The principles underlying our socially responsible investment approach reflect the teachings of the Church and the shared values and beliefs of those who have entrusted this responsibility to us:

Human Dignity - Human beings are created in God’s image.  The economy exists to serve the human person, not the other way around.

Justice - The moral measure of any economy is how the weakest are faring. A fundamental concern for investors and corporate executives must be the impact of their actions on the well being of families and children, particularly the poor.

Stewardship - We are stewards of God’s creation, which it is our responsibility to nurture, respect, preserve and protect for future generations.

Shared Prosperity - Wealth is a gift to be shared, and work must be fairly and justly rewarded.

Responsible Ownership - Ownership of capital should be used to promote corporate social responsibility and the common good.

Corporate Social Responsibility - Businesses must be responsible not only to their shareowners but to all stakeholders, employees, communities, the environment and the public.