 |
|
What's New
|
 |
|
June 2009 Active Ownership Update Available
Download the latest Active Ownership Update for a mid-year overview of CBIS' Active Ownership initiatives by clicking here. You can also visit the Shareholder Advocacy Directory for a comprehensive look at CBIS' work with corporations around the globe.
|
|
|
|
|
|
|
|
|
|
PRINCIPLES Moves to Electronic Distribution
As part of CBIS' commitment to environmental stewardship, PRINCIPLES, CBIS' quarterly newsletter, is now being distributed exclusively through our website. To read the new issue, click here. To sign up for E-Delivery to be contacted when new issues are available, click here.
|
|
|
|
|
|
|
|
|
|
CBIS Introduces CBIS Global
CBIS has introduced CBIS Global to serve Catholic institutions in Europe and beyond. Read more about CBIS Global here.
|
|
|
|
|
|
|
|
|
|
Cash Out or Jump In?
While cash may seem like a safe refuge in this turbulent market, low cash yields and the potential for a strong stock rebound may make a shift to cash a costly move. For CBIS' perspective on actions participants can take in this market, click here.
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Los Angeles Capital Management Named as New CUIT Growth Fund Manager
Los Angeles Capital Management has been selected to replace Sands Capital Management as co-manager of the CUIT Growth Fund. For more information, click here.
|
|
|
|
|
|
|
|
|
What Now?: A Q&A with Frank Haines, Chief Investment Officer
As the financial crisis continues, Frank Haines, Chief Investment Officer, offers his perspective on the current market environment and discusses actions participants can take in these volatile times. For the full Q&A, click here.
|
|
|
|
|
|
|
|
|
CBIS Releases Results of 2008 SRI Survey
CBIS has released the results of the 2008 SRI Survey, evaluating the priorities and opinions of Catholic institutional investors. For the full press release, click here.
|
|
|
|
|
|
|
|
|
CBIS Offers Condolences to Family and Friends of Raoul L. Carroll, CBIS Board Chairman
Raoul L. Carroll, CBIS Board Chairman, has passed away. He was a trusted friend and colleague and will be greatly missed. We offer our sincere condolences to his family and friends. For more information, click here.
|
|
|
|
|
|
|
|
|
Catholic Perspectives on the Financial Crisis
Br. Michael O'Hern, President and Chief Executive Officer, offers his view of the ethical implications of the current financial crisis. Click here to read the article.
|
|
|
|
|
|
|
|
|
CBIS Withdraws Resolution at Cisco After Progress on Executive Compensation
CBIS has withdrawn a resolution regarding "Say on Pay" after Cisco agreed to discuss the issue at the board level. To view the press release issued by CBIS, click here.
|
|
|
|
|
|
|
|
|
You're Invited to the CBIS/CBS Joint Reception at NATRI
If you're attending the NATRI Conference in November, please stop by the CBIS/CBS Joint Reception on Thursday, November 20. For more information, click here.
|
|
|
|
|
|
|
|
|
CBIS Hosts Participant Conference Call
On Friday, October 31, CBIS hosted a conference call with Frank Haines, CIO, discussing the current market turmoil. Stream or download a replay of the call here.
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Chief Executive Officer Br. Michael O'Hern Interviewed in The Wall Street Transcript
The Wall Street Transcript, a weekly compendium of interviews with leading executives and investors, featured an interview with Br. Michael O'Hern in its September 8, 2008 issue. To download a copy of the interview, click here.
|
|
|
|
|
|
|
|
|
Questions and Answers with Frank Haines
October 6: Frank Haines, Chief Investment Officer, recently sat down to answer questions about the current market environment, liquidity in the RCT Flex Cash Fund and the impact of CBIS' emphasis on quality, among other topics. Read his responses here.
|
|
|
|
|
|
|
|
|
Frank Haines on Relevant Radio
On Thursday, October 9, at 7:00 AM Eastern, Chief Investment Officer Frank Haines will appear on the Morning Air show on Relevant Radio to discuss the current market environment. To find a station in your area or to listen online, visit www.relevantradio.com.
|
|
|
|
|
|
|
|
|
Principled Protection: CBIS' Investment Process and the Current Market Environment
October 1: CBIS' investment process has enabled us to avoid many of the serious investment pitfalls exposed by the current market crisis. Find out how here.
|
|
|
|
|
|
|
|
|
An Update on the RCT Flex Cash Fund
September 19: Frank Haines, CBIS' Chief Investment Officer, provides an update on the positioning of the RCT Flex Cash Fund given the volatile market environment. Click here to read.
|
|
|
|
|
|
|
|
|
Frank Haines, Chief Investment Officer, Comments on Market Volatility
September 17: September has brought significant volatility to both the stock and bond markets. Frank Haines offers his perspective on the current financial turmoil here.
|
|
|
|
|
|
|
|
|
CBIS Announces New Executives and Promotions
CBIS has brought Frederick M. Devlin on board as Vice President of Business Development & Marketing and Dan Nielsen has joined as the Director of Socially Responsible Investing; James Grant has been promoted to Vice President of Participant Services and Julie Tanner has been promoted to Assistant Director of SRI. For more information, click here.
|
|
|
|
|
|
|
|
|
Invesco Named as CUIT Market Neutral Sub-Adviser
Invesco Ltd. has been named as a sub-adviser on the CUIT Market Neutral Fund, replacing Freeman Associates. The firm joins Analytic and Martingale in managing the Fund. For more information, please click here.
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
SRI News
|
Investors Call on ILO to Ensure End of Child Labor in Uzbekistan
6/17/2009 - Letter from investors to the ILO cites documentation that rights abuses continue in Uzbek cotton harvest, and asks the organization to monitor fall 2009 harvest.
|
Industry Initiatives Help Companies Adapt to Expectations on CSR Issues
6/15/2009 - Report by the Ethical Corporation Institute finds examples of success among industry initiatives that address CSR, but others that have yet to meet the expectations of stakeholders.
|
Obama Administration Proposes Legislation on Say-on-Pay
6/11/2009 - Legislation would authorize the SEC to require annual shareowner votes on executive compensation, and would require standards of independence for corporate compensation committees.
|
Damage to Ecosystems Can Lead to Financial Losses and Reputational Risks for Companies
6/10/2009 - Report by Eurosif and oekem research finds that risks to five industrial sectors can be offset by attention to biodiversity. The financial services sector faces risks and opportunities as well.
|
Investors Must Lead Efforts to Reduce Climate Change Risks
6/2/2009 - Report by the United Nations Global Compact finds opportunities in a transition to a low-carbon economy to be challenged by the urgency of climate change risks.
|
Hybrid Boards of Directors Can Lead to Increased Share Values
5/29/2009 - Study by the Investor Responsibility Research Center Institute and PROXY Governance finds that efforts by activist institutional shareowners to seat dissident board members correlates with increased share prices.
|
Global Business Leaders Issue Call for Effective Climate Change Treaty
5/28/2009 - At the World Business Summit on Climate Change, statement by business leaders outlines issues that an effective climate change treaty must address.
|
Effective Policies Can Limit Competitiveness Impacts of Climate Change Legislation
5/22/2009 - In the second of a two-part series, the climate change policy implications of the Pew Center's report on competitiveness impacts on US business are explored.
|
Companies Are Slow to Adopt Interactive Technologies in GRI Reporting
5/21/2009 - Study by the Global Reporting Initiative finds that while most companies provide sustainability information on their web sites, access by users can be hampered by inconsistent terminology.
|
How Will Climate Change Legislation Affect US Competitiveness?
5/20/2009 - Report from the Pew Center on Global Climate Change finds that a flexible cap-and-trade program can reduce emissions while protecting vulnerable industries from foreign competition. First of a two-part series.
|
Corporations Show Improvement on ESG Issues, but Have a Long Way to Go
5/19/2009 - Research by EIRIS finds that financial institutions score the lowest in managing their ESG risks.
|
Report Finds that Electric Utilities Are Unprepared for Carbon Regulation
5/1/2009 - A new report by the Carbon Disclosure Project finds that disclosure by electric utilities on greenhouse gas emissions has improved, but falls short of the demands of a low carbon economy.
|
PepsiCo Agrees to Policy Respecting Human Right to Water
4/28/2009 - Shareowner advocates led by NorthStar Asset Management succeed in engagement with PepsiCo on resolution calling for adoption of water management policy.
|
Toy Companies Are Failing to Address Climate Change
4/24/2009 - Research by Climate Counts finds that toy and children's equipment manufacturers score the lowest of all industry sectors, with eight of thirteen companies receiving scores of zero.
|
European Commission Is Urged to Mandate ESG Reporting by Corporations
4/22/2009 - Report from Eurosif recommends regulatory action to increase transparency in corporations and institutional investors, and to enhance the rights of shareowners.
|
2008 Sees Increases in CSR Reporting and Adherence to GRI Guidelines
4/20/2009 - CorporateRegister.com users vote Vodafone as best CSR report overall for the second year in a row, and Royal Dutch Shell for best carbon reporting.
|
Corporate Efforts to Help Eradicate Human Trafficking and Child Sex Tourism are Insufficient
4/9/2009 - Organizations dedicated to the eradication of human trafficking and child sex tourism find that US companies are especially reluctant to take action. Second of a two-part series.
|
Human Trafficking and Child Sex Tourism: Crimes of Global Proportions Intersect with Corporate Responsibility
4/7/2009 - Activist shareowner engagement leads to progress in corporate action against human trafficking and child sex tourism, but much work yet remains to be done, especially among US-based corporations. First of a two-part series.
|
Insurers Improve Response to Climate Change
4/3/2009 - Report from Ceres finds increased awareness of climate risks, and new products and offerings, but concludes that room for improvement remains.
|
Labor Unions and Environmental Groups Join to Endorse Climate Change Legislation
4/1/2009 - The Blue Green Alliance announces support for a cap-and-trade system and a renewable electricity standard included in proposed Waxman-Markey clean energy legislation.
|
Real Estate Investors Are Encouraged to Apply Responsible Investment Principles to Property Investments
3/30/2009 - The UNEP FI Property Working Group finds that equity approaches to responsible investment can be applied to commercial property investment as well.
|
EPA Proposes Mandated National Reporting of Greenhouse Gas Emissions
3/13/2009 - The proposed rule, which would mandate annual reporting from major emitters of carbon dioxide and other greenhouse gases, could lead to mandatory limits on emissions.
|
Investors Want More Disclosure of Climate Risk Data from Corporations
3/10/2009 - CDP survey of signatory investors finds that integration of climate risk considerations into investment decisions is growing.
|
|
|
|
|
 |
| Efficient and Environmentally Friendly. Learn More
|
Partners
 |
|
CBIS Global
CBIS Global is the European division of CBIS, providing ethical investment management to Catholic institutions in Europe and beyond. In addition to its headquarters in Dublin, CBIS Global also operates a service centre in Rome, Italy.
Christian Brothers Services (CBS)
CBS administers high quality, cost-effective, cooperative programs for
Employee Health & Welfare Programs, Religious Medical Programs,
Retirement Programs, and Risk Management Programs.
Partners for the Common Good (PCG)
PCG's mission is to promote economic justice and social change by providing access to debt capital to community-based ventures.
|
|
