A World in Transition: Catholic Investment in 2021
Featuring Merrill Lynch Bank of America
The Catholic Foundation was honored to have a dynamic lineup of speakers to provide a faith-filled market forecast for the current year on February 11th, 2021. Fund holders and friends gathered for the hour-long information session hosted with our friends at Merrill Lynch and other leaders across the country. Panelist dialogued and presented on the state of the market and the impact on values-based Catholic investing.
Our Catholic community is grateful for our fundholders who commit to faith-based investing. When we prioritize Catholic values as a community, we set an example and pave the way for a more just and hopeful world.
Get involved: the Foundation team can share what has worked for others in similar situations — or help you formulate a unique strategy just for you.
See below for some additional documents to help:
- Why We Invest: Joyfully Planting Seeds for the Future
- USCCB Socially Responsible Investment Guidelines
- The Growing Role of ESG by Savita Subramanian
- Catholic Foundation Investment Team and Committee Members
About the Panelists
Savita Subramanian
Managing Director
Head of U.S. Equity & Quantitative Strategy & ESG Research
BofA Global Research
Father Séamus Finn O.M.I.
Chief of Faith Consistent Investing
Oblate International Pastoral Investment Trust
Consultant, Index Methodology, S&P 500 Catholic Values Index
David J. Gardiner
Senior Portfolio Advisor
Vice President
Merrill Lynch
James T. Ryan
Senior Portfolio Manager
Managing Director
Global Institutional Consulting
Merrill Lynch
About Merrill Lynch
The Catholic Foundation is dedicated to the highest levels of transparency and professionalism. Working with investment advisors at Merrill Lynch, we are committed to prudent investment strategies that will maximize the impact of your fund, while always following socially responsible Catholic investment policies. Bank of America Merrill Lynch has been working with institutions like the Catholic Foundation of Michigan for more than 50 years managing and advising roughly $172 billion in assets, including $5 billion in faith-based assets.