Financial Statement | |
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2020 CUIT Annual Report (Audited) |
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2020 CUIT Semi-Annual Report |
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2019 CUIT Annual Report (Audited) |
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2019 CUIT Semi-Annual Report |
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Fund Fact Sheets | |
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CUIT Magnus 60/40 Alpha Plus Fund |
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CUIT Magnus 60/40 Beta Plus Fund |
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CUIT Magnus 45/55 Fund |
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CUIT Magnus 75/25 Fund |
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CUIT Money Market Fund |
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CUIT Short Bond Fund |
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CUIT Opportunistic Bond Fund |
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CUIT Intermediate Diversified Bond Fund |
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CUIT Value Equity Fund |
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CUIT Core Equity Index Fund |
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CUIT Growth Fund |
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CUIT Small Cap Equity Index Fund |
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CUIT International Small Cap Equity Fund |
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CUIT International Equity Fund |
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CRI Commentary | |
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A Look Back: Laudato Si’ & The Pope’s Historic 2015 Visit |
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CBIS’ African Journey: Touching Lives with Active Ownership |
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Fund Reports | |
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CUIT Core Equity Index Fund Brief |
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4Q 2020 CUIT Performance |
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Investment Portfolio Review |
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CUIT Fund Performance 3Q2020 |
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Investment Portfolio Review 2Q 2020 |
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CUIT Fund Performance 2Q2020 |
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Investment Portfolio Review 1Q 2020 |
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CUIT Fund Performance 1Q2020 |
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Investment Portfolio Review 4Q 2019 |
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CUIT Funds Performance 4Q 2019 |
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Investment Portfolio Review 3Q 2019 |
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CUIT Funds Performance 3Q 2019 |
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Investment Portfolio Review 2Q 2019 |
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CUIT Funds Performance 2Q 2019 |
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Investment Portfolio Review 1Q 2019 |
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CUIT Funds Performance 1Q 2019 |
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Investment Portfolio Review 4Q 2018 |
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CUIT Funds Performance: 4Q 2018 |
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Investment Portfolio Review 3Q 2018 |
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CUIT Funds Morningstar Ratings: 2Q 2018 |
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Investment Portfolio Review 2Q 2018 |
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CUIT Small Cap Equity Index: Benchmark Change |
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Fund Brief: CUIT International Equity |
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CUIT International Fund: Benchmark Change |
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CUIT International Equity Fund Product Sheet |
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Brochures | |
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CBIS’ Commitment to PRI |
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Catholic Responsible Investing |
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The Benefits of Active Ownership |
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Indexing Solutions |
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Catholic Investment Screening |
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Implementing a CRI Program |
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Being a Catholic Fiduciary |
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Market Perspectives | |
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1Q2021 Market Perspective: How the Economic Recovery Impacts Markets, Inflation and Productivity |
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4Q2020 Market Perspective: 2021: The Case for Conviction |
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3Q2020 Market Overview: Monetary and Fiscal Stimulus |
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2Q2020 Market Overview: It’s Daybreak, the Sails are Set, but the Seas Remain Turbulent |
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1Q2020 Market Overview: Navigating through a pandemic that stopped the world |
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4Q2019 Market Overview: Stage is Set for Continued Economic Growth in 2020 |
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3Q 2019 Market Overview: Value & Growth Strategies Since the Global Financial Crisis |
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Q2 2019 Market Overview: Tariffs Taking Their Toll |
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Q1 2019 Market Overview: Markets Roar Back |
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Q4 2018 Market Overview: Optimism After a Year |
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Q3 2018 Market Overview: A Look Back – The 2008 Global Financial Crisis |
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Q2 2018 Market Overview: The Trade Deficit and Tariffs |
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Q1 2018 Market Overview: The Return of Volatility |
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Q4 2017 Market Overview: Another Strong Year |
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Q3 2017 Market Overview: Aging Bull |
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Q2 2017 Market Overview: Still Great Expectations |
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Q1 2017 Market Overview: Be Prepared |
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Q4 2016 Market Overview: A Very Political Economy |
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Q3 2016 Market Overview: The Yogi Berra Market |
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Q2 2016 Market Overview: The Value Malaise |
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Videos | |
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CUIT Core Equity Index Fund: The Successful Integration of Faith and Finance Podcast![]() |
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4Q 2020 Podcast![]() |
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4Q 2020 Magnus® Podcast![]() |
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Message From Our CEO![]() |
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Investor Online Portal – NextGen![]() |
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Magnus Net Income Calculator![]() |
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Faith & Finance Presentation![]() |
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3Q 2020 Podcast![]() |
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3Q 2020 Magnus® Podcast![]() |
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CUIT Money Market Fund:
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Podcast: 2Q 2020 Magnus®![]() |
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Podcast: 2Q 2020![]() |
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Podcast: 1Q 2020 Magnus Funds![]() |
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Podcast: 1Q 2020 The Pandemic That
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Podcast: 4Q19 Market Environment
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Podcast: Stewardship Update –
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3Q 2019 Investment Podcast![]() |
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2Q 2019 Investment Podcast![]() |
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1Q 2019 Investment Podcast![]() |
Legal Documents | |
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CUIT Fund Series Offering Memorandum (March 22, 2021) |
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CUIT Magnus® Fund Series Offering Memorandum (March 22, 2021) |
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Amended and Restated CUIT Declaration of Trust (March 22, 2021) |
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CRI Issue Reports | |
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CBIS Encouraged by BP Commitment to Tackle Fossil Fuel Emissions |
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Human Trafficking – The Supply Chain Challenge |
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Supply Chain Accountability |
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Corporate Strategies to Address Human Trafficking |
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BP & Shell Decisions |
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Climate Change |
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Active Ownership | |
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Impact & Justice: February 2021 |
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How to be a more effective active owner across asset classes |
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Impact & Justice: October 2020 |
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Impact & Justice: August 2020 |
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Impact & Justice Supplement: A Holistic Approach |
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Impact & Justice: April 2020 – COVID-19 Update |
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Impact and Justice: January 2020 – Vatican Summit |
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Impact and Justice: September 2019 |
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Impact and Justice: July 2019 |
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Impact and Justice: April 2019 |
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Impact and Justice: January 2019 |
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Impact and Justice: October 2018 |
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Vatican Calls for Economic Justice |
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Impact and Justice: May 2018 |
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Impact and Justice: February 2018 |
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Impact and Justice: October 2017 |
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Impact and Justice: August 2017 |
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Proxy Voting Guidelines |
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Impact and Justice in 2017 |
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2017 Active Ownership Engagements |
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CRI Progress Report September 2016 |
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CRI 2016 Active Ownership Plan |
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Reprints | |
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America Magazine: Does divestment evangelize or enable the fossil-fuel industry? |
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Seeking Justice Through Investing – De La Salle Today |
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How Catholics can invest in their faith – and make money |
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Promoting Board Diversity |
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Annual Reports | |
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2019 CUIT Annual Report (Audited) |
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2019 CUIT Semi-Annual Report |
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2017 CUIT Annual Report (Audited) |
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2017 CUIT Semi-Annual Report |
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2016 CBIS Annual Report |
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2016 CUIT Annual Report (Audited) |
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2016 CUIT Semi-Annual Report |
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2015 CBIS Annual Report |
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2015 CUIT Annual Report (Audited) |
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2015 CUIT Semi-Annual Report |
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White Papers | |
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Why Multi-Style US Equity? |
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Why International Small Capitalization Equities? |
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CBIS IDBF & OBF White Papers |
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Active vs. Passive: An Update |
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The Private Equity Panacea? |
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The Importance of Conviction |
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Market Timing |
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