Forty years ago, CBIS was founded to provide socially responsible investing to Catholic institutions and their advisors. Today, CBIS is the investment manager of choice for Catholic organizations around the world, managing more than $10 billion using our distinctive Catholic Responsible Investing approach.

Today, CBIS has a unique opportunity to further activate the power of Catholic investors to transform the world. To accomplish this goal, we are pleased to announce that we are pursuing a restructuring of the CUIT funds currently offered by CBIS to make our funds more easily available to a broader Catholic audience. We believe this is the best way to amplify our mission to deliver responsible investing strategies to a larger universe of Catholic investors, in support of our ultimate goal: to amplify the power of Catholic investing in a way that will transform the world. We believe as more Catholic investors gain access to CBIS and our Catholic Responsible Investing approach, more good Catholic work will be done.

For current investors the essence of your experience will remain the same, and our public structure will provide a number of new operational benefits, including an enhanced CBIS website and improved technology, resulting in what we anticipate will be a better investor experience.

Thank you for your support as we embark on this exciting transformation together. Please keep us in your prayers along the way. We invite you to review the following resources to learn more about this exciting transformation.


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