Business Details
13 Years
experience
Faith-Aligned Investment Management for Catholic Institutions
Catholic Investment Services was founded in 2013 by Scott Malpass and Jack Brennan to address the need for sophisticated investment solutions aligned with Catholic principles. Our mission is to help Catholic institutions grow and preserve resources to advance their vital work in education, healthcare, and community service. We provide access to premier investment managers and strategies while adhering to the socially responsible investment guidelines of the U.S. Conference of Catholic Bishops. Our team combines decades of investment expertise with a shared commitment to Catholic values, ensuring our clients' portfolios reflect both financial objectives and ethical considerations. As a non-profit organization, we prioritize client success over profit, offering customized solutions for institutions of varying asset sizes.Our approach emphasizes diversification across asset classes, rigorous manager selection, and alignment with Catholic social teachings, including environmental stewardship and economic justice. We serve over 50 Catholic institutions nationwide, managing approximately $1.4 billion in assets as of 2025. Our board of trustees includes industry leaders with extensive experience in asset management and fiduciary responsibility. Through initiatives like the Catholic Investor Symposium, we foster dialogue on mission-aligned investing and provide educational resources to support informed decision-making. Our long-term partnerships with firms like Wellington Management and Hamilton Lane enable us to deliver innovative strategies that balance financial performance with faith-based values.
Services
Catholic Endowment Fund
Catholic Diversifying Strategies Fund
Catholic Global Equity Fund
Catholic Impact Funds
Venture Access Fund
Customized Investment Portfolios
Socially Responsible Investing
Manager Selection Services
Catholic Social Teaching Alignment
Private Market Fund Offerings
Details
- Year established: 2013
Highlights and features
- We align investments with Catholic principles and USCCB guidelines
- Our team includes seasoned investment professionals with decades of experience
- We offer customized portfolios for large Catholic institutions
- As a non-profit, we prioritize client success over profit
- We provide access to premier investment managers and strategies
Services
Catholic Endowment Fund
The Catholic Endowment Fund offers diversified exposure to global equities, fixed income, and alternatives. Aligned with Catholic principles through proprietary SRI policies, it provides institutional investors access to Wellington Management's expertise while maintaining ethical compliance with USCCB guidelines.
Catholic Impact Funds
Our private market funds enable Catholic investors to create measurable social impact through targeted private equity opportunities. These funds specifically address Laudato Si priorities while maintaining financial performance standards through partnerships with specialized managers like Hamilton Lane.
Customized Solutions
Large Catholic institutions receive bespoke portfolio strategies addressing complex global investment needs. These separate account solutions combine custom asset allocation frameworks with rigorous risk management practices tailored to each organization's unique mission and financial objectives.
Catholic Global Equity Fund
This fund pursues excess returns over the MSCI All Country World Index through external specialist managers. Maintaining Catholic alignment principles, it offers diversified global equity exposure as part of our comprehensive endowment strategy managed by Wellington Management.
Catholic Diversifying Strategies Fund
Employing market-neutral and relative value approaches, this fund seeks meaningful returns with reduced equity market sensitivity. Following the same Catholic-aligned SRI framework, it provides diversification benefits within our broader endowment solution through Wellington Management's expertise.
People
Timothy D'Arcy
Chief Executive Officer
Timothy D'Arcy leads Catholic Investment Services with extensive investment management experience, previously serving in leadership roles at prominent financial institutions. He focuses on aligning Catholic values with institutional investment strategies.
Scott Malpass
Trustee/Founder
Former Chief Investment Officer of the University of Notre Dame, Scott Malpass co-founded CIS to provide Catholic institutions access to premier investment solutions while maintaining faith-based principles.
Sister Irene O'Neill
Board Member
Sister Irene O'Neill brings educational leadership experience as President of Sisters Rising Worldwide, contributing to CIS's mission-driven investment approach through her board service.
David Taiclet
Board Member
David Taiclet contributes investment expertise as Managing Partner of Lewis and Clark Partners, supporting CIS's strategic direction and commitment to Catholic institutional investors.
Tom Lanctot
Founding Trustee
Tom Lanctot, retired CEO of