Catholic Values Investing
In 2003, the United States Conference of Catholic Bishops (USCCB) issued “Socially Responsible Investment Guidelines” for Catholic institutions and individuals. These investment guidelines were formed in concert with the 1986 pastoral letter Economic Justice for All, in which the Bishops address corporate and economic responsibility. The Catholic Foundation of Southwest Iowa performs quarterly screening of funds to ensure they meet our investment criteria.
The USCCB investment principles focus on the following areas:
- protecting human life
- promoting human dignity
- reducing arms production
- pursuing economic justice
- protecting the environment
- encouraging corporate responsibility
Consistent with the Gospel, universal church teaching, the USCCB, and guidance from our local bishop, the Catholic Foundation of Southwest Iowa offers a variety of moral and socially responsible investment options designed to meet a variety of philanthropic goals and time horizons while adhering to Catholic values.
The Catholic Foundation of Southwest Iowa recognizes stewardship of the assets entrusted to us as one of our most important responsibilities. As a Catholic charity, we adhere to principles of selecting investments consistent with Catholic values and maintaining the highest standards of operational excellence.
Professional investment counsel manages and invests the assets of the Catholic Foundation and provides audited annual financial statements.
We invite you to review our most recent Independent Auditors Report here.
Assets Under Management: $72 million (as of May, 2018)
Number of Funds under Management: 83
Investment Portfolio Returns: As of March 31, 2018
Graystone Consulting – a Business of Morgan Stanley
801 Grand Avenue, Suite 3800
Des Moines, IA 50309
|Jonathan Swanson, CAIA|
|Rachel Stauffer, CFA