Trinity Fiduciary Partners has developed the Catholic Scorecard based on the moral and social justice teachings of the Catholic Church in order to make investment decisions. Like other faith-based or socially responsible mutual funds, some companies are excluded based on certain activities. However, the Catholic Scorecard provides another dimension of screening, which allows other positive and negative attributes of a company to be included in the review process (see a list of categories).
The Catholic Scorecard is used in the decision making process for the Epiphany Funds. For more information on using the Catholic Scorecard as part of an institutional product including a seperate account, please call us at 877-334-1283 or send an email to info@trinityfiduciary.com.
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