Where values meet value: Faith-based investing in a changing world

Faith-based investing is evolving quickly, driven by advances in data, greater transparency, and more sophisticated portfolio design. Today, some investors are demonstrating their conviction through a range of strategies that seek to align mission with return.

In this episode of Critical Thinking, host Michael Lernihan, Global Commercial Leader for Mercer’s Investments and Retirement Business, presents “Where Values Meet Value”, a compelling discussion on faith-based investing in today’s evolving landscape. Joined by Jeffrey McCroy, President & CEO of Christian Brothers Investment Services (CBIS), and Tom Digenan, Chief Investment Officer, the conversation delves into how CBIS’ mission to transform the world through “Catholic Responsible Investments” is adapting across markets, and how they approach faith-based investing. 

This content is for institutional investors and for information purposes only. It does not contain investment, financial, legal, tax or any other advice and should not be relied upon for this purpose. The materials are not tailored to your particular personal and/or financial situation. If you require advice based on your specific circumstances, you should contact a professional adviser. Opinions expressed are those of the speakers as of the date of the recording, are subject to change without notice and do not necessarily reflect Mercer’s opinions.

This does not constitute an offer or a solicitation of an offer to buy or sell securities, commodities and/or any other financial instruments or products or constitute a solicitation on behalf of any of the investment managers, their affiliates. For the avoidance of doubt, this is not formal investment advice to allow any party to transact. Additional advice will be required in advance of entering into any contract.

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