Our Trustees are committed to investing our entire endowment portfolio according to the ethical, moral and social teachings of the Catholic Church. Download our printed narrative at the bottom of this page.
Using socially responsible investment guidelines of the US Conference of Catholic Bishops as a basis, Christian Brothers Investment Services screens out companies whose policies conflict with the Church’s moral teachings. Once CBIS has created the final portfolio, it actively promotes Catholic values through shareholder resolutions, corporate dialogue and proxy voting. Follow this link to learn more about CBIS’ Catholic Responsible Investing approach.
The US Conference of Catholic Bishops published the complete set of Catholic investing guidelines here.
Our commitment to faith-based investment practices is another reason why the Independent Catholic Foundation has become the preferred steward of many parishioners’ legacies throughout Central Pennsylvania.