Posted July 2018

Turnkey Investment Solutions for Catholic Institutions

Each Magnus® Fund is designed to achieve a diversified and optimized balance between return-seeking and risk-reducing asset classes. The Magnus® offerings benefit from a multiple-manager approach for active strategies and from Catholic Responsible InvestingSM principles and practices in all asset classes and strategies.

Return-Seeking
Risk-Reducing
Style: Conservative
Return-Seeking
Risk-Reducing
Style: Core
Return-Seeking
Risk-Reducing
Style: Core
Return-Seeking
Risk-Reducing
Style: Aggressive

Prudent, Easy and Faithful for Today’s Catholic Fiduciary

The potential for investment success is dependent on a well-chosen mix of assets diligently monitored and rebalanced. Through the Magnus® Funds family, CBIS seeks to help fiduciaries shoulder their administrative burdens with prudence and confidence through:

  • Disciplined rebalancing
  • Ease of transaction
  • Timely, detailed and consolidated reporting and analysis
  • The CUIT multi-manager approach, which employs multiple managers chosen for the complementary nature of their individual investing styles
Multi-Asset and Multi-Manager
Return-Seeking
CUIT Small Cap Equity Index
  • RhumbLine Advisers
CUIT International Equity
  • Causeway Capital
  • Principal Global Investors
  • WCM Investment Management
CUIT Growth Equity
  • Wellington Management
  • Los Angeles Capital Management
CUIT Core Equity Index
  • RhumbLine Advisers
CUIT Value Equity
  • Dodge & Cox, Inc.
  • Aronson + Johnson + Ortiz
Risk-Reducing
CUIT Intermediate Diversified Bond
  • Dodge & Cox, Inc.
  • Brandywine Global Investment Management
  • SLC Management
CUIT Opportunistic Bond
  • Longfellow Investment Management
  • Brandywine Global Investment Management
CUIT Short Bond
  • Longfellow Investment Management Co.
Please review our important disclosures.