Thank you for visiting our booth at the Diocesan Fiscal Management Conference (DFMC) in Denver. The booth materials are available to download in the links below.

ChicagoMay 25, 2023 — Christian Brothers Investment Services, Inc. (CBIS), a leading investment management firm and Registered Investment Advisor to Catholic investors around the world, today announced that a shareholder resolution co-led by the company and Legal & General Investment Management (LGIM) will go to a vote at the Exxon Annual General Meeting on May 31, 2023.

Read the press release here

John Geissinger, CFA, Chief Investment Officer had a conversation about deglobalization with Anujeet Sareen, Global Fixed Income Portfolio Manager for Brandywine Global Investments Management. Read the summary of their conversation in our Quarterly Review, or listen to the two-part podcast below.

Click on image above to download
A Conversation on Deglobalization Part 1
A Conversation on Deglobalization Part 2

CBIS is proud to be part of the Launching Investor Group for the formation of the Nature Action 100, a new global engagement initiative which focuses on mobilizing investors to drive urgent action on the nature-related risks and dependencies in the companies they own. Read more on this initiative here.

CRI Magnus 45/55 Fund
12/31/21
3/31/22

CRI Magnus 60/40 Alpha Plus Fund
12/31/21
3/31/22

CRI Magnus 60/40 Beta Plus Fund
12/31/21
3/31/22

CRI Magnus 75/25 Fund
12/31/21
3/31/22

Listen to CIO John Geissinger’s remarks at the Exxon Shareholder meeting on May 25, 2022. Or download the transcript here.

The securities identified and described do not represent all of the securities purchased, sold or recommended for the CRI Funds, CBIS Global Funds, and separate managed accounts.  The reader should not assume that an investment in the securities identified was or will be profitable. It is not known whether the listed clients approve or disapprove of the adviser or its services.

A Conversation with Chief Investment Officer John Geissinger and Julie Tanner, Managing Director, Catholic Responsible Investments.

These leaders of the Catholic Responsible Investments (CRI) team discussed the market trends from the last quarter, our active engagement philosophy and much more.

A Conversation with Chief Investment Officer John Geissinger and Raymond Burnell, Director, Catholic Responsible Investments.

Together they discuss the confluence of the market events the economy is experiencing, the updated USCCB Guidelines and much more.