Management Company: (1) Knights of Columbus Asset Advisors LLC, Sub-Adviser-Boston Advisors LLC, (2) Knights of Columbus Asset Advisors LLC.
Funds Affected*: (1) Catholic Investor International Equity Fund, Catholic Investor Large Cap Growth Fund, Catholic Investor Large Cap Value Fund, Catholic Investor Small Cap Fund, (2) Catholic Investor Limited Duration Bond Fund, Catholic Investor Bond Fund
Principal Sustainable Investment Strategy: Values Based, Exclusions
Summary:
The funds make investment decisions consistent with the United States Conference of Catholic Bishops’ Socially Responsible Investing Guidelines (the “USCCB Guidelines”). There are six major themes included in these guidelines:
- Protecting human life
- Promoting human dignity
- Reducing arms production
- Pursuing economic justice
- Protecting the environment
- Encouraging corporate responsibility
The funds therefore are designed to avoid investments in companies that are believed to be involved with abortion, contraception, pornography, stem cell research/human cloning, weapons of mass destruction, or other enterprises that conflict with the USCCB Guidelines. The policies and practices of the companies selected for the funds are monitored for various issues contemplated by the USCCB Guidelines.
*Previously called Knights of Columbus funds.
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