
Investment
Policy of the Sisters of the Presentation
The socially responsible investment program of the Christian Brothers
Investment
Services, Inc., CBIS, includes both principled purchasing
decisions and active
ownership
strategies. The focus is not exclusively on screening companies from
our investment
portfolios
(although we do exclude some) but on engaging the companies we invest
in
to become better corporate citizens. We follow
a multi-strategy
approach – stock
screening, proxy voting, corporate dialogues and shareholder
resolutions – that we
believe mitigates risk and minimizes the potential
impact of SRI on investment
management and performance.
To further our active
ownership efforts, we also work closely with the larger SRI
community,
a network
composed of hundreds of other socially responsible investors.
Together,
over time, we believe we have achieved significant progress with many
companies. Indeed, our collaboration with other faith-based investors
has allowed us
to leverage our influence to promote progress and change.
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