Institutional organizations such as Catholic dioceses, churches, parishes and Catholic universities are often challenged to align their investment portfolios with their core values, without sacrificing diversification or return potential.
Our two Catholic value screened funds support those efforts.
These funds bring:
- High quality, multi-manager products, including global equity and global bond fund options, that align with Catholic values
- Screening based on the United States Conference of Catholic Bishops directives
- The ability to provide daily net asset value and custom unique naming of funds
- Custom screens to remove conflicts (SRI) and overweight in support of Catholic values
For more information about these funds, please complete the following short form.
Catholic Values Funds Information Request
Use SRI and ESG Screening to Support Your Mission
We ensure you align your investment philosophies with your core values, without sacrificing quality investments and goals.More on SRI ESG Investing
Are you an individual investor?
If you are looking to invest your personal assets in our Catholic Values Funds, they are available to individuals through a Fidelity brokerage account.Read our FAQ
The Funds are not authorized or sponsored by the Roman Catholic Church and the United States Conference of Catholic Bishops has not endorsed SEI Investments Management Corporation (SIMC), its investment management activities and/or the Funds.
Information provided by SEI Investments Management Corporation (SIMC), a registered investment adviser and wholly owned subsidiary of SEI Investments Company.
To determine if the Funds are an appropriate investment for you, carefully consider the investment objectives, risk factors and charges and expenses before investing. This and other information can be found in the Funds’ summary and full prospectuses, which may be obtained by calling 1-800-DIAL-SEI. Read it carefully before investing.
There are risks involved with investing, including loss of principal.