As a Catholic organization, the United States Conference of Bishops (USCCB) draws the values, directions, and criteria which guide its financial choices from the Gospel, universal Church teaching, and Conference statements. The three strategies employed:
Our Finance and Investment Committee, along with our management team, is responsible for overseeing the activity and holdings of the investment manager to ensure there is adequate compliance with the Investment Policy Statement. The Investment Policy Statement is a tool that governs the rules, goals, and objectives of the Foundation’s investment practices. Although the investment partner acts as a fiduciary, we layer in additional safeguards to ensure we are honoring our call to remain compliant with the USCCB guidelines.