The Faith-Aligned Values Lens

In addition to industry-standard due diligence practices, we assess each opportunity through an additional faith-aligned "lens." This Lens, based on Catholic Social Teaching, provides a filter to ensure that each opportunity is directed toward the Common Good.

The "Lens" consists of two assessments. In tandem, these offer a negative screening (the Social Responsibility Matrix) to eliminate potentially harmful options and a positive impact assessment (the Impact Investment Scale) to help magnify opportunities directed to enhance the common good.

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The Social Responsibility Matrix

Each investment has an impact. We first ensure that each opportunity avoids harming individual human dignity and the common good. To screen them , deals are assessed through our Social Responsibility Matrix.

***The Social Responsibility Matrix only provides a scale to measure the morality of the opportunity. It does not assess the viability of the investment nor philanthropic endeavor.***

Each deal is evaluated through a list of exclusions which includes offenses against human life, human dignity, the common good, and the environment.

Each category receives a rating. It is either not problematic (green), problematic (red), or there is some reason for caution (yellow). If any part of a deal is deemed "Problematic", we will not move forward with it. If there is "reason for caution," the deal may be presented for consideration with explanations.

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The Impact Investment Scale

Many investors want their investments to be more than merely acceptable. They want to make an impact. However, there are few consistent industry standards to define "impact investments."

We created a simple, objective assessment to help investors discern whether an investment may be considered an "impact investment." We define each opportunity as Neutral, Toward the Common Good, or Impact.

Neutral: We view these opportunities to be morally neutral and not directed toward any special social good.

Toward the Common Good: These opportunities make a demonstrated effort to advance the common good either by eliminating structures that could lead to sin or by enhancing morally good action.

Impact: These opportunities directly advance the common good either by intentionally eliminating structures of sin or enhancing a moral good.

This assessment should be used as an indicator by investors who are inclined to investments with a higher potential for impact.

While our assessment provides insight regarding the level of impact an investment may have, it is not a prediction of successful outcomes. The assessment is based solely on the intent expressed in the security marketing and other docs and interviews with the management team.

***The Impact Scale only provides a scale to determine potential social impact of an opportunity. It does not assess the viability of the investment or philanthropic endeavor.***