Helping Catholic institutions pursue strong investment returns while remaining true to their religious principles.
Catholic PrinciplesWe look at every client portfolio through the lens of Catholic belief. We apply guidance from the socially responsible investment guidelines created by the U.S. Conference of Catholic Bishops (USCCB) and inspiration from such sources as Pope Francis's "Laudato Si' – On care for our common home”.
DiversificationWe emphasize diversification in our investment approach as a means to seek returns while mitigating risk. CIS invests in a broad variety of asset classes, including public and private equity, high-yield bonds, commodities, real estate investment trusts, hedge funds, asset-backed securities, fixed income and cash equivalents.
Manager SelectionWe draw on the deep knowledge and extensive relationships of our investment partners, board and team members to access top-tier investment managers who are equipped to shape investment returns that can contribute to our clients’ missions.
Protecting Human Lifeby excluding investment in companies whose activities involve abortion or contraception, embryonic stem cell or fetal tissue research, or human cloning.
Promoting Human Dignityby promoting shareholder resolutions that protect human rights, divesting of companies involved in racial or gender discrimination, supporting access to life-sustaining drugs among poorer populations, and excluding purveyors of pornography.
Reducing Arms Productionby avoiding investment in firms primarily engaged in producing military weapons and land mines.
Pursuing Economic Justiceby promoting shareholder resolutions directed towards avoiding use of sweatshops in manufacturing, and refraining depositing funds in banks that receive less than a “satisfactory” rating under the community reinvestment act.
Protecting the Environmentby promoting shareholder resolutions that encourage ecological preservation, address poverty in the poorest nations, create environmentally sensitive technologies, and pursue related aims.
Encouraging Corporate Responsibilityby encouraging companies to report on social, environmental, as well as financial performance.
Our clients entrust us with managing about $750 million of their assets.
We partner with a diverse group of Catholic 501(c)(3) non-profits:
- Educational institutions:
Colleges and universities, high schools and primary schools
- Religious orders
- Catholic community foundations
- Catholic charities
- Health care systems
- Private foundations
- Social service organizations
CIS serves the diverse needs of Catholic organizations of varying endowment and asset levels.
Catholic Endowment Fund
Catholic Endowment Fund