| White Papers | |
|---|---|
Active vs. Passive: An Update |
 PDF |
The Private Equity Panacea? |
PDF |
The Importance of Conviction |
PDF |
Market Timing |
PDF |
Fixed-Income Investing with CBIS |
PDF |
The Case for Multi-Manager Funds |
PDF |
Bond Investing and Rising Rates |
PDF |
| Market Perspectives | |
|---|---|
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 |
| 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 |
About CBIS |
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 |
| Active Ownership | |
|---|---|
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 |
| CRI Issue Reports | |
|---|---|
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 |
| Videos | |
|---|---|
 |
2Q 2018 Investment Podcast Watch Video |
 |
1Q 2018 Investment Podcast Watch Video |
 |
4Q 2017 Investment Podcast Watch Video |
 |
2Q 2017 Investment Podcast Watch Video |
 |
The Power of Engaging on Climate Watch Video |
 |
1Q 2017 Quarterly Investment Webinar Watch Video |
| Annual Reports | |
|---|---|
2018 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 |
| Fund Reports | |
|---|---|
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 |
| CRI Commentary | |
|---|---|
A Look Back: Laudato Si’ & The Pope’s Historic 2015 Visit |
PDF |
CBIS’ Perspective: Fossil Fuel Divestment |
PDF |
CBIS’ African Journey: Touching Lives with Active Ownership |
PDF |