For this installment, we’re reintroducing a few key concepts about how the Institute’s investments are managed.
Our primary responsibility is to manage investment risk and return to meet the Institute’s current and future financial needs. These include retirement and ministry support, formation, and Generalate operations, among others.
We seek to broadly align the Institute’s core investments with our congregational values. This entails excluding investments that are inconsistent with Catholic values, selecting stocks and bonds with best-in-class social, environmental, and governance records, and exercising our shareholder rights to advocate for issues of social and ethical concern.
Lastly, a small portion of the global portfolio is designated for Impact Investments. This new ministry intentionally seeks positive social outcomes through financial investing in businesses and organizations serving vulnerable communities around the world. For instance, we made a small loan to a business in the Philippines that provides fair wage employment for women who have been rescued from human trafficking, while also offering psychosocial, educational, and health services to the women. The loan is repaid from profits from the business.
Discover more: https://www.youtube.com/watch?v=ObLKXCMagmc&t=837s.
Gregory Lane and Kayoko Lyons
on behalf of the Generalate Finance Portfolio