{"id":27193,"date":"2024-07-16T09:52:30","date_gmt":"2024-07-16T14:52:30","guid":{"rendered":"https:\/\/cbisonline.com\/us\/?page_id=27193"},"modified":"2025-10-14T11:30:37","modified_gmt":"2025-10-14T16:30:37","slug":"portfolio-construction-update","status":"publish","type":"page","link":"https:\/\/cbisonline.com\/us\/resources\/portfolio-construction-update\/","title":{"rendered":"Portfolio Construction Update"},"content":{"rendered":"<section class=\"inner-banner-image full-width relative   sp-pb- sp-pt-\" id=\"\"\n     style=\"background-color: #9a3820;\">\n        <div class=\"container z-10 relative\">\n                    <div class=\"grid gap-4 grid-cols-12\">\n                                                    <div class=\"md:col-span-12 mx:col-span-12 sp-pt-40 sp-pb-40 lg:pt-30 lg:pb-30 col-span-8 mx:pb-30 mx:pt-30\">\n                                                        <ul class=\"banner-sub flex flex-wrap mb-0\">\n                        <li class=\"text-fs-16 text-white font-font-gerogia italic relative\">\n                            Resources<\/li>\n                                            <\/ul>\n                                                            <H1                        class=\"text-left mb-0 text-fs-42 text-white\">\n                        Portfolio Construction Update<\/H1>\n                                    <\/div>\n                            <\/div>\n        <\/div>\n<\/section>\n\n\n<section  class=\"  sp-pb-20 sp-pt-20 important-information \"  style=\"background-color:\">\n\t    <div class=\"grid gap-4 grid-cols-12\">\n        <div class=\"col-span-10 mx:col-span-12\">\n\t\t\t\t\t<H2 class=\"mb-10 text-endeavour text-fs-34\">Overview<\/H2>\n\t\t\t\t            <div class=\"title-border mb-20 small-border bg-spindle m-left opacity\"><\/div>\n\t\t\t\t            <div class=\"description-text content-default\">\n                <p>As a leading manager of Catholic assets, we\u2019re keenly aware that the Catholic Church and Catholic investors \u2014 U.S. and non-U.S. alike \u2014 have been looking to CBIS for a more dynamic investment product lineup. In response, we made a strategic decision to significantly increase our resources commitment to the Catholic Responsible Investments Team, nearly doubling our previous expenditures.<\/p>\n<p>We also determined that to cement our leadership position in the Catholic markets, we will need more resources than we could expect to generate through growth. Our solution is a strategic relationship with a global investment consultant and solutions provider to help build out the Investment Team and the CBIS investment lineup.<\/p>\n            <\/div>\n\t\t        <\/div>\n    <\/div>\n    <\/section>\n\n\n\n<section class=\"relative podcast-video-view document-slider blog-view full-width  sp-pb-20 sp-pt-20\" id=\"\"  style=\"background-color: #fafcfd\">\n\t\t<div class=\"container\">\t\t\t\t\t\t\t\t\t\t\t<div class=\"grid gap-4 grid-cols-12 sp-pb-50\">\n\t\t\t\t\t\t<div class=\"col-span-9 lg:col-span-12\">\n\t\t\t\t\t\t\t<h2 class=\"mb-10 text-endeavour text-fs-34\">Resources<\/h2>\n\t\t\t\t\t\t\t<div class=\"title-border mb-20 small-border bg-spindle m-left opacity\"><\/div>\n\t\t\t\t\t\t\t<div class=\"description-text content-default\">\n\t\t\t\t\t\t\t\t<p>For more information, read the resources directly below. We\u2019ve also provided a summary of all updates in the CBIS Business Update Executive Summary. <strong>Use the scroll button to the right of the images below to access all resources.<\/strong><\/p>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<div class=\"video-detail-section slider-view image-content-card\">\n\t\t\t\t\t<div class=\"video-slider\"> \n\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"pdf-block-wrap download-cards col-span-3  md:col-span-12 bg-white-smoke-800 mx-h-full relative\">\n\t\t\t\t\t\t\t<div class=\"iamge-col mb-20 shadow-boxin flex flex-wrap justify-center items-end\" style=\"background-color: #006298\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"iamge-col-news bg-no-repeat bg-top bg-cover\" style=\"background-image:url(https:\/\/cbisonline.com\/us\/wp-content\/uploads\/sites\/2\/2024\/07\/CBIS_Executive_Summary_7162024.png);\"><\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<div class=\"card-content\">\n\t\t\t\t\t\t\t\t<div class=\"mb-10 text-endeavour text-fs-15 leading-lh-18 font-bold\">CBIS Business Update Executive Summary<\/div>\t\n\t\t\t\t\t\t\t\t<div class=\"card-btn\">\n                  \t\t\t\t\t\t\t\t\t<a class=\"site-btn btn-icon text-fs-18 leading-lh-22\"\n                     