Session 58: What Every Diocesan and Foundation Board Wants to Know About Invested Funds

Tuesday Session 10:00 – 11:00 a.m

Location: Foster 1

Speaker: Michael J. Schwartz
Senior Vice President
Schwartz Investment Counsel, Inc.
Ave Maria Mutual Funds
Ave Maria, Florida

Moderator: Stephen J. Nicholl
Director of Development
Diocese of Trenton, New Jersey

What is Morally Responsible Investing (MRI)? Does it work? Can you achieve good investment performance without violating your moral beliefs? In this talk, our presenter will delve into the myths surrounding Morally Responsible Investing. He will show how MRI can generate superior investment performance. He will address why it is something every diocesan fund manager should know about. He will also show how MRI can actually lead to an increase in stewardship among your parishioners.