CBIS is a trusted partner to Catholic investors around the world. Read our brochure that answers three questions. 1. Who is CBIS, 2. Who does CBIS serve, and 3. How CBIS manages money.

Every so often there’s chatter about market timing — the urge to get out when prices are still relatively high, and re-enter when they’re lower.

So, too, is the idea that market timing can be done successfully. But the reality is no one can. Why? Because no one has the edge or information advantage…

Drastic shifts in the dynamic global economy, driven largely by the COVID-19 pandemic, the war in Ukraine, geopolitical turmoil, and supply chain volatility, have eroded global interconnectedness as countries try to insulate themselves and protect against possible financial downturns…

Over the last week we have witnessed significant volatility in the global banking industry due to the collapse of Silicon Valley Bank (SVB), the 16th largest bank in the U.S., and, to a lesser extent, Signature Bank…

On November 17, 2021, the U.S. Conference of Catholic Bishops (USCCB) approved new Socially
Responsible Investment Guidelines, the first update since 2003. While the Guidelines are intended
to direct the USCCB’s investments and other activities related to corporate responsibility, they serve
as an inspiration that helps inform the investment decisions of many religious communities, dioceses,
universities, healthcare organizations, and Catholic foundations, at their discretion.

In this update, CBIS provides our investors with a progress report on CBIS’ alignment with the USCCB
Socially Responsible Investment Guidelines…

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.

For months now, we’ve been warning of some kind of market correction. While investors have been somewhat spoiled by the market’s resiliency over the last couple of years, here in a post-COVID world, a unique combination of supply issues, rising energy and food prices, and steadily increasing interest rates have led to meaningful economic headwinds. Meanwhile, businesses are beginning to consider the impacts of a trend towards deglobalization.

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.