Christian Brothers Investment Services (CBIS)

Booth 401 Platinum
Sponsorship Keynote
Website cbisonline.com
Contact Name Jeffrey A. McCroy
Title President, CEO
Address 20 N Wacker, Ste 2000
Chicago, IL 60606
Phone 312-803-4724
Email This email address is being protected from spambots. You need JavaScript enabled to view it.

Company Description

CBIS is a global asset management firm that has been a trusted partner for Catholic institutions and their advisors worldwide for more than 35 years. The firm manages $7 billion across a multitude of Catholic organizations, including dioceses, schools, hospitals, and religious institutes. Specializing in Catholic Responsible Investing℠ (CRI), a distinctive investment approach that combines research-driven screening with diligent active ownership, CBIS helps Catholic organizations align their investments with Catholic beliefs. Using CRI as an overlay, CBIS actively blends complementary institutional managers to sub-advise its full range of investment products. CBIS is a Registered Investment Advisor owned by the De La Salle Christian Brothers in the United States and the Center of the Institute in Rome. CBIS has offices in New York, Chicago, San Francisco, and Rome.

catholic investing, catholic esg, catholic responsible investing, usccb investment guidelines, impact investing, esg investing, catholic values investing, socially conscious investing, multi-manager funds, active ownership, catholic investment screening, catholic sri funds

Diocesan Fiscal Management Conference


DFMC National Office 4727 E. Bell Road, Ste. 45-358 Phoenix, AZ 85032 | (602) 992-2900 | dfmc@dfmconf.orgPrivacy Policy

Site by Solutio