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Webinars
June 9, 2021

Does Enhanced Board Governance Make a Difference in Investment Returns?

This webinar features an exploration of sound governance practices in a time of uncertainty. This session offers insights into 5 imperatives for keeping your institution’s goals and investment strategy aligned to maintain focus and momentum. Sharing their views are industry leaders: Paul Schott Stevens, CIS board member and recently retired…
Resources
May 27, 2021

eBook: Understanding the Role of Global Equity

Understanding the Role of Global Equity Introduction Leaders of Catholic institutions face unique challenges in ensuring the vitality and durability of their organizations. Dedicated to advancing the faith and serving humanity, they must constantly fund-raise and manage spending to avoid a future financial crisis. Many such organizations create endowments and…
Webinars
May 13, 2021

How an Endowment can Strengthen your Catholic Institution

This webinar zeroes in on endowment best practices, including investment strategy, portfolio construction and asset allocation, and integrating development efforts to grow your endowment. Features insights from: Paulita Pike, CIS Board Member; Marco Clark, from St. Thomas University in Austin; and Tim Sullivan, President of Bishop Feehan High School in…
Webinars
May 4, 2021

Investment Opportunities Ahead & Governance Best Practices for Embracing Them

This webinar features a dynamic conversation with Florida’s Catholic fiduciaries, who are striving to invest strategically and prudently as the world transitions to a post-pandemic era. Features insights from Scott Malpass, CIS board chair and recently retired CIO of the University of Notre Dame, and Bill Fenton, Senior Director at…
Webinars
April 28, 2021

Perspectives on the Path to ESG & Impact Investing for Catholic Institutions

This webinar features a discussion of how Catholic Institutions can incorporate Laudato Si and Fratelli Tutti into their investing, while deploying their investments and philanthropy more strategically. Sharing their views are industry experts: Alexia Kelley, CEO of FADICA; Mike Barry, CIO of Georgetown University, and Tim Connors, a prominent lay…
Commentary
April 20, 2021

TIFF Investment Management 1Q21 Quarterly Commentary

Attention Seekers: GameStop and Bitcoin Normally in these commentaries, even when overall performance is good, we tend to lament those things standing between our portfolios and the performance that we want them to achieve. We admit to focusing more on any shortcomings in our portfolios, or why some funds or…
Webinars
March 3, 2021

The Post-Pandemic Investment Playbook

This webinar features a discussion of the complex factors Catholic institutions must consider as they shape their investment strategies for a post-pandemic world. Sharing their views on this seminar are: Scott Malpass, retired Chief Investment Officer of the University of Notre Dame and CIS founder; and Jonathon Hook, Chief Investment…
Webinars
February 25, 2021

Where to Invest in a Low Yield Environment?

This webinar features Jack Brennan, the Chairman Emeritus of Vanguard and a member of the CIS Board of Trustees, in a discussion of the challenges of building a diversified investment portfolio in an era of historically low interest rates. Topics include Treasury Bond yields, inflations effects, managing risk and working…
News
January 29, 2021

Honoring Our Catholic School Teachers and Administrators

This year’s celebration of National Catholic Schools Week (Jan. 31 to Feb 6) is particularly meaningful as we honor the incredible work that America’s Catholic teachers, administrators and staff have done to nurture their students throughout this difficult pandemic. All of us at Catholic Investment Services are proud to support…
Webinars
January 26, 2021

Governance Considerations in the Age of COVID

This webinar features a discussion of how the COVID-19 pandemic has challenged investment committees of Catholic institutions, and what these committees can do to adapt and strengthen their approaches for the future. Sharing their views on this webinar are: Paul Schott Stevens, former President and CEO of the Investment Company…
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