November's release of the USCCB's revised socially responsible investing guidelines has Catholic fiduciaries wondering: What's changed? And, how should we adapt to this new guidance? Exploring these questions is the focus of the second webinar in our new series, which emphasizes principles of mission-aligned investment programs for Catholic institutions. The webinar brings forth ideas for implementing the USCCB guidelines in institutional portfolios, and dispelling certain performance myths about Catholic-aligned portfolios. This webinar features: Scott Malpass, CIS Co-Founder & Board Chair and retired CIO of the University of Notre Dame; Steve Schott, Principal and Senior Director, Institutional Religious Retirement and Foundation Services, CapTrust; and Bernard Brenninkmeijer, Executive Director of Constanter Philanthropic Services, Chairman of Porticus North America Foundation and Board member of FADICA. Highlights The guests for today's show: Who are they? The newest guidelines when it comes to gathering data and implementation How the guests are allocating the assets as a Catholic fiduciary The difference between the US and European guidelines What the IOR or the Vatican bank is and their policies What has changed with the newly revised USCCB guidelines Practitioner's approach in starting investing What giving up on returns mean and how it can impact investing Advice to investors who want to invest in climate change related projects The rate of return on projects from non-profit organizations Is it better to be a shareholder and influence the actions of an organization rather than not owning a stock? Episode Resources Connect with Catholic Investment Services https://catholicinvest.org/about-us/ https://catholicinvest.org/about-us/#board-of-trustees https://catholicinvest.org/contact-us/ 

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