1919 SRI/ESG Catholic Values Equity Strategy

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).

Our 6 Social Guidelines lead us to select companies that:

  1. USCCB and Life Issues: Incorporate faith-based guidance on protecting human life and dignity

  2. Environment: Minimize the negative impact of business activities on the environment

  3. Employment Practices: Have fair and reasonable employment practices

  4. Human Rights: Contribute to the general well-being of host communities and respect human rights

  5. Weapons: Do not manufacture nuclear weapons, other weapons of mass destruction, or derive more than 5% of revenue from non-nuclear weapon production

  6. Tobacco: Do not derive meaningful revenue from tobacco products

Disclosure

All investments involve risk, including risk of loss and there is no guarantee investment objectives will be met.