Mutual Funds

Part 4 – A Pragmatic Approach to Aligning Your Investment Strategy to the Catholic Faith   In part three of this series we explored the Catholic Church’s Socially Responsible Investment Guidelines, framing them as an alternative to ESG approaches for Catholic investors wanting to align their investment portfolios with the Social Justice Doctrines of the...

Part 2 – The Challenges Implementing an ESG Investment Strategy Using a Catholic World View   In the first part of this series, we looked at the foundational similarities between ESG-focused investment strategies and the Catholic Church’s social justice doctrine, highlighting the broad parallels and framing the ESG approach as an expression of Catholic social...

Part 1 – The Nexus Between ESG Investment Philosophies and Catholic Social Justice Doctrine   It’s hard to spend more than ten minutes perusing an investment-related website or news source without coming across at least one article focused on the topic of ESG-based investing (Environmental, Social and Governance). At roughly $20 trillion, depending on the...