November's release of the USCCB's revised socially responsible investing guidelines has Catholic fiduciaries wondering: What's changed? And, how should we adapt to this new guidance? Exploring these questions is the focus of the second webinar in our new series, which emphasizes principles of mission-aligned investment programs for Catholic institutions. The webinar brings forth ideas for implementing the USCCB guidelines in institutional portfolios, and dispelling certain performance myths about Catholic-aligned portfolios. This webinar features: Scott Malpass, CIS Co-Founder & Board Chair and retired CIO of the University of Notre Dame; Steve Schott, Principal and Senior Director, Institutional Religious Retirement and Foundation Services, CapTrust; and Bernard Brenninkmeijer, Executive Director of Constanter Philanthropic Services, Chairman of Porticus North America Foundation and Board member of FADICA.

Highlights

• The guests for today's show: Who are they?
• The newest guidelines when it comes to gathering data and implementation
• How the guests are allocating the assets as a Catholic fiduciary
• The difference between the US and European guidelines
• What the IOR or the Vatican bank is and their policies
• What has changed with the newly revised USCCB guidelines
• Practitioner's approach in starting investing
• What giving up on returns mean and how it can impact investing
• Advice to investors who want to invest in climate change related projects
• The rate of return on projects from non-profit organizations
• Is it better to be a shareholder and influence the actions of an organization rather than not owning a stock? Episode Resources
• Connect with Catholic Investment Services
• https://catholicinvest.org/about-us/
• https://catholicinvest.org/about-us/#board-of-trustees
• https://catholicinvest.org/contact-us/