In this session, Catholic Investment Services' CEO, Tom Lanctot, leads a panel discussion on aligning Catholic values with investment success. He is joined by Matt Rozyczka, CIO at Duquesne University, Tom Skiba, Investment Committee Chair for the Diocese of Fort Wayne South Bend, and Sister Suzanne Brennan, CSC, Councilor of the Congregation of the Sisters of the Holy Cross.

Highlights

• The USCCB guidelines as a floor and hopes they could be updated in the future to address the needs more aggressively
• Predictions about investing aligning with Laudato Si' in the future are optimistic, despite challenges presented by student-led campaigns against investments in fossil fuels
• The challenges of addressing issues like labor and healthcare in emerging markets
• The quality of the investment committee in Fort Wayne-South Bend Diocese
• American companies are making efforts to align with the guidelines of saving the planet, which can be a lucrative investment opportunity
• The dignity of work while balancing the disruptive influence of technology.
• Politicization and monetization of SRI or ESG and the importance of maintaining core values and letting the market drive the process
• The importance of leveraging the power of unity in the Catholic Church to affect positive social change

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/
• https://catholicinvest.org/cis-institute/