CBIS surpasses $6 billion in AUM globally

CBIS recently passed the $6 billion mark for assets under management (AUM) as of February 28, 2015. The firm saw growth in 2014 of nearly $1 billion, as the adoption of socially responsible investing strategies continued to grow in the U.S. and Europe. “We believe that the importance of investing responsibly, based on Catholic beliefs, and the positive impact it can have on society, is a driving force behind our growth,” said David Skelding, EVP, Head of Distribution globally for CBIS.

In business for more than 30 years, CBIS offers its CUIT family of funds, individually managed portfolios and its CBIS Global Funds plc (UCITS) to qualified Catholic organizations around the world. CBIS developed Catholic Responsible Investing℠, or CRI, the firm’s own brand of socially responsible investing strategies, exclusively to serve the Catholic institutional space. “Many Catholic organizations have already adopted our approach, recognizing that a combination of financial and social return is not only achievable, but helps them integrate their investing with their mission,” said Skelding. “CRI allows the two to work in harmony.”