Unifying Faith and Finance in a Single Structure

At CBIS, our Investment Team recognizes experienced money managers and carefully integrates
their unique capabilities into a single fund in order to produce competitive risk-adjusted returns
for our investors.

CBIS’ mission is to serve Catholic investors looking to transform the world. In pursuit of this
mission, the firm’s Catholic Responsible Investments (“CRI”) approach manages portfolios with
an eye toward two bottom lines — one that tallies financial gains and another that measures the
social and ethical behavior of portfolio companies.