Financial Statement  

2020 CUIT Annual Report (Audited)

PDF

2020 CUIT Semi-Annual Report

PDF

2019 CUIT Annual Report (Audited)

PDF

2019 CUIT Semi-Annual Report

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Fund Fact Sheets  

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

PDF

CUIT Short Bond Fund

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CUIT Opportunistic Bond Fund

PDF

CUIT Intermediate Diversified Bond Fund

PDF

CUIT Value Equity Fund

PDF

CUIT Core Equity Index Fund

PDF

CUIT Growth Fund

PDF

CUIT Small Cap Equity Index Fund

PDF

CUIT International Small Cap Equity Fund

PDF

CUIT International 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 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  

CBIS’ Commitment to PRI

PDF

Catholic Responsible Investing

PDF

The Benefits of Active Ownership

PDF

Indexing Solutions

PDF

Catholic Investment Screening

PDF

Implementing a CRI Program

PDF

Being a Catholic Fiduciary

PDF
Market Perspectives  

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

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:
Change in Calculation Process
for Net Asset Value

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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
Stopped the World

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Podcast: 4Q19 Market Environment
and Catholic Responsible Investments℠

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Podcast: Stewardship Update –
Vatican Summit Summary

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3Q 2019 Investment Podcast

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2Q 2019 Investment Podcast

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1Q 2019 Investment Podcast

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Legal Documents  

CUIT Fund Series Offering Memorandum (March 22, 2021)

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CUIT Magnus® Fund Series Offering Memorandum (March 22, 2021)

PDF

Amended and Restated CUIT Declaration of Trust (March 22, 2021)

PDF
CRI Issue Reports  

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: 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  

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