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What is Catholic Investing from Chief Investment Officer - Tony Minopoli
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Faith Based Investing is focused on developing and managing portfolio strategies that are compliant with the teachings of the U.S. Conference of Catholic Bishops. We align ourselves directly with the pronouncements of the Bishops and do not ever try to establish what should be considered for a Catholic portfolio. We believe that the depth and breadth of products that we offer provides an opportunity for a wide array of portfolios to meet nearly any investment objective or risk tolerance.

At the core of our strategy is our screening methodology. We employ Institutional Shareholder Services and a moral theologian to inform us on how best to comply with Catholic investment principles. We then utilize our various strategies within various asset classes to build portfolios from the universe of companies that do not violate our ethical screens. We also apply Environmental, Social and Governance screens to understand how our investment decisions hold up relative to more contemporary screens used by faith based and non-faith based portfolios alike. Our experience informs us that applying Catholic screens does not preclude you from generating competitive performance over longer periods of time. There are certainly periods where Catholic screens benefit or hurt performance, but we think the ethical screens are not an impediment to performing well over cycles longer than perhaps three years.

Sep 28, 2021 07:00 PM in Central Time (US and Canada)

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