While even long term investors have been shaken by the recent worst overall stock market returns in decades, I thought it appropriate to share my answers to questions I've received about the investments held by the various Christian Brothers Trusts benefitting all the programs serviced by Christian Brothers Services. Each Trust has its own investments that are not commingled with any other Trust. The investments are made adhering to investment objectives and guidelines established by the Trustees usually recommended by separate investment committees.
Diversification ranks high as an important strategy in all the portfolios.
The investments are managed by professional licensed investment managers that survive rigorous screening by the Trust's investment advisors, investment committees and trustees. Yes, to the extent they can be managed practically and cost effectively. For example, the Bishops Guidelines may be used along with shareholder activism and screens.