Catholic investing is the practice of aligning investment decisions with the teachings of the Catholic Church. It is rooted in Catholic Social Teaching (CST) and guided by principles such as human dignity, solidarity, subsidiarity, and the common good. The Vatican's Mensuram Bonam (2022) provides a roadmap for faith-consistent investing, encouraging investors to "engage, enhance, and exclude."

The USCCB outlines three objectives for Catholic investors:

1. Avoid harm through investment exclusions.
2. Actively promote good through positive impact.
3. Seek competitive financial returns.

Data from the Catholic Faith Investor Alliance shows that faith-based investing does not require sacrificing returns—it is both morally coherent and financially prudent.

Because your investments are an extension of your values. Catholic investing allows you to steward your resources in a way that reflects your faith and contributes to the common good. The Summit brings together leaders from dioceses, religious communities, universities, healthcare systems, charitable foundations, and family offices—representing more than $250 billion in Catholic institutional assets. These leaders are demonstrating that faith-aligned investing is not only possible but essential for the long-term flourishing of the Church and society.

Dioceses can align investments with their mission by:

1. Adopting an Investment Policy Statement (IPS) that explicitly references USCCB guidelines and Catholic Social Teaching.
2. Implementing Mensuram Bonam, the Vatican's framework for faith-consistent investing.
3. Working with Catholic-aligned asset managers and advisors who understand the intersection of faith and finance.
4. Engaging in shareholder advocacy—proxy voting and corporate engagement—to shape corporate behavior in alignment with Catholic values.
5. Strengthening the Bishop-CFO partnership to ensure mission and finance are aligned.

The Summit equips diocesan leaders with the clarity, tools, and expert guidance needed to make investment decisions that reflect both mission and prudence.

Start with education and dialogue. Mensuram Bonam provides a shared language and framework for faith-consistent investing. Here are practical steps:

1. Share the document – Provide a summary of Mensuram Bonam and its core principles.
2. onnect it to your family's mission – Show how faith-aligned investing advances your foundation's charitable goals.
3. Bring in an expert – Invite a Catholic financial advisor or investment professional to speak with the family.
4. Start small – Begin with a pilot or a portion of the portfolio to demonstrate that faith-aligned investing can deliver competitive returns.
5. Attend the Summit together – The Summit is designed to bring families, foundations, and institutional investors together to learn and discern.

For individual Catholics, the principles are the same:

• • Define your values – Start with the USCCB guidelines and Mensuram Bonam as your moral compass.
• • Screen investments – Avoid companies that contradict Catholic teaching on human life, dignity, and justice.
• • Seek positive impact – Look for investments that actively promote the common good.
• • Work with a Catholic financial advisor – The Catholic Financial Planners Network connects individuals with professionals who understand faith-aligned investing

Many Catholic individuals begin by reviewing their current holdings, engaging with their advisors on values-aligned options, and gradually transitioning their portfolios to reflect their faith.

There is no single answer. Mensuram Bonam encourages investors to "engage, enhance, and exclude"—meaning that screening decisions require discernment. Meta (formerly Facebook) raises concerns around data privacy, human dignity, and content moderation.

Catholic investors should evaluate:

• • Whether Meta's business practices violate core Catholic principles (e.g., human dignity, privacy).
• • Whether engagement (shareholder advocacy) can drive positive change.
• • Whether divestment is the most faithful course of action given the company's impact on society.

Palantir Technologies has faced scrutiny from Catholic leaders due to its contracts with U.S. Immigration and Customs Enforcement (ICE) and its role in surveillance and data analytics. Pope Leo XIV's encyclical Magnifica Humanitas (May 2026) calls for the "disarmament" of AI from "domination, exclusion, and death," raising serious ethical questions about companies whose technology enables surveillance and control.

Catholic investors should consider:

• • Does Palantir's business model align with human dignity and the common good?
• • Does the company's use of AI respect fundamental human rights?
• • Can shareholder engagement influence the company's practices?

As with Meta, the decision to screen in or out requires prayerful discernment, engagement with the company, and alignment with your institution's mission.

The Vatican has taken significant steps to establish governance and ethical oversight for artificial intelligence:

• • Pope Leo XIV established a Vatican commission on AI, placing the Holy See at the global forefront of AI ethics and governance.
• • The Rome Call for AI Ethics (2020), a Vatican-backed framework, guides the development of AI in a manner that respects human dignity.
• • Pope Leo XIV's encyclical Magnifica Humanitas(May 2026) calls for AI to be "disarmed" and redirected toward the common good.
• • Vatican City State enacted its first decree regulating AI, prohibiting discriminatory uses and establishing a special commission to oversee experimentation.

While there is no single "governance body" for all Catholic AI oversight, the Vatican's Pontifical Academy for Life, the Dicastery for Promoting Integral Human Development, and the newly established AI commission are actively engaged in shaping Catholic teaching and policy on AI.

The Vatican has moved with notable speed on AI:

• January 2025: Released Antiqua et Nova, a 30-page document on AI and emerging technologies.

• May 2026: Pope Leo XIV signed his first encyclical, Magnifica Humanitas, just months after his election, addressing AI governance, labor displacement, and human dignity.

