{"id":31133,"date":"2024-07-18T15:14:00","date_gmt":"2024-07-18T20:14:00","guid":{"rendered":"https:\/\/cbisonline.com\/us\/?p=31133"},"modified":"2026-04-14T15:20:55","modified_gmt":"2026-04-14T20:20:55","slug":"cri-multi-style-u-s-equity-portfolio-construction-update","status":"publish","type":"post","link":"https:\/\/cbisonline.com\/us\/cri-multi-style-u-s-equity-portfolio-construction-update\/","title":{"rendered":"CRI Multi-Style U.S. Equity Portfolio Construction Update"},"content":{"rendered":"\n<p><a href=\"https:\/\/cbisonline.com\/us\/wp-content\/uploads\/sites\/2\/2023\/04\/CRI-MSF_Portfolio-Construction-Update_7182024.pdf\">View PDF<\/a><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Overview<\/h2>\n\n\n\n<p>The Catholic Responsible Investments Multi-Style U.S. Equity Fund seeks long-term capital appreciation by investing primarily in a diversified portfolio of mid- to large-cap U.S. equities, generally within the Russell 1000 Index. The strategy focuses on companies believed to have above-average growth potential.<\/p>\n\n\n\n<p>This update impacts the following Catholic Responsible Investments Funds:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Multi-Style U.S. Equity<\/li>\n\n\n\n<li>Magnus 45\/55<\/li>\n\n\n\n<li>Magnus 75\/25<\/li>\n\n\n\n<li>Magnus 60\/40 Alpha Plus<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Portfolio Review<\/h2>\n\n\n\n<p>CBIS equity funds follow a philosophy of allocating capital to sub-advisers with strong core competencies, long-term conviction, and disciplined investment approaches. These managers are expected to maintain focus through short-term market volatility while pursuing long-term results.<\/p>\n\n\n\n<p>In a recent review, the Catholic Responsible Investments Committee determined that the Fund\u2019s return and risk characteristics could be improved. Areas identified for enhancement included upside and downside capture ratios and overall quality of returns.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Enhancements to Portfolio Construction<\/h2>\n\n\n\n<p>To improve outcomes, the Fund is being enhanced through the addition of three new sub-advisers:<\/p>\n\n\n\n<p><strong>William Blair Investment Management, LLC<\/strong><br>Added to provide exposure to high-quality growth companies, focusing on businesses with strong structural advantages and above-average earnings growth potential.<\/p>\n\n\n\n<p><strong>Boston Partners Global Investors, Inc.<\/strong><br>Added to introduce a fundamental, relative value approach, emphasizing disciplined stock selection and diversification benefits.<\/p>\n\n\n\n<p><strong>T. Rowe Price Associates, Inc.<\/strong><br>Added as a fundamentally driven, risk-managed strategy leveraging deep research capabilities and a best-ideas portfolio approach to enhance overall risk management.<\/p>\n\n\n\n<p>Together with <strong>existing manager Mar Vista Investment Partners<\/strong>, the Fund aims to combine complementary return drivers and improve diversification and consistency of results.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Portfolio Reconstruction and Allocation<\/h2>\n\n\n\n<p>The portfolio has been restructured to remove overlapping strategies and better balance risk exposures across managers. The updated allocation is designed to combine high active share strategies with a lower-risk component for improved portfolio efficiency.<\/p>\n\n\n\n<p><strong>Current Allocation (as of July 18, 2024):<\/strong><br>Boston Partners Global Investors \u2013 35%<br>Mar Vista Investment Partners \u2013 30%<br>William Blair Investment Management \u2013 20%<br>T. Rowe Price Associates \u2013 15%<\/p>\n\n\n\n<p><strong>Prior Allocation:<\/strong><br>Dodge &amp; Cox \u2013 34%<br>Mar Vista Investment Partners \u2013 33%<br>Wellington Management \u2013 33%<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Investment Approach<\/h2>\n\n\n\n<p>The revised structure emphasizes diversification across multiple investment styles, including growth, value, and risk-managed strategies. By combining managers with distinct approaches, the Fund seeks to enhance risk-adjusted returns and improve overall portfolio construction.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Important Information<\/h2>\n\n\n\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 <a href=\"http:\/\/www.cbisonline.com\">www.cbisonline.com<\/a> or by calling 1-866-348-6466. Please read the prospectus carefully before investing.<\/strong><\/p>\n\n\n\n<p>Investing involves risk, including loss of principal. Asset allocation does not guarantee protection against market risk. There is no guarantee that these strategies will result in positive performance.<\/p>\n\n\n\n<p>Catholic Responsible Investment is designed to align financial returns with the teachings of the Roman Catholic Church. Investment decisions may exclude or sell companies that conflict with these criteria, which could impact performance. Funds may underperform those that do not apply these guidelines.<\/p>\n\n\n\n<p>The funds are distributed by SEI Investments Distribution Co., which is not affiliated with CBIS, the adviser, or the sub-advisers.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>View PDF Overview The Catholic Responsible Investments Multi-Style U.S. Equity Fund seeks long-term capital appreciation by investing primarily in a diversified portfolio of mid- to large-cap U.S. equities, generally within the Russell 1000 Index. The strategy focuses on companies believed to have above-average growth potential. This update impacts the following Catholic Responsible Investments Funds: Portfolio [&hellip;]<\/p>\n","protected":false},"author":14,"featured_media":0,"comment_status":"closed","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[52],"tags":[],"class_list":["post-31133","post","type-post","status-publish","format-standard","hentry","category-news"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.4 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>CRI Multi-Style U.S. Equity Portfolio Construction Update | CBIS | Catholic Socially Responsible Investment Solutions<\/title>\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\/cri-multi-style-u-s-equity-portfolio-construction-update\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"CRI Multi-Style U.S. Equity Portfolio Construction Update | CBIS | Catholic Socially Responsible Investment Solutions\" \/>\n<meta property=\"og:description\" content=\"View PDF Overview The Catholic Responsible Investments Multi-Style U.S. Equity Fund seeks long-term capital appreciation by investing primarily in a diversified portfolio of mid- to large-cap U.S. equities, generally within the Russell 1000 Index. 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