Catholic faith consistent investments

The safeguarding of creation, creation itself and human dignity are fundamental Catholic principles and values that guide the investment choices of the Institute, which operates internationally whilst fully adhering to Social Doctrine of the Church. The Institute does not place the principle of maximum possible profit at the heart of its activities, but rather that of compatibility with norms of morality whilst simultaneously respecting international banking standards and best practices.

Respecting the principles and values that inspire it, the Institute selects the companies and States in which to invest and which operate in observance of Catholic ethics, and it bases its investment strategies on prudent management choices consistent with the Social Doctrine of the Church.

To implement the selection criteria and control measures needed to ensure ethical compliance and the integrity of chosen companies, the Institute has developed a sustainable and responsible investment policy, consistent with Social Doctrine of the Church and inspired principally by the guidelines indicated by Pope Benedict XVI and Pope Francis in some of their most significant encyclicals and exhortations:

This is a complex and demanding activity – carried out by a dedicated group of professionals – which involves periodic monitoring and reviews, aimed at verifying adequacy and consistency with respect to the evolution of the economic scenario and environmental, political and social contexts.

There are five cornerstones of this proprietary methodology for investment choices, in accordance with the risk and return profile of the clientele. The first four are the Sanctity of human life, respect for human life, environmental protection, and combating addictions, to which is added a further “exclusion grid”, deriving from the application of social responsibility and sustainability based on the 10 principles of the United Nations Global Compact.