In order to deliver a broadly diversified and disciplined set of socially conscious investing solutions for Catholic institutions, CBIS employs a manager of managers approach to portfolio development and management. Through extensive research and analysis, we hire what we believe are some of the top asset managers in the business to sub-advise our portfolios.
We work closely with our sub-advisers on the development of each portfolio: They choose investments in companies that provide balance to those we have excluded and offer similar return profiles. We offer a variety of options to access our socially conscious investing strategies, including institutional pooled funds and separate accounts, with investments in equities and fixed income. By pooling investment assets, we can invest larger amounts and work with sub-advisers who might not otherwise be available to institutional investors with smaller portfolios.
Through ongoing monitoring, we oversee our sub-advisers’ security selection to ensure they continue to meet our Catholic Responsible Investing objectives — achieving competitive financial returns while supporting Catholic beliefs.