During his many years as Chief Investment Officer for the University of Notre Dame, Scott Malpass grew accustomed to calls from leaders of Catholic institutions who were hoping for investment advice. These leaders knew of Notre Dame’s highly successful investment approach, and sought Scott’s insights into how to pursue strong investment returns while staying true to their religious principles.
Scott couldn’t share the details of Notre Dame’s strategy, but he understood the complex challenges these Catholic leaders faced and was determined to do something about it. He discussed this unfilled strategic need with a kindred spirit: Jack Brennan, chairman of Notre Dame’s board of trustees and former chairman and CEO of The Vanguard Group.
By 2013, these highly regarded investment executives created the nonprofit Catholic Investment Services (CIS) organization, and arranged appropriate seed capital. By 2014, CIS officially launched its first investment offering. Since then, Catholic institutions nation-wide who work with us have enjoyed access to well regarded investment managers, as well as the satisfaction of advancing Catholic values.
We are distinct in the investment world for several reasons: our commitment to advancing both Catholic principles and solid investment performance; our passion for helping Catholic institutions sustain their vital work; and our diligence in providing sophisticated investment solutions and exceptional client service.
But, what truly makes us different is our firm alignment with our investors. We share their Catholic faith and understand their challenges. Like them, we are a non-profit, and thus driven solely by their success. We also share their devotion to effecting positive change in our world, community by community.
From our board of trustees, to our firm’s leaders and team, to our fund investment partners, we are unified in our mission: to build long-term prosperity for Catholic institutions so they can endure and serve well into the future.