Socially Responsible Investing

At Catholic Health Partners (CHP), we believe that we have a responsibility to manage our investment portfolio in a manner that is consistent with our mission and core values. We strive to ensure our organization's long-term financial success while remaining true to Catholic social teaching and to our commitment to the poor and underserved. Consequently, we apply social screens to our investments, and we engage in shareholder activism and proxy voting.

Social Screens
CHP seeks reasonable financial returns within acceptable risk tolerances and at the same time seeks to support organizations whose business practices, goals and products are consistent with the charitable and religious philosophy of the women's religious communities that serve as our co-sponsors.

Our investment managers are encouraged to seek companies that actively promote social and environmental well-being. CHP does not directly invest in companies that derive a significant portion of their revenues from practices or services that are contrary to the moral teachings of the Catholic Church.

Shareholder Activism and Proxy Voting
We recognize the importance of exercising our shareholder rights to raise issues of social and ethical concern with those companies in which we hold stock. Therefore, from time to time, CHP may elect to file a shareholder resolution in a company in which it owns stock or to collaborate with other shareholders in the filing of a proxy resolution.