfolio-construction-update\\\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/cbisonline.com\\\/eu\\\/resources\\\/portfolio-construction-update\\\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\\\/\\\/cbisonline.com\\\/eu\\\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Resources\",\"item\":\"https:\\\/\\\/cbisonline.com\\\/eu\\\/resources\\\/\"},{\"@type\":\"ListItem\",\"position\":3,\"name\":\"Portfolio Construction Update\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/cbisonline.com\\\/eu\\\/#website\",\"url\":\"https:\\\/\\\/cbisonline.com\\\/eu\\\/\",\"name\":\"CBIS | Catholic Socially Responsible Investment Solutions\",\"description\":\"\",\"publisher\":{\"@id\":\"https:\\\/\\\/cbisonline.com\\\/eu\\\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\\\/\\\/cbisonline.com\\\/eu\\\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Organization\",\"@id\":\"https:\\\/\\\/cbisonline.com\\\/eu\\\/#organization\",\"name\":\"CBIS | Catholic Socially Responsible Investment Solutions\",\"url\":\"https:\\\/\\\/cbisonline.com\\\/eu\\\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/cbisonline.com\\\/eu\\\/#\\\/schema\\\/logo\\\/image\\\/\",\"url\":\"https:\\\/\\\/cbisonline.com\\\/eu\\\/wp-content\\\/uploads\\\/sites\\\/3\\\/2021\\\/11\\\/logo.svg\",\"contentUrl\":\"https:\\\/\\\/cbisonline.com\\\/eu\\\/wp-content\\\/uploads\\\/sites\\\/3\\\/2021\\\/11\\\/logo.svg\",\"width\":287,\"height\":91,\"caption\":\"CBIS | Catholic Socially Responsible Investment Solutions\"},\"image\":{\"@id\":\"https:\\\/\\\/cbisonline.com\\\/eu\\\/#\\\/schema\\\/logo\\\/image\\\/\"},\"sameAs\":[\"https:\\\/\\\/www.facebook.com\\\/CBISSocial\",\"https:\\\/\\\/x.com\\\/cbisonline\",\"http:\\\/\\\/www.linkedin.com\\\/company\\\/christian-brothers-investment-services\"]}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Portfolio Construction Update | CBIS | Catholic Socially Responsible Investment Solutions","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/cbisonline.com\/eu\/resources\/portfolio-construction-update\/","og_locale":"en_US","og_type":"article","og_title":"Portfolio Construction Update | CBIS | Catholic Socially Responsible Investment Solutions","og_url":"https:\/\/cbisonline.com\/eu\/resources\/portfolio-construction-update\/","og_site_name":"CBIS | Catholic Socially Responsible Investment Solutions","article_publisher":"https:\/\/www.facebook.com\/CBISSocial","article_modified_time":"2025-11-07T19:39:35+00:00","twitter_card":"summary_large_image","twitter_site":"@cbisonline","schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/cbisonline.com\/eu\/resources\/portfolio-construction-update\/","url":"https:\/\/cbisonline.com\/eu\/resources\/portfolio-construction-update\/","name":"Portfolio Construction Update | CBIS | Catholic Socially Responsible Investment Solutions","isPartOf":{"@id":"https:\/\/cbisonline.com\/eu\/#website"},"datePublished":"2024-07-16T14:52:16+00:00","dateModified":"2025-11-07T19:39:35+00:00","breadcrumb":{"@id":"https:\/\/cbisonline.com\/eu\/resources\/portfolio-construction-update\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/cbisonline.com\/eu\/resources\/portfolio-construction-update\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/cbisonline.com\/eu\/resources\/portfolio-construction-update\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/cbisonline.com\/eu\/"},{"@type":"ListItem","position":2,"name":"Resources","item":"https:\/\/cbisonline.com\/eu\/resources\/"},{"@type":"ListItem","position":3,"name":"Portfolio Construction Update"}]},{"@type":"WebSite","@id":"https:\/\/cbisonline.com\/eu\/#website","url":"https:\/\/cbisonline.com\/eu\/","name":"CBIS | Catholic Socially Responsible Investment Solutions","description":"","publisher":{"@id":"https:\/\/cbisonline.com\/eu\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/cbisonline.com\/eu\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Organization","@id":"https:\/\/cbisonline.com\/eu\/#organization","name":"CBIS | Catholic Socially Responsible Investment Solutions","url":"https:\/\/cbisonline.com\/eu\/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/cbisonline.com\/eu\/#\/schema\/logo\/image\/","url":"https:\/\/cbisonline.com\/eu\/wp-content\/uploads\/sites\/3\/2021\/11\/logo.svg","contentUrl":"https:\/\/cbisonline.com\/eu\/wp-content\/uploads\/sites\/3\/2021\/11\/logo.svg","width":287,"height":91,"caption":"CBIS | Catholic Socially Responsible Investment Solutions"},"image":{"@id":"https:\/\/cbisonline.com\/eu\/#\/schema\/logo\/image\/"},"sameAs":["https:\/\/www.facebook.com\/CBISSocial","https:\/\/x.com\/cbisonline","http:\/\/www.linkedin.com\/company\/christian-brothers-investment-services"]}]}},"_links":{"self":[{"href":"https:\/\/cbisonline.com\/eu\/wp-json\/wp\/v2\/pages\/21028","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/cbisonline.com\/eu\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/cbisonline.com\/eu\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/cbisonline.com\/eu\/wp-json\/wp\/v2\/users\/5"}],"replies":[{"embeddable":true,"href":"https:\/\/cbisonline.com\/eu\/wp-json\/wp\/v2\/comments?post=21028"}],"version-history":[{"count":0,"href":"https:\/\/cbisonline.com\/eu\/wp-json\/wp\/v2\/pages\/21028\/revisions"}],"up":[{"embeddable":true,"href":"https:\/\/cbisonline.com\/eu\/wp-json\/wp\/v2\/pages\/15492"}],"wp:attachment":[{"href":"https:\/\/cbisonline.com\/eu\/wp-json\/wp\/v2\/media?parent=21028"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}