Alan Kotlarski, Brother & Advisor
Catholic Investing - click here to see more
Benchmark Analysis:
Catholic Investment Principles Can Achieve Competitive Results
Anthony V. Minopoli, President & Chief Investment Officer
James W. Gaul, CFA, Vice President & Portfolio Manager
Introduction
With the advancement of Catholic Social Teaching (CST) and a greater acceptance of utilizing Catholic investment principles, it’s important for fiduciaries to understand investment performance comparisons before they shift to a screened investment methodology. In a growing number of cases, Catholic investors have taken the stance that adherence to CST is more important than investment performance. However, as fiduciaries of institutional assets, these same investors want to understand the performance implications of shifting to Catholic-compliant investments.
In this paper, we explore performance differences between unscreened indexes and their Catholic-screened counterparts to understand the short-term and long-term implications and thereby answer the obvious question many investors ask: “Will I necessarily sacrifice investment performance to have my portfolio managed in compliance with Catholic Social Teaching?”
We are happy to report that shifting to Catholic-compliant benchmarks has not meant an automatic diminishment of portfolio return. Click HERE for the complete report.
Alan Kotlarski, Brother & Advisor
Close
Catholic Investing - click here to see more
Benchmark Analysis:
Catholic Investment Principles Can Achieve Competitive Results
Anthony V. Minopoli, President & Chief Investment Officer
James W. Gaul, CFA, Vice President & Portfolio Manager
Introduction
With the advancement of Catholic Social Teaching (CST) and a greater acceptance of utilizing Catholic investment principles, it’s important for fiduciaries to understand investment performance comparisons before they shift to a screened investment methodology. In a growing number of cases, Catholic investors have taken the stance that adherence to CST is more important than investment performance. However, as fiduciaries of institutional assets, these same investors want to understand the performance implications of shifting to Catholic-compliant investments.
In this paper, we explore performance differences between unscreened indexes and their Catholic-screened counterparts to understand the short-term and long-term implications and thereby answer the obvious question many investors ask: “Will I necessarily sacrifice investment performance to have my portfolio managed in compliance with Catholic Social Teaching?”
We are happy to report that shifting to Catholic-compliant benchmarks has not meant an automatic diminishment of portfolio return. Click HERE for the complete report.