href=\"https:\/\/cbisonline.com\/us\/wp-content\/uploads\/sites\/2\/2023\/04\/CBIS_Executive_Summary_7182024.pdf\"\n                     download                     target=\"_blank\"                  >\n                    Download PDF\n                    <img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/cbisonline.com\/us\/wp-content\/uploads\/sites\/2\/2021\/11\/pdf-ic.svg\" width=\"26\" height=\"26\">\n                  <\/a>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"pdf-block-wrap download-cards col-span-3  md:col-span-12 bg-white-smoke-800 mx-h-full relative\">\n\t\t\t\t\t\t\t<div class=\"iamge-col mb-20 shadow-boxin flex flex-wrap justify-center items-end\" style=\"background-color: #006298\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"iamge-col-news bg-no-repeat bg-top bg-cover\" style=\"background-image:url(https:\/\/cbisonline.com\/us\/wp-content\/uploads\/sites\/2\/2024\/07\/CBIS_Co_CIO_Memo_071824.png);\"><\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<div class=\"card-content\">\n\t\t\t\t\t\t\t\t<div class=\"mb-10 text-endeavour text-fs-15 leading-lh-18 font-bold\">Co-CIO Addition to CBIS<\/div>\t\n\t\t\t\t\t\t\t\t<div class=\"card-btn\">\n                  \t\t\t\t\t\t\t\t\t<a class=\"site-btn btn-icon text-fs-18 leading-lh-22\"\n                     href=\"https:\/\/cbisonline.com\/us\/wp-content\/uploads\/sites\/2\/2023\/04\/CBIS_Co_CIO_Memo_071824.pdf\"\n                     download                     target=\"_blank\"                  >\n                    Download PDF\n                    <img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/cbisonline.com\/us\/wp-content\/uploads\/sites\/2\/2021\/11\/pdf-ic.svg\" width=\"26\" height=\"26\">\n                  <\/a>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"pdf-block-wrap download-cards col-span-3  md:col-span-12 bg-white-smoke-800 mx-h-full relative\">\n\t\t\t\t\t\t\t<div class=\"iamge-col mb-20 shadow-boxin flex flex-wrap justify-center items-end\" style=\"background-color: #006298\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"iamge-col-news bg-no-repeat bg-top bg-cover\" style=\"background-image:url(https:\/\/cbisonline.com\/us\/wp-content\/uploads\/sites\/2\/2024\/07\/Strategic-Relationship_CBIS_U.S.png);\"><\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<div class=\"card-content\">\n\t\t\t\t\t\t\t\t<div class=\"mb-10 text-endeavour text-fs-15 leading-lh-18 font-bold\">Expanded Strategic Relationship with Mercer<\/div>\t\n\t\t\t\t\t\t\t\t<div class=\"card-btn\">\n                  \t\t\t\t\t\t\t\t\t<a class=\"site-btn btn-icon text-fs-18 leading-lh-22\"\n                     href=\"https:\/\/cbisonline.com\/us\/wp-content\/uploads\/sites\/2\/2023\/04\/Strategic-Relationship_CBIS_U.S.pdf\"\n                     download                     target=\"_blank\"                  >\n                    Download PDF\n                    <img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/cbisonline.com\/us\/wp-content\/uploads\/sites\/2\/2021\/11\/pdf-ic.svg\" width=\"26\" height=\"26\">\n                  <\/a>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div><\/section>\n\n\n<section  class=\"  sp-pb-20 sp-pt-20 important-information \"  style=\"background-color:\">\n\t    <div class=\"grid gap-4 grid-cols-12\">\n        <div class=\"col-span-10 mx:col-span-12\">\n\t\t\t\t\t<H1 class=\"mb-10 text-endeavour text-fs-34\">Adding Investment Experience<\/H1>\n\t\t\t\t            <div class=\"title-border mb-20 small-border bg-spindle m-left opacity\"><\/div>\n\t\t\t\t            <div class=\"description-text content-default\">\n                <p>Tom Digenan, CFA, CPA, along with John Geissinger, CFA, will serve as CBIS\u2019 Co-Chief Investment Officers. Tom and John will be overseeing the service, portfolio management, and impact and justice initiatives.<\/p>\n<p>In anticipation of expanding our non-U.S. business, and as part of our plan to have investment talent outside the U.S., we have begun a search for a Europe-based portfolio manager.<\/p>\n<p>See the announcement <strong><a href=\"https:\/\/cbisonline.com\/us\/wp-content\/uploads\/sites\/2\/2023\/04\/CBIS_Co_CIO_Memo_071824.pdf\" target=\"_blank\" rel=\"noopener\">here<\/a><\/strong>.