Why Invest in
The Catholic Values portfolio was designed based on the investment guidelines of the U.S. Council of Catholic Bishops (USCCB) and chapters seven and eight of Catholic Social Teachings. Magni applied all 14 points in the USCCB guidelines. Six points relate to prohibited activities, and companies performing those activities were excluded. Eight points relate to desired activities and/or results with companies getting greater allocation for demonstrating desirable behaviors.
Magni has a repeatable process to assess the consistency of a company’s behavior with the guidance of the Church. Magni researches and scores companies for consistency with Catholic Values. The resulting portfolio recognizes and rewards companies for demonstrated good behavior.
Honesty and Transparency
The more honest and transparent a company is with its shareholders, customers, suppliers, employees, competitors, and communities in which the company operates, the greater the opportunity for a positive impact on equity valuations.
Behavior Over Intent
Measuring good governance is not easy. Just because rules and
regulations are in place does not mean that they are enforced. A
key factor in determining good governance is behavior versus self-described intent.
Please download the Magni Catholic Values Portfolio Fact Sheet for more information about the portfolio.
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