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No Performance Penance Needed: Catholic Values and Passive Equity Investing

November 1, 2021
Faith-based individuals and institutions have a long, important history of integrating their values into their financial decisions. However, we still occasionally hear from advisors and consultants that they can be hesitant to recommend a Catholic values–aligned portfolio for fear of sacrificing returns. Instead of thinking Catholic values investing is destined for underperformance, it might be time to reconsider this perspective. Learn how Catholic investors can have it all.
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Andrew Subkoviak, CFA

Director, Portfolio Management

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Responsible investing-SRI-ESG, Wealth manager, Institutional investor