| Financial Statement | |
|---|---|
2021 CUIT Semi-Annual Report |
 PDF |
2021 CUIT Value Equity Fund and Growth Fund Liquidation Financials (Audited) |
PDF |
2020 CUIT Annual Report (Audited) |
PDF |
2020 CUIT Semi-Annual Report |
PDF |
2019 CUIT Annual Report (Audited) |
PDF |
2019 CUIT Semi-Annual Report |
PDF |
| Fund Fact Sheets | |
|---|---|
CUIT Magnus 60/40 Alpha Plus Fund |
PDF |
CUIT Magnus 60/40 Beta Plus Fund |
PDF |
CUIT Magnus 45/55 Fund |
PDF |
CUIT Magnus 75/25 Fund |
PDF |
CUIT Money Market Fund |
PDF |
CUIT Short Bond Fund |
PDF |
CUIT Opportunistic Bond Fund |
PDF |
CUIT Intermediate Diversified Bond Fund |
PDF |
CUIT Core Equity Index Fund |
PDF |
CUIT Small Cap Equity Index Fund |
PDF |
CUIT International Small Cap Equity Fund |
PDF |
CUIT International Equity Fund |
PDF |
CUIT Multi-Style US Equity Fund |
PDF |
| CRI Commentary | |
|---|---|
A Look Back: Laudato Si’ & The Pope’s Historic 2015 Visit |
PDF |
CBIS’ African Journey: Touching Lives with Active Ownership |
PDF |
| Fund Reports | |
|---|---|
CUIT Funds Performance – 2Q21 |
PDF |
Investment Portfolio Review |
PDF |
CUIT Core Equity Index Fund Brief |
PDF |
4Q 2020 CUIT Performance |
PDF |
Investment Portfolio Review |
PDF |
CUIT Fund Performance 3Q2020 |
PDF |
Investment Portfolio Review 2Q 2020 |
PDF |
CUIT Fund Performance 2Q2020 |
PDF |
Investment Portfolio Review 1Q 2020 |
PDF |
CUIT Fund Performance 1Q2020 |
PDF |
Investment Portfolio Review 4Q 2019 |
PDF |
CUIT Funds Performance 4Q 2019 |
PDF |
Investment Portfolio Review 3Q 2019 |
PDF |
CUIT Funds Performance 3Q 2019 |
PDF |
Investment Portfolio Review 2Q 2019 |
PDF |
CUIT Funds Performance 2Q 2019 |
PDF |
Investment Portfolio Review 1Q 2019 |
PDF |
CUIT Funds Performance 1Q 2019 |
PDF |
Investment Portfolio Review 4Q 2018 |
PDF |
CUIT Funds Performance: 4Q 2018 |
PDF |
Investment Portfolio Review 3Q 2018 |
PDF |
CUIT Funds Morningstar Ratings: 2Q 2018 |
PDF |
Investment Portfolio Review 2Q 2018 |
PDF |
CUIT Small Cap Equity Index: Benchmark Change |
PDF |
Fund Brief: CUIT International Equity |
PDF |
CUIT International Fund: Benchmark Change |
PDF |
CUIT International Equity Fund Product Sheet |
PDF |
| Brochures | |
|---|---|
Screening for Catholic Values |
PDF |
CBIS’ Commitment to PRI |
PDF |
Catholic Responsible Investing |
PDF |
The Benefits of Active Ownership |
PDF |
Indexing Solutions |
PDF |
Implementing a CRI Program |
 PDF |
Being a Catholic Fiduciary |
PDF |
| Market Perspectives | |
|---|---|
Quarterly Review – 3Q 2021 |
PDF |
2Q2021 Market Perspective: The Haves and the Have-Nots |
PDF |
1Q2021 Market Perspective: How the Economic Recovery Impacts Markets, Inflation and Productivity |
PDF |
4Q2020 Market Perspective: 2021: The Case for Conviction |
PDF |
3Q2020 Market Overview: Monetary and Fiscal Stimulus |
PDF |
2Q2020 Market Overview: It’s Daybreak, the Sails are Set, but the Seas Remain Turbulent |
PDF |
1Q2020 Market Overview: Navigating through a pandemic that stopped the world |
PDF |
4Q2019 Market Overview: Stage is Set for Continued Economic Growth in 2020 |
PDF |
3Q 2019 Market Overview: Value & Growth Strategies Since the Global Financial Crisis |
PDF |
Q2 2019 Market Overview: Tariffs Taking Their Toll |
PDF |
Q1 2019 Market Overview: Markets Roar Back |
PDF |
Q4 2018 Market Overview: Optimism After a Year |
PDF |
Q3 2018 Market Overview: A Look Back – The 2008 Global Financial Crisis |
PDF |
Q2 2018 Market Overview: The Trade Deficit and Tariffs |
PDF |
Q1 2018 Market Overview: The Return of Volatility |
PDF |
Q4 2017 Market Overview: Another Strong Year |
PDF |
Q3 2017 Market Overview: Aging Bull |
PDF |
Q2 2017 Market Overview: Still Great Expectations |
PDF |
Q1 2017 Market Overview: Be Prepared |
PDF |
Q4 2016 Market Overview: A Very Political Economy |
PDF |
Q3 2016 Market Overview: The Yogi Berra Market |
PDF |
Q2 2016 Market Overview: The Value Malaise |
PDF |
| Videos | |
|---|---|
 |
Investor Charisms Video Watch Video |
 |
3Q 2021 Podcast Watch Video |
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2Q 2021 Podcast Watch Video |
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2Q 2021 Magnus® Podcast Watch Video |
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International Small-Cap Equities Watch Video |
