Research that informs institutional decisions
Rather than generic commentary, our publications deliver rigorous, evidence-based frameworks, practical guidance and policy recommendations.
Six fields of inquiry
Catholic Finance
The principles of Catholic Social Teaching translated into operational criteria for the management of resources.
Asset Management
Strategic management of financial and real assets to preserve capital and sustain institutional objectives across generations.
Investment Governance
Oversight frameworks: asset allocation, risk management, portfolio monitoring and fiduciary decision-making.
Sustainable Finance
ESG factors read through Laudato Si' and integral ecology, with clear distinctions from Catholic criteria.
AI and Finance
Artificial intelligence for decision support, risk management, research and ethical oversight.
Religious Institutions
Treasury, liquidity and long-term liabilities of dioceses, congregations, foundations and universities.
Flagship papers
The Institute's open-research publications. They may be referenced or quoted for academic, journalistic or non-commercial purposes with full credit to the Catholic Finance Institute.
Catholic Investment Governance Framework
Principles, structures and practices for the stewardship of ecclesiastical patrimony: roles, responsibilities, decision processes and control mechanisms for prudent, transparent and sustainable asset management.
Investment Policy Statement Framework for Religious Institutions
A model architecture, drafting guide and annotated template: objectives, risk tolerance, strategic allocation, manager selection, monitoring and the integration of Catholic ethical criteria.
Catholic Values Investing Due Diligence Questionnaire
A standardised instrument and evaluation framework for the selection and monitoring of asset managers, banks and management companies by religious institutions.
How we publish
White Papers
Comprehensive analytical publications on emerging trends, strategic challenges and future developments in Catholic finance, investment governance and sustainable finance.
Research Reports & Notes
Applied research with technical analysis and operational frameworks on asset allocation, manager selection, governance, AI, ESG integration and committee practice.
Working Papers
Work in progress shared with the academic and professional community for discussion and review.
Position Papers
Concise thought-leadership on investment governance, ethical finance, fiduciary responsibility and institutional asset management.
Annual Outlook
A yearly perspective for religious institutions on markets, governance priorities and stewardship themes.
Guidelines & Frameworks
Operational tools — IPS, due diligence questionnaires, governance frameworks and implementation guidelines for committees and boards.
Publications are released periodically through the Institute's research programme and distributed across its international academic and professional network. Selected research notes and insights are reserved to members of the network and institutional partners — see Membership.
About our work
Institutional Profile
The Institute's mission, activities, research agenda and institutional model.
Institutional Advisory Framework
Governance, stewardship and investment oversight for religious institutions: the Institute's advisory model.
Institutional Solutions Catalogue
The catalogue of research, advisory, education and analytics solutions.
Executive Education Prospectus
Programmes and masterclasses in governance, stewardship and investment leadership for the Catholic world.
Sponsor or co-develop research
The Institute collaborates with asset managers, banks, foundations and institutional partners to develop independent research on Catholic finance, investment governance, stewardship and faith-based investing: white papers, annual reports, industry surveys, position papers and research notes.
Research partnerships- Independent editorial direction
- Co-branded publications where appropriate
- Executive presentations of findings
- Participation in forums and roundtables