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CBIS to Launch Market Neutral Fund
CBIS is pleased to announce that the CUIT Board of Trustees approved the formation and launch of the CUIT Market Neutral Fund.
- The CUIT Market Neutral Fund will target a positive investment
return in up and down stock markets, and in periods of rising interest
rates, when bonds suffer capital losses.
- The Market Neutral Fund offers a distinct and complementary
alternative to existing CUIT equity and RCT fixed-income funds, and can
address a wide variety of participant investment needs.
- A market neutral allocation can reduce overall portfolio volatility, and may enhance long-term portfolio returns.
- The CUIT Market Neutral Fund will incorporate CBIS' full SRI program.
We are now accepting capital commitments.
Check this page regularly for news and program updates.
- CBIS Participants:
We strongly encourage all CBIS participants to learn about this
exciting new investment option, and invite you to speak to your CBIS
Advisor about the role a Market Neutral allocation can play in your
organization's portfolio. If your organization works with an investment
management consultant, your CBIS Advisor will work through and with
your consultant to service your organization.
- Other Catholic Organizations:
If you are not a CBIS participant and would like to learn about the
CUIT Market Neutral Fund, please contact Robert Stelben, Marketing
Director, 800 592 - 8890 ext. 112.
Market Neutral Learning Resources
- Market Neutral Overview
Download a PDF overview of CBIS' CUIT Market Neutral Fund.
- CBIS Selects Market Neutral Sub-Advisers
Freeman Associates, Analytic Investors and Martingale Asset Management
were recently chosen as sub-advisers for the CUIT Market Neutral Fund,
the industry's first Catholic socially responsible market neutral
program. Complementary investment styles with low alpha correlations
make this an advantageous market neutral manager line-up.
- Market Neutral Primer: The Ethics of Short Selling
The CUIT Market Neutral Fund will be the first CBIS investment program
to employ short-selling as a risk management strategy. Some CBIS
participants have expressed a desire to learn more about the ethical
implications of short selling. Here's an overview, first published in
the April 2004 PRINCIPLES.
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