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Amplifying the Power of Catholic Investing: CBIS Fund Transformation Watch Video |
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Divestment: Targeted Fossil Fuels Podcast Watch Video |
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The Power of a Multi-Manager Structure Watch Video |
 |
1Q 2021 Magnus® Podcast Watch Video |
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1Q 2021 Podcast Watch Video |
 |
CUIT Core Equity Index Fund: The Successful Integration of Faith and Finance Podcast Watch Video |
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4Q 2020 Podcast Watch Video |
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4Q 2020 Magnus® Podcast Watch Video |
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Message From Our CEO Watch Video |
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Investor Online Portal – NextGen Watch Video |
 |
Magnus Net Income Calculator Watch Video |
 |
Faith & Finance Presentation Watch Video |
 |
3Q 2020 Podcast Watch Video |
 |
3Q 2020 Magnus® Podcast Watch Video |
 |
CUIT Money Market Fund:
|
 |
Podcast: 2Q 2020 Magnus® Watch Video |
 |
Podcast: 2Q 2020 Watch Video |
 |
Podcast: 1Q 2020 Magnus Funds Watch Video |
 |
Podcast: 1Q 2020 The Pandemic That
|
 |
Podcast: 4Q19 Market Environment
|
 |
Podcast: Stewardship Update –
|
 |
3Q 2019 Investment Podcast Watch Video |
 |
2Q 2019 Investment Podcast Watch Video |
 |
1Q 2019 Investment Podcast Watch Video |
| Legal Documents | |
|---|---|
CUIT Fund Series Offering Memorandum (July 9, 2021) |
PDF |
CUIT Magnus® Fund Series Offering Memorandum (July 9, 2021) |
PDF |
Amended and Restated CUIT Declaration of Trust (December 2, 2019) |
PDF |
| CRI Issue Reports | |
|---|---|
Divestment: Targeted Fossil Fuels |
PDF |
CBIS Encouraged by BP Commitment to Tackle Fossil Fuel Emissions |
PDF |
Human Trafficking – The Supply Chain Challenge |
PDF |
Supply Chain Accountability |
PDF |
Corporate Strategies to Address Human Trafficking |
PDF |
BP & Shell Decisions |
PDF |
Climate Change |
PDF |
| Active Ownership | |
|---|---|
Impact & Justice: July 2021 |
PDF |
Impact & Justice: May 2021 |
PDF |
Impact & Justice: February 2021 |
PDF |
How to be a more effective active owner across asset classes |
PDF |
Impact & Justice: October 2020 |
PDF |
Impact & Justice: August 2020 |
PDF |
Impact & Justice Supplement: A Holistic Approach |
PDF |
Impact & Justice: April 2020 – COVID-19 Update |
PDF |
Impact and Justice: January 2020 – Vatican Summit |
PDF |
Impact and Justice: September 2019 |
PDF |
Impact and Justice: July 2019 |
PDF |
Impact and Justice: April 2019 |
PDF |
Impact and Justice: January 2019 |
PDF |
Impact and Justice: October 2018 |
PDF |
Vatican Calls for Economic Justice |
PDF |
Impact and Justice: May 2018 |
PDF |
Impact and Justice: February 2018 |
PDF |
Impact and Justice: October 2017 |
PDF |
Impact and Justice: August 2017 |
PDF |
Proxy Voting Guidelines |
PDF |
Impact and Justice in 2017 |
PDF |
2017 Active Ownership Engagements |
PDF |
CRI Progress Report September 2016 |
PDF |
CRI 2016 Active Ownership Plan |
PDF |
| Reprints | |
|---|---|
America Magazine: Does divestment evangelize or enable the fossil-fuel industry? |
PDF |
Seeking Justice Through Investing – De La Salle Today |
PDF |
How Catholics can invest in their faith – and make money |
PDF |
Promoting Board Diversity |
PDF |
| Annual Reports | |
|---|---|
2019 CUIT Annual Report (Audited) |
PDF |
2019 CUIT Semi-Annual Report |
PDF |
2017 CUIT Annual Report (Audited) |
PDF |
2017 CUIT Semi-Annual Report |
PDF |
2016 CBIS Annual Report |
PDF |
2016 CUIT Annual Report (Audited) |
PDF |
2016 CUIT Semi-Annual Report |
PDF |
2015 CBIS Annual Report |
PDF |
2015 CUIT Annual Report (Audited) |
PDF |
2015 CUIT Semi-Annual Report |
PDF |
| White Papers | |
|---|---|
Active Management: International Small-Cap Equities |
PDF |
The Power of a Multi-Manager Structure |
PDF |
CUIT Core Equity Index Fund Brief |
PDF |
Why Multi-Style US Equity? |
PDF |
Why International Small Capitalization Equities? |
PDF |
CBIS IDBF & OBF White Papers |
PDF |
Active vs. Passive: An Update |
PDF |
The Private Equity Panacea? |
PDF |
The Importance of Conviction |
PDF |
Market Timing |
PDF |