Public HTML RI reports - PRI reporting framework 2017

Christian Brothers Investment Services, Inc.

PRI reporting framework 2017

Basic Information [OO 01 - 09] Gateway asset class implementation indicators [OO 10 - 12]

Investment policy [SG 01 - 04] Objectives and strategies [SG 05 - 06] Governance and human resources [SG 07 - 08] Promoting responsible investment [SG 09 - 11] Implementation not in other modules [SG 12 - 16] Innovation [SG 17]

Indirect – Manager Selection, Appointment and Monitoring

Overview [SAM 01 - 02] Listed Equity and Fixed Income Strategies [SAM 03 - 04] Selection [SAM 05 - 06] Appointment [SAM 07.1 - 07.2-5] Monitoring [SAM 08 - 10] Outputs and outcomes [SAM 11 - 12]

Direct - Listed Equity Active Ownership

Engagement [LEA 01 - 16] Overview [LEA 01 - 02] Process [LEA 03 - 10] Process for engagements run internally [LEA 03 - 04] Process for engagements conducted via collaborations [LEA 05 - 06] Process for engagements conducted with/on your behalf by service providers [LEA 07 - 08] General processes for all three groups of engagers [LEA 09 - 10] Outputs and outcomes [LEA 11 - 15] Communication [LEA 16] (Proxy) voting and shareholder resolutions [LEA 17 - 27] Overview [LEA 17] Process [LEA 18 - 22] Outputs and outcomes [LEA 23 - 26] Communication [LEA 27]

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You are in Indirect – Manager Selection, Appointment and Monitoring » Communication

Communication

SAM 13. Disclosure of RI considerations

13.1. Indicate if your organisation proactively discloses any information about responsible investment considerations in your indirect investments.

Yes, we disclose information publicly

provide URL https://cbisonline.com/us/catholic-responsible-investment/

provide URL https://cbisonline.com/us/catholic-responsible-investment/diversified-portfolio/

13.2. Indicate if the level of information you disclose to the public is the same as that disclosed to clients and/or beneficiaries.

Yes

13.3. Indicate what type of information your organisation proactively discloses to the public and clients and/or beneficiaries about your indirect investments.

How responsible investment considerations are included in manager selection, appointment and monitoring processes

Details of the responsible investment activities carried out by managers on your behalf

E, S and/or G impacts and outcomes that have resulted from your managers’ investments and active ownership

Other, specify

          We publicly disclose detailed information about CBIS' Active Ownership activities related to those investments, and implemented in-house by CBIS staff.

Yes, we disclose information to clients/beneficiaries only

We do not proactively disclose information to the public and/or clients/beneficiaries

13.4. Additional information. [Optional]

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