Investment Advisors and Committee

Investment Advisors

Christian Brothers Investment Services, Inc. (CBIS) serves as investment advisors for assets of The Catholic Foundation.  All funds are invested in accordance with the United States Conference of Catholic Bishops' Socially Responsible Investment Guidelines where investments are guided by Roman Catholic social and moral teaching.  So, the stewardship of resources goes beyond simple fiduciary responsibilities of ensuring acceptable return on investments.  Investments must reflect commitment to other values as well, such as the sacredness of life, the dignity of the individual, collaboration, and the care for the poor.

Overall, CBIS manages approximately $3.7 billion for Catholic organizations seeking to combine faith and finances through the responsible stewardship of their assets.

Investment Committee

The role of the Investment Committee of the Catholic Foundation is to provide strategic input thereby ensuring strong investment performance, efficient administration, and consistent endowment growth.  They accomplish these goals by advising on the Foundation's investment policies; selecting and retaining investment advisors; reviewing financial reports for timeliness, accuracy and propriety; and monitoring performance of the Foundation's portfolio.