For over 30 years, CBIS has been providing Catholic investors with socially responsible investment solutions. Our primary objective is to deliver highly competitive risk-adjusted investment returns in a manner consistent with the moral and social teachings of the Catholic Church.

CBIS offers two fund series to meet your investment needs: CUIT single-asset funds and the CUIT Magnus Funds, our multi-asset fund series.

Two Fund Series to Meet Your Investment Needs
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CUIT Single-Asset Funds

Seeking highly competitive
risk-adjusted returns in a single
asset class

single asset funds landing bakground
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CUIT Magnus Funds

Seeking to provide a turnkey solution with comprehensive asset management in a single fund

CUIT Single-Asset Funds

Within the CUIT single-asset class fund series, investors can choose individual funds that meet their investment needs. We offer a range of equity and fixed income solutions that leverage our investment expertise in manager selection and Catholic Responsible InvestingSM. Each fund offers:

  • Time-tested performance
  • The expertise of multiple investment managers within individual asset classes
CUIT Magnus Funds

Within the CUIT Magnus Funds, our multi-asset fund series, investors will be served by multiple investment managers, selected for their expertise and style in specific asset classes. Each fund offers:

  • Allocations to multiple asset classes
  • The expertise of multiple investment managers within individual asset classes
  • Disciplined rebalancing of portfolios constructed to satisfy defined risk exposures

Within both fund series, CBIS leverages a multi-manager approach to offer investors enhanced style diversification, portfolio diversification, business risk diversification and access to institutional managers that may not be otherwise available. All of our investment solutions also deliver Catholic Responsible InvestingSM, our comprehensive approach to screening and engagement. We screen out companies whose practices run counter to Catholic teachings and we engage corporations to adopt higher moral standards.

Whatever your financial goals, our relationship managers will partner with your consultant, advisor, or investment committee to offer investment strategies that meet your needs.

CBIS seeks to deliver value in investment outcomes as measured by two bottom lines —
one that tallies financial gains and another that measures the social and ethical behavior of companies in your portfolio against the teachings of the Catholic Church.