Free tools for sound governance
Templates, checklists and frameworks that institutions can adapt to their own context, together with the documents of the Magisterium that ground our work.
Practical governance tools
Investment Policy Statement Templates
The IPS Framework for Religious Institutions: model architecture, drafting guide and annotated template.
Download PDFGovernance Checklists
The Catholic Investment Governance Framework: principles, roles, decision processes and control mechanisms.
Download PDFDue Diligence Frameworks
The Catholic Values Investing Due Diligence Questionnaire for selecting and monitoring asset managers.
Download PDFResearch Publications
The Institute's institutional profile, advisory framework and solutions catalogue.
Download PDFThese documents are provided for educational purposes and do not constitute investment advice. Please cite the Catholic Finance Institute when referencing them.
Executive education documents
Ethical foundations
Encyclicals, documents of the Magisterium and official guidelines that form the ethical foundation of Catholic finance and investment governance. The official texts are available from the Holy See and the issuing bodies.
Mensuram Bonam
Faith-based measures for Catholic investors: practical criteria to help institutions and asset managers align portfolios with the Social Doctrine of the Church.
Guidelines on ethical and sustainable investment
Guidance for dioceses and Catholic institutions towards asset management inspired by ethical, transparent and socially responsible criteria.
Laudato Si'
The encyclical on integral ecology, redefining social and environmental responsibility and influencing sustainable finance.
Fratelli Tutti
On fraternity and social friendship, and the social function of property and the economy.
Oeconomicae et pecuniariae quaestiones
Considerations for an ethical discernment regarding some aspects of the present economic-financial system.
Rerum Novarum
The founding document of modern Catholic Social Teaching on capital, labour, human dignity and economic justice.