• He also established a Vatican commission on AI and approved Vatican City's first AI decree.

The Church's deliberative processes are intentionally measured. Catholic Social Teaching emphasizes prudence—the virtue of making decisions that are both timely and thoughtful. The goal is not to match Silicon Valley's speed but to provide a moral compass that ensures technological progress serves human dignity. As one Vatican official put it: "An ethical approach to AI is not enough"—the Church must offer a vision of humanity that transcends technology.

The Catholic Faith Investor Summit is the premier annual gathering for Catholic institutional investors committed to faith-aligned stewardship. The inaugural 2025 Summit convened over 100 delegates representing more than $250 billion in Catholic institutional assets. The event opened with Mass at St. Patrick's Cathedral, concelebrated by Cardinal Timothy Dolan and Cardinal Peter Turkson, who received the Innovator Investor Award for his work on Mensuram Bonam. The 2026 Summit takes place September 16–17, 2026 at the New York Athletic Club.

The 2026 Summit takes place September 16–17, 2026 at the New York Athletic Club.

Vision: A global community of Catholic institutional investors advancing faith-driven investing through collaboration, innovation, and the faithful stewardship of capital in service to the Church and the common good.

Mission: To convene Catholic institutional investors, Church leaders, and financial professionals to develop practical frameworks for implementing faith-consistent investing, build lasting relationships across institutions, and accelerate the deployment of Catholic capital toward mission-aligned outcomes.

Purpose: : We believe that capital is a gift to be stewarded faithfully. The Catholic Faith Investor Alliance exists to equip institutional investors with the tools, networks, and confidence to invest in ways that honor Catholic social teaching while delivering strong risk-adjusted returns.

Based on verified data from the 2025 Summit, attendees break down as follows:

Geographic Distribution:

Key Institutional Partners (as of August 5, 2026):

• Sage Advisory Services (fixed-income partner)
• Breckinridge Capital Advisors (fixed-income partner)
• Faith Investor Services (faith-aligned equity portfolios)
• Pray Investment Management (active strategies)
• LCP Institutional (governance expertise)
• Marsh (governance expertise)
• Forest Hills Capital Management (investment consulting)
• Crescite Innovation Corporation (Catholic digital asset infrastructure)

The Summit is designed around four audience pillars, each addressing a distinct segment of Catholic institutional investors:

Each session is designed to speak directly to the pain points of these four groups. A CIO does not care about what a Family Office cares about— and the Summit ensures that every attendee hears content relevant to their role.

Each thematic pillar answers the "how" question—demonstrating value, not just theory. Every session at the Summit is anchored in one of these four themes.

The 2026 Summit agenda is organized around five thematic tracks, each addressing a critical dimension of Catholic institutional investing:

Each session is designed to deliver actionable insights, not just theoretical discussion.

Registration fees vary by attendee type and registration period.

Clergy (Cardinals, Bishops, Vicars of Finance): Complimentary

Scholarships: Available for religious congregations

Advisors, Consultants, Asset Allocators, and Investors:

Religious Organizations (Diocese, Eparchy, Foundation, Non-Diocesan Religious Organization):

The current registration deadline is August 15, 2026. For the most current rates, visit catholicfi.com/register

Coffee Break Sessions are free, pre-Summit virtual sessions designed to give prospective attendees a preview of the Summit’s content, speakers, and value while building familiarity and trust ahead of registration. They serve as a critical touchpoint in the campaign journey, allowing prospective attendees to experience the quality and relevance of the conversation before committing to the full Summit.

Each session addresses key questions and pain points facing Catholic institutional investors, providing practical insights, actionable frameworks, and opportunities to engage with the CatholicFi community. The sessions also introduce participants to the Summit’s mission and Four Audience–Thematic Pillars, helping them see how the broader Summit experience relates to their institutional responsibilities.

Coffee Break Session 4 will take place on August 20, 2026, from 2:00 PM to 2:55 PM EST.

Register for Coffee Break Session 4 Click here .

The Summit features a distinctive podcast-style interview format—15 to 20-minute conversations between a moderator and a speaker. This format allows for depth and breadth in covering topics, while keeping the content engaging and accessible.

The program includes:

• • Mainstage conversations on the four thematic pillars
• • Interactive roundtables where attendees rotate through 6 high-impact topics
• • Mass at St. Patrick's Cathedral on the evening of September 16
• • Innovator Investor Awards Dinner honoring leaders in faith-aligned investing
• • Holy Hour – Exposition and Adoration of the Blessed Sacrament
• • CEO Roundtable — a closed-door, invitation-only session for executive-level strategic discussion

The Catholic Faith Investor Alliance is open to sponsorship opportunities. Sponsors receive:

• • Targeted exposure to a curated audience of Catholic decision-makers overseeing institutional assets of $10M+
• • In-app visibility via the CatholicFi App
• • Thought leadership opportunities (panels, fireside chats, roundtables)
• • High-impact networking access
• • Presence at premier venues (New York Athletic Club)
• • Sponsor recognition in all materials
• • Alignment with Catholic values

For sponsorship inquiries and current rates, visit catholicfi.com/sponsor or contact events@catholicfi.com • +1 (718) 997-0799