Since 1971, our rich heritage of providing separately managed accounts for specific SRI and ESG mandates informs our rigorous, research-driven investment approach.
Seeks long-term capital appreciation by investing in companies that offer both an attractive investment opportunity and that exhibit business practices that are consistent with the guidelines published by the United States Conference of Catholic Bishops (USCCB).
USCCB and Life Issues: Incorporate faith-based guidance on protecting human life and dignity
Environment: Minimize the negative impact of business activities on the environment
Employment Practices: Have fair and reasonable employment practices
Human Rights: Contribute to the general well-being of host communities and respect human rights
Weapons: Do not manufacture nuclear weapons, other weapons of mass destruction, or derive more than 5% of revenue from non-nuclear weapon production
Tobacco: Do not derive meaningful revenue from tobacco products
All investments involve risk, including risk of loss and there is no guarantee investment objectives will be met.