Mission has a unique and long history working with Catholic religious orders, dioceses and their related entities, including retirement trusts, foundations and cemeteries. We are familiar with their structures and processes, investment, accounting and reporting needs, and special processing needs.
Unlike other kinds of organizations, religious typically have irreplaceable assets. We recognize this. Perhaps an order has sold its motherhouse or novitiate and surrounding property, scaled down to a smaller location, and has retained a portion of the proceeds to fund support for its members’ retirement needs. Mission’s strategy recognizes the importance of capital preservation in religious congregations and adjusts for investments risks that pose a significant downside threat to that capital.
Mission also provides program consulting, asset custody service and can serve as a fiduciary and corporate trustee. We have extensive history and experience helping religious organizations design and implement their investment programs along a full continuum of services—ranging from initial objective setting and investment policy design to selection of asset custodians to portfolio management, reporting and performance analysis.
Additionally, Mission is pleased to implement social screening that aligns with the objectives of you particular community. Having worked with religious for as long as we have, we are accustomed to working with individually tailored portfolios and permit our clients to direct the social screening based on their specific social priorities. We employ a range of screening tools, depending on what may be needed for effective implementation.
If you are in need of an investment manager with in-depth knowledge of the religious sector, please give us a call.