<\/p>\n            <\/div>\n\t\t        <\/div>\n    <\/div>\n    <\/section>\n\n\n\n<section  class=\"  sp-pb-20 sp-pt-20 important-information \"  style=\"background-color:\">\n\t    <div class=\"grid gap-4 grid-cols-12\">\n        <div class=\"col-span-10 mx:col-span-12\">\n\t\t\t\t\t<H1 class=\"mb-10 text-endeavour text-fs-34\">A Strategic Relationship <\/H1>\n\t\t\t\t            <div class=\"title-border mb-20 small-border bg-spindle m-left opacity\"><\/div>\n\t\t\t\t            <div class=\"description-text content-default\">\n                <p>Following numerous discussions with leading asset management firms, consultants, and trust companies across the industry, we determined that Mercer, one of the industry\u2019s largest investment consultant and solutions providers, was best positioned amongst its peers to help CBIS meet its product manufacturing needs.<\/p>\n<p>As an extension of the CBIS Investment Team, Mercer will reinforce the integrity of the Catholic Responsible Investments process. Particularly exciting to us is the access to new asset classes and investment strategies this strategic relationship can bring, especially as we execute on our plans to position portfolio management resources outside the U.S.<\/p>\n<p>For more detailed information, go to: <strong><a href=\"https:\/\/cbisonline.com\/us\/wp-content\/uploads\/sites\/2\/2023\/04\/Strategic-Relationship_CBIS_U.S.pdf\" target=\"_blank\" rel=\"noopener\">Expanded Strategic Relationship with Mercer<\/a><\/strong><\/p>\n            <\/div>\n\t\t        <\/div>\n    <\/div>\n    <\/section>\n\n\n\n<section  class=\"  sp-pb-20 sp-pt-20 important-information \"  style=\"background-color:\">\n\t    <div class=\"grid gap-4 grid-cols-12\">\n        <div class=\"col-span-10 mx:col-span-12\">\n\t\t\t\t\t<H1 class=\"mb-10 text-endeavour text-fs-34\">Ramping Up the Portfolios<\/H1>\n\t\t\t\t            <div class=\"title-border mb-20 small-border bg-spindle m-left opacity\"><\/div>\n\t\t\t\t            <div class=\"description-text content-default\">\n                <p class=\"p2\">The Catholic Responsible Investments Committee has already gone to work on product development, working within this strategic relationship on high-level oversight of the CRI Funds. This combined effort recently effected updates to the CRI Funds. The updates outlined below also impact the Catholic Responsible Investments Magnus 45\/55, Magnus 75\/25, Magnus 60\/40 Beta Plus, and Magnus 60\/40 Alpha Plus Funds.<\/p>\n<p><strong>Click on the fund name below for detailed information on these portfolio construction updates, including the reasons behind them.<\/strong><\/p>\n            <\/div>\n\t\t        <\/div>\n    <\/div>\n    <\/section>\n\n\n\n\n<figure class=\"wp-block-table alignleft is-style-regular\"><table class=\"has-text-color has-link-color\" style=\"color:#707070\"><thead><tr><th class=\"has-text-align-left\" data-align=\"left\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#006298\" class=\"has-inline-color\">CRI Fund<\/mark><\/th><th class=\"has-text-align-left\" data-align=\"left\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#006298\" class=\"has-inline-color\">New Sub-Advisers<\/mark><\/th><th class=\"has-text-align-left\" data-align=\"left\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#006298\" class=\"has-inline-color\">Replaced Sub-Advisers<\/mark><\/th><\/tr><\/thead><tbody><tr><td class=\"has-text-align-left\" data-align=\"left\"><a href=\"https:\/\/cbisonline.com\/us\/wp-content\/uploads\/sites\/2\/2023\/04\/CRI_BF_Portfolio-Construction-Update_7182024.pdf\" target=\"_blank\" rel=\"noreferrer noopener\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#32adc5\" class=\"has-inline-color\"><strong>Bond<\/strong><\/mark><\/a><\/td><td class=\"has-text-align-left\" data-align=\"left\">Loomis, Sayles &amp; Company<\/td><td class=\"has-text-align-left\" data-align=\"left\">Dodge &amp; Cox<\/td><\/tr><tr><td class=\"has-text-align-left\" data-align=\"left\"><a href=\"https:\/\/cbisonline.com\/us\/wp-content\/uploads\/sites\/2\/2023\/04\/CRI_ISCF_Portfolio-Contruction-Update_07182024.pdf\" target=\"_blank\" rel=\"noreferrer noopener\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#32adc5\" class=\"has-inline-color\"><strong>International Small-Cap<\/strong><\/mark><\/a><\/td><td class=\"has-text-align-left\" data-align=\"left\">Allspring Global Investment, LLC<br>Parametric Portfolio Associates<\/td><td class=\"has-text-align-left\" data-align=\"left\">Global Alpha Capital Management Ltd.<\/td><\/tr><tr><td class=\"has-text-align-left\" data-align=\"left\"><a href=\"https:\/\/cbisonline.com\/us\/wp-content\/uploads\/sites\/2\/2023\/04\/CRI-MSF_Portfolio-Construction-Update_7182024.pdf\" target=\"_blank\" rel=\"noreferrer noopener\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#32adc5\" class=\"has-inline-color\"><strong>Multi-Style US Equity<\/strong><\/mark><\/a><\/td><td class=\"has-text-align-left\" data-align=\"left\">Boston Partners Global Investors<br>William Blair Investment Management<br>T. Rowe Price Associates, Inc.<\/td><td class=\"has-text-align-left\" data-align=\"left\">Dodge &amp; Cox<br>Wellington Management Company<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n<section  class=\"  sp-pb-20 sp-pt-40 important-information \"  style=\"background-color:\">\n\t    <div class=\"grid gap-4 grid-cols-12\">\n        <div class=\"col-span-10 mx:col-span-12\">\n\t\t\t\t\t<H2 class=\"mb-10 text-endeavour text-fs-34\">Bottom Line<\/H2>\n\t\t\t\t            <div class=\"title-border mb-20 small-border bg-spindle m-left opacity\"><\/div>\n\t\t\t\t            <div class=\"description-text content-default\">\n                <p>In total, our commitment to adding resources and scale to the Catholic Responsible Investments Team enables our Catholic investment solutions to be more robust than anything we\u2019ve done in our forty-plus years. CBIS is setting the stage to deliver on its commitment to provide compelling investment opportunities to devoted Catholics around the world.<strong>\u00a0<\/strong><\/p>\n            <\/div>\n\t\t        <\/div>\n    <\/div>\n    <\/section>\n\n\n\n<section  class=\"  sp-pb-40 sp-pt-20 important-information \"  style=\"background-color:\">\n\t    <div class=\"grid gap-4 grid-cols-12\">\n        <div class=\"col-span-10 mx:col-span-12\">\n\t\t\t\t\t<H2 class=\"mb-10 text-endeavour text-fs-34\">Important Information<\/H2>\n\t\t\t\t            <div class=\"title-border mb-20 small-border bg-spindle m-left opacity\"><\/div>\n\t\t\t\t            <div class=\"description-text content-default\">\n                <p><strong>Carefully consider the funds\u2019 investment objectives, risks, and charges and expenses. This and other information can be found in the funds\u2019 full and summary prospectus, which may be obtained by visiting www.cbisonline.com or by calling 1-866-348-6466. Please read the prospectus carefully before investing.<\/strong><\/p>\n<p>There are risks involved in investing, including loss of principal. Asset allocation may not protect against market risk. There is no guarantee that these strategies will result in positive performance. International investments may involve risk of capital loss from unfavorable fluctuation in currency values, from differences in generally accepted accounting principles or from social, economic or political instability in other nations. Investments in smaller companies typically exhibit higher volatility. Bonds and bond funds are subject to interest rate risk and will decline in value as interest rates rise.<\/p>\n<p>Catholic Responsible Investment (\u201cCRI\u201d) is an investment strategy designed specifically to help investors seek sound financial returns while remaining faithful to the teaching of the Roman Catholic Church. The Funds consider the CBIS\u2019s CRI criteria in its investment process and may choose not to purchase, or may sell, including at inopportune times which would result in losses to the Fund, otherwise profitable investment in companies which have been identified as being in conflict with the CBIS\u2019s CRI criteria. Funds may underperform other similar funds that do not consider CRI guidelines when making decision.<\/p>\n<p class=\"p1\">The funds are distributed by SEI Investments Distribution Co. (SIDCO). SIDCO is not affiliated with CBIS, the adviser, or any of the sub-advisers to the funds, including Mercer.<\/p>\n            <\/div>\n\t\t        <\/div>\n    <\/div>\n    <\/section>\n\n","protected":false},"excerpt":{"rendered":"<p>CRI Fund New Sub-Advisers Replaced Sub-Advisers Bond Loomis, Sayles &amp; Company Dodge &amp; Cox International Small-Cap Allspring Global Investment, LLCParametric Portfolio Associates Global Alpha Capital Management Ltd. Multi-Style US Equity Boston Partners Global InvestorsWilliam Blair Investment ManagementT. Rowe Price Associates, Inc. Dodge &amp; CoxWellington Management Company<\/p>\n","protected":false},"author":5,"featured_media":0,"parent":15492,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"class_list":["post-27193","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.5 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Portfolio Construction Update | CBIS | Catholic Socially Responsible Investment Solutions<\/title>\n<meta name=\"description\" content=\"Christian Brothers Investment Services has created Catholic Responsible Investment (CRI) funds to amplify the power of faith-based investing.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/cbisonline.com\/us\/resources\/portfolio-construction-update\/\" \/>\n<meta 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