Session 39: Catholic Values Investing Can Change the World

Monday Session 3:30 – 4:30 p.m

Location: Bolden 6

Speaker: Sean McCaffrey
Director, Institutional Development and Consultant Relations
Christian Brothers Investment Services, Inc.
New York, New York

Speaker: Julie Tanner
Director, Catholic Responsible Investing
Christian Brothers Investment Services, Inc.
New York, New York

Moderator: Patrick Grace
Executive Director Catholic Community Foundation
Cleveland, Ohio

Catholic Responsible Investing (CRI) is an approach to socially responsible investing, or SRI, which can mean different things to different people. To some, SRI is purely negative screening, and to others it’s shareholder engagement, ESG (environmental, social and governance factors) integration, positive purchasing or community investing.

This presentation will discuss different ways to extend your mission and align your assets with USCCB guidelines on socially responsible investing. We will also explore how to integrate Catholic social teaching into the investment process through screening, engagement, and proxy voting. Whether the discussion is about human trafficking, climate change, or life ethics, this session is sure to be interactive and thought provoking and provide you with the tools and resources to be an active owner of your shares. What’s in your portfolio?