On November 12, 2003, the U.S. Conference of Catholic Bishops introduced their groundbreaking "Socially Responsible Investment Guidelines".
As concerned stewards, they wrote:
The United States Conference of Catholic Bishops (“USCCB”, “Conference”) is called to exercise faithful, competent and socially responsible stewardship in how it manages its financial resources. As a Catholic organization, the Conference draws the values, directions and criteria which guide its financial choices from the Gospel, universal church teaching and Conference statements. In order to function effectively and to carry out its mission, the Conference depends on a reasonable return on its investments and is required to operate in a fiscally sound, responsible and accountable manner. The combination of religious mandate and fiscal responsibilities suggests the need for a clear and comprehensive set of policies to guide the Conference’s investments and other activities related to corporate responsibility.
Since 2006, we have used a defined process to implement these Guidelines based on our extensive experience. We developed the FFV Scorecard® to capture our proprietary process of screening based on the Guidelines. We have proprietary data on more than 30,000 domestic and international companies and bond issuers.
We offer both a list service based on popular indexes and can also apply a custom faith-based screen for our clients' specific needs. We also provide ongoing stock monitoring for our clients.
We can also apply screening to co-brand a product for an investment manager for sale in the marketplace.
IWP Portfolio Audit
A one-time audit of your entire portfolio, including asset allocation, expenses and Catholic Values screening.
One-time assessment of portfolio
List of holdings that fail the USCCB Screen
List of holdings that fail the FFV Scorecard® Screen
Percentage of holdings that fail screens
Breakdown of holdings that fail by screening area
Comprehensive asset allocation assessment
Review of past performance
Summary of fees being paid