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Institutional EngagementWorking with the Catholic Finance Institute
Research, education, governance and institutional partnerships for religious institutions, financial organisations and mission-driven investors.
The Institute works with partners seeking to strengthen the relationship between financial excellence, Catholic Social Teaching and responsible stewardship.
I
Research sponsorship
Independent research with asset managers, banks, foundations and institutional partners.
- White papers, annual reports, industry surveys
- Position papers and research notes
- Co-branded publications and sponsor visibility
- Executive presentations and conference participation
II
Conferences & executive roundtables
High-level events in Castel Gandolfo, Rome, universities and partner venues.
- Catholic finance and stewardship
- Asset management
- Artificial intelligence
- Governance of religious institutions
III
Executive education
Programmes delivered in person, online or in tailored institutional formats.
- Catholic Finance Executive Programme
- Investment Governance Programme
- Catholic Values Investing Essentials
- AI for Religious Institutions
- Stewardship and Asset Management Workshops
IV
Institutional advisory
Selected governance projects for dioceses, congregations, foundations and religious organisations.
- Investment Policy Statements
- Governance reviews and committee support
- Manager due diligence
- Portfolio monitoring frameworks
- Catholic values integration
Advisory projects concern governance frameworks, policies and oversight processes. The Institute does not provide regulated investment advice, portfolio management or financial intermediation; investment decisions and their implementation remain with the institution and its authorised intermediaries.