{"id":22653,"date":"2025-11-12T17:15:57","date_gmt":"2025-11-12T23:15:57","guid":{"rendered":"https:\/\/cbisonline.com\/eu\/?p=22653"},"modified":"2025-11-12T17:19:18","modified_gmt":"2025-11-12T23:19:18","slug":"global-funds-transformation-success","status":"publish","type":"post","link":"https:\/\/cbisonline.com\/eu\/global-funds-transformation-success\/","title":{"rendered":"Global Funds\u00a0Transformation\u00a0Success"},"content":{"rendered":"\n
\"Message<\/figure>\n\n\n\n
<\/div>\n\n\n\n

Greetings,\u00a0<\/p>\n\n\n\n

I am humbled by your unanimous approval to transform the CBIS Global Funds lineup. The first trades of the new CRI Global Equity<\/strong> Fund<\/strong> <\/strong>and CRI Global Bond <\/strong>Fund on 17 November will represent the culmination of four years of demanding work by the talented folks at CBIS.<\/p>\n\n\n\n

You\u2019ll understand how proud I am to say CBIS\u2019 assets under management<\/strong> (AUM)<\/strong> are at an all-time high<\/strong>. Post-transformation, certain assets will be required to shift between the U.S. and Europe, but the enthusiasm for the new Funds is evidenced by the stability of the organization’s AUM in total. From where I sit, that fact alone is a clear indication of a successful fund merger. <\/p>\n\n\n\n

On behalf of everyone involved, thank you for standing by us. <\/p>\n\n\n\n

A GLOBAL FIRM ACTING LIKE A GLOBAL FIRM<\/strong><\/p>\n\n\n\n

From here,\u00a0I\u2019m confident\u00a0things\u00a0will only get\u00a0bigger and\u00a0better\u00a0for CBIS investors.\u00a0The new Funds, we believe, will immediately benefit from the solid work done by our CBIS portfolio management team to determine complementary managers with diversifying return drivers for the portfolios.<\/strong>\u00a0I can\u2019t say enough\u00a0about\u00a0the great benefits we have gained from our relationship with\u00a0Mercer\u00a0in those efforts.\u00a0<\/p>\n\n\n\n

On the horizon, meanwhile, is the launch of the <\/strong>CRI Magnus Fund<\/strong>, which, in my opinion, represents one of the most <\/strong>sophisticated, global multi-asset investment product designs on the market<\/strong>.<\/strong> As a direct result of the added resources and structure we\u2019ve gained through our Mercer relationship, we expect to leverage our combined investing acumen across virtually any strategy or geography we see fit. I can easily see us bringing some of those smart ideas into our U.S. Magnus product soon. CBIS\u2019 investment solutions are no longer bound by geography. <\/p>\n\n\n\n

And to cap it off \u2013 at least for now \u2013 we\u2019ll be steadily rolling CBIS\u2019 currency management skills into the new Global Funds. Recognizing that currency movements significantly affect investment outcomes, each Fund will be built out to include a share class denominated in<\/strong> the <\/strong>euro<\/strong>,<\/strong> <\/strong>in <\/strong>the U.S. dollar<\/strong>,<\/strong> and in <\/strong>a <\/strong>hedged euro<\/strong>!<\/strong> Currency management isn\u2019t just a technical detail \u2014 it\u2019s a key performance driver for global portfolios.<\/p>\n\n\n\n

THIS TRANSFORMATION IS <\/strong>MORE <\/strong>THAN A TEMPORAL MOMENT<\/strong><\/p>\n\n\n\n

You may have heard of Kronos and Kairos, two concepts that originate from ancient Greek philosophy. Both are related to the concept of time, but they have distinct attributes that set them apart. While Kronos refers to the linear progression of time, Kairos is concerned with the quality of time and the opportunities its passage presents.<\/p>\n\n\n\n

I mention this for a reason. This proposal, this transformation, this new CBIS \u2013 all along, we thought we were working on Kronos. In fact, what we\u2019ve actually been delivering is Kairos. Our responsibility is to protect the treasury of the Church forever, not just for a moment. I believe this fund transformation positions CBIS to effectively lean into that noble responsibility for a very long time. <\/p>\n\n\n\n

Once again, thank you for your loyalty to CBIS and our Catholic Responsible Investments approach to managing money. We\u2019re honored to be your partner. <\/p>\n\n\n\n

Peace,<\/p>\n\n\n\n

\"Jeffrey<\/figure>\n\n\n\n
<\/div>\n\n\n\n

Jeff<\/p>\n\n\n\n

P.S. The Global Funds Transformation Toolkit<\/a> is still available on the CBIS website. There\u2019s plenty of helpful information included to assist you across the upcoming events!<\/p>\n","protected":false},"excerpt":{"rendered":"

Greetings,\u00a0 I am humbled by your unanimous approval to transform the CBIS Global Funds lineup. The first trades of the new CRI Global Equity Fund and CRI Global Bond Fund on 17 November will represent the culmination of four years of demanding work by the talented folks at CBIS. You\u2019ll understand how proud I am to say CBIS\u2019 assets under management (AUM) are at an all-time high. Post-transformation, certain assets will be required […]<\/p>\n","protected":false},"author":15,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[1],"tags":[],"class_list":["post-22653","post","type-post","status-publish","format-standard","hentry","category-uncategorized"],"acf":[],"yoast_head":"\nGlobal Funds\u00a0Transformation\u00a0Success | 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\/global-funds-transformation-success\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Global Funds\u00a0Transformation\u00a0Success | CBIS | Catholic Socially Responsible Investment Solutions\" \/>\n<meta property=\"og:description\" content=\"Greetings,\u00a0 I am humbled by your unanimous approval to transform the CBIS Global Funds lineup. The first trades of the new CRI Global Equity Fund and CRI Global Bond Fund on 17 November will represent the culmination of four years of demanding work by the talented folks at CBIS. You\u2019ll understand how proud I am to say CBIS\u2019 assets under management (AUM) are at an all-time high. Post-transformation, certain assets will be required […]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/cbisonline.com\/eu\/global-funds-transformation-success\/\" \/>\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:published_time\" content=\"2025-11-12T23:15:57+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-11-12T23:19:18+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/cbisonline.com\/eu\/wp-content\/uploads\/sites\/3\/2025\/11\/message-from-ceo-video-thumb.png\" \/>\n\t<meta property=\"og:image:width\" content=\"400\" \/>\n\t<meta property=\"og:image:height\" content=\"224\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"triciafrancis\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@cbisonline\" \/>\n<meta name=\"twitter:site\" content=\"@cbisonline\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"triciafrancis\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"3 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/cbisonline.com\\\/eu\\\/global-funds-transformation-success\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/cbisonline.com\\\/eu\\\/global-funds-transformation-success\\\/\"},\"author\":{\"name\":\"triciafrancis\",\"@id\":\"https:\\\/\\\/cbisonline.com\\\/eu\\\/#\\\/schema\\\/person\\\/254e3519ee140447dab087c6db2360f2\"},\"headline\":\"Global Funds\u00a0Transformation\u00a0Success\",\"datePublished\":\"2025-11-12T23:15:57+00:00\",\"dateModified\":\"2025-11-12T23:19:18+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/cbisonline.com\\\/eu\\\/global-funds-transformation-success\\\/\"},\"wordCount\":656,\"publisher\":{\"@id\":\"https:\\\/\\\/cbisonline.com\\\/eu\\\/#organization\"},\"image\":{\"@id\":\"https:\\\/\\\/cbisonline.com\\\/eu\\\/global-funds-transformation-success\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/cbisonline.com\\\/eu\\\/wp-content\\\/uploads\\\/sites\\\/3\\\/2025\\\/11\\\/message-from-ceo-video-thumb.png\",\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/cbisonline.com\\\/eu\\\/global-funds-transformation-success\\\/\",\"url\":\"https:\\\/\\\/cbisonline.com\\\/eu\\\/global-funds-transformation-success\\\/\",\"name\":\"Global Funds\u00a0Transformation\u00a0Success | CBIS | Catholic Socially Responsible Investment Solutions\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/cbisonline.com\\\/eu\\\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/cbisonline.com\\\/eu\\\/global-funds-transformation-success\\\/#primaryimage\"},\"image\":{\"@id\":\"https:\\\/\\\/cbisonline.com\\\/eu\\\/global-funds-transformation-success\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/cbisonline.com\\\/eu\\\/wp-content\\\/uploads\\\/sites\\\/3\\\/2025\\\/11\\\/message-from-ceo-video-thumb.png\",\"datePublished\":\"2025-11-12T23:15:57+00:00\",\"dateModified\":\"2025-11-12T23:19:18+00:00\",\"breadcrumb\":{\"@id\":\"https:\\\/\\\/cbisonline.com\\\/eu\\\/global-funds-transformation-success\\\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/cbisonline.com\\\/eu\\\/global-funds-transformation-success\\\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/cbisonline.com\\\/eu\\\/global-funds-transformation-success\\\/#primaryimage\",\"url\":\"https:\\\/\\\/cbisonline.com\\\/eu\\\/wp-content\\\/uploads\\\/sites\\\/3\\\/2025\\\/11\\\/message-from-ceo-video-thumb.png\",\"contentUrl\":\"https:\\\/\\\/cbisonline.com\\\/eu\\\/wp-content\\\/uploads\\\/sites\\\/3\\\/2025\\\/11\\\/message-from-ceo-video-thumb.png\",\"width\":400,\"height\":224,\"caption\":\"Message from CEO video thumbnail\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/cbisonline.com\\\/eu\\\/global-funds-transformation-success\\\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\\\/\\\/cbisonline.com\\\/eu\\\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Global Funds\u00a0Transformation\u00a0Success\"}]},{\"@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\"]},{\"@type\":\"Person\",\"@id\":\"https:\\\/\\\/cbisonline.com\\\/eu\\\/#\\\/schema\\\/person\\\/254e3519ee140447dab087c6db2360f2\",\"name\":\"triciafrancis\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Global Funds\u00a0Transformation\u00a0Success | 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\/global-funds-transformation-success\/","og_locale":"en_US","og_type":"article","og_title":"Global Funds\u00a0Transformation\u00a0Success | CBIS | Catholic Socially Responsible Investment Solutions","og_description":"Greetings,\u00a0 I am humbled by your unanimous approval to transform the CBIS Global Funds lineup. The first trades of the new CRI Global Equity Fund and CRI Global Bond Fund on 17 November will represent the culmination of four years of demanding work by the talented folks at CBIS. You\u2019ll understand how proud I am to say CBIS\u2019 assets under management (AUM) are at an all-time high. Post-transformation, certain assets will be required […]","og_url":"https:\/\/cbisonline.com\/eu\/global-funds-transformation-success\/","og_site_name":"CBIS | Catholic Socially Responsible Investment Solutions","article_publisher":"https:\/\/www.facebook.com\/CBISSocial","article_published_time":"2025-11-12T23:15:57+00:00","article_modified_time":"2025-11-12T23:19:18+00:00","og_image":[{"width":400,"height":224,"url":"https:\/\/cbisonline.com\/eu\/wp-content\/uploads\/sites\/3\/2025\/11\/message-from-ceo-video-thumb.png","type":"image\/png"}],"author":"triciafrancis","twitter_card":"summary_large_image","twitter_creator":"@cbisonline","twitter_site":"@cbisonline","twitter_misc":{"Written by":"triciafrancis","Est. reading time":"3 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/cbisonline.com\/eu\/global-funds-transformation-success\/#article","isPartOf":{"@id":"https:\/\/cbisonline.com\/eu\/global-funds-transformation-success\/"},"author":{"name":"triciafrancis","@id":"https:\/\/cbisonline.com\/eu\/#\/schema\/person\/254e3519ee140447dab087c6db2360f2"},"headline":"Global Funds\u00a0Transformation\u00a0Success","datePublished":"2025-11-12T23:15:57+00:00","dateModified":"2025-11-12T23:19:18+00:00","mainEntityOfPage":{"@id":"https:\/\/cbisonline.com\/eu\/global-funds-transformation-success\/"},"wordCount":656,"publisher":{"@id":"https:\/\/cbisonline.com\/eu\/#organization"},"image":{"@id":"https:\/\/cbisonline.com\/eu\/global-funds-transformation-success\/#primaryimage"},"thumbnailUrl":"https:\/\/cbisonline.com\/eu\/wp-content\/uploads\/sites\/3\/2025\/11\/message-from-ceo-video-thumb.png","inLanguage":"en-US"},{"@type":"WebPage","@id":"https:\/\/cbisonline.com\/eu\/global-funds-transformation-success\/","url":"https:\/\/cbisonline.com\/eu\/global-funds-transformation-success\/","name":"Global Funds\u00a0Transformation\u00a0Success | CBIS | Catholic Socially Responsible Investment Solutions","isPartOf":{"@id":"https:\/\/cbisonline.com\/eu\/#website"},"primaryImageOfPage":{"@id":"https:\/\/cbisonline.com\/eu\/global-funds-transformation-success\/#primaryimage"},"image":{"@id":"https:\/\/cbisonline.com\/eu\/global-funds-transformation-success\/#primaryimage"},"thumbnailUrl":"https:\/\/cbisonline.com\/eu\/wp-content\/uploads\/sites\/3\/2025\/11\/message-from-ceo-video-thumb.png","datePublished":"2025-11-12T23:15:57+00:00","dateModified":"2025-11-12T23:19:18+00:00","breadcrumb":{"@id":"https:\/\/cbisonline.com\/eu\/global-funds-transformation-success\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/cbisonline.com\/eu\/global-funds-transformation-success\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/cbisonline.com\/eu\/global-funds-transformation-success\/#primaryimage","url":"https:\/\/cbisonline.com\/eu\/wp-content\/uploads\/sites\/3\/2025\/11\/message-from-ceo-video-thumb.png","contentUrl":"https:\/\/cbisonline.com\/eu\/wp-content\/uploads\/sites\/3\/2025\/11\/message-from-ceo-video-thumb.png","width":400,"height":224,"caption":"Message from CEO video thumbnail"},{"@type":"BreadcrumbList","@id":"https:\/\/cbisonline.com\/eu\/global-funds-transformation-success\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/cbisonline.com\/eu\/"},{"@type":"ListItem","position":2,"name":"Global Funds\u00a0Transformation\u00a0Success"}]},{"@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"]},{"@type":"Person","@id":"https:\/\/cbisonline.com\/eu\/#\/schema\/person\/254e3519ee140447dab087c6db2360f2","name":"triciafrancis"}]}},"_links":{"self":[{"href":"https:\/\/cbisonline.com\/eu\/wp-json\/wp\/v2\/posts\/22653","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/cbisonline.com\/eu\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/cbisonline.com\/eu\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/cbisonline.com\/eu\/wp-json\/wp\/v2\/users\/15"}],"replies":[{"embeddable":true,"href":"https:\/\/cbisonline.com\/eu\/wp-json\/wp\/v2\/comments?post=22653"}],"version-history":[{"count":0,"href":"https:\/\/cbisonline.com\/eu\/wp-json\/wp\/v2\/posts\/22653\/revisions"}],"wp:attachment":[{"href":"https:\/\/cbisonline.com\/eu\/wp-json\/wp\/v2\/media?parent=22653"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/cbisonline.com\/eu\/wp-json\/wp\/v2\/categories?post=22653"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/cbisonline.com\/eu\/wp-json\/wp\/v2\/tags?post=22653"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}