Catholic Investing
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Responsible Catholic Investing
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In 2021, the United States Conference of Catholic Bishops (USCCB) composed their Socially Responsible Investment Guidelines. These guidelines have helped Catholic investors keep their faith at the forefront.
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Managing Funds for Catholic Entities
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Diversification of mutual funds is achieved through investments in more than 11,000 companies.
2,600 U.S. Companies
4,250 Companies in Emerging Markets
4,500 International Companies
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Funds are carefully screened to exclude companies engaged in business that:
- Directly participate in abortion.
- Own or operate acute-care hospitals or surgical centers
- Engage in the manufacturing, development or distribution of abortifacants
- Derive identifiable revenues from contraceptives
- Conduct stem cell research from human embryos or fetal tissue
- Derive their income from adult entertainment, tobacco or alcoholic beverages
- Derive more than 20% of their income from gambling or gaming
- Are engaged in the production of anti-personnel or anti-vehicle landmines or their components
- Conduct business in Sudan
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Pooled Investments
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The Foundation operates a pooled investment program, providing economy of scale and reducing investment costs/fees. Parishes, schools and Catholic organizations recognized by the Catholic Diocese of Cheyenne are eligible to participate in this program.
The pooled investment program allows Catholic organizations in Wyoming to utilize the expertise of our investment managers and to keep costs low. Those groups who invest with us maintain full ownership, but realize the benefits of pooling funds with other groups. This enables Catholic dollars to go further to accomplish faith-based ministries and programs.
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Because individual investors are teamed and the assets are greater than they would be as a standalone fund - the management fees charged by the brokerage firm are much lower. WCMF also charges a nominal fee for administrative costs.
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Wyoming Catholic Ministries Foundation does not seek to offer professional tax, legal or accounting advice. Please consult a qualified professional advisor.
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