CBIS' policy documents are provided to all CBIS fund investors (whom we call participants) and prospective investors. Since CBIS only markets its services to Catholic institutional investors, our definition of public availability is sometimes limited to those institutions that fall within that category--although many core policies and documents on RI are public, including regular updates on our engagement and policy work, real-time disclosure of our proxy voting record, screening process summaries, and many others. While we try to be as transparent as possible, we do not publish some documents available to our investors on our website when we feel the information is proprietary to our business. This is true of the details of our screening policy and process.
We have publicly disclosed our proxy votes since the technology was available and well before public funds were required to do so. We make our proxy voting guidelines available on our website, along with summary graphics to highlight key themes in our voting. The public can look up any vote cast by us in near-real time on a mini-portal on our main website.
Other Core CRI documents not listed above:
Proxy Voting Dashboard and Summary Graphics and vote look-up online:
2016 Active Ownership Annual Plan:
Sept. 2016 Active Ownership Update:
PRI Implementation Summary Public Document:
***we have a much longer response to PRI principles implementation that is an internal document, and for consultant platforms and clients. The one above is public.
Summary CRI Strategy Development Process: (summary of process, plus link to locked document)
2017 Active Ownership/Engagement Summary:
ESG/CRI Issue reports:
We also feature blogs, news articles, key ESG events and Days of Action and victories on our website on a very regular basis. We sometimes feature recorded plenary sessions and speeches on ESG topics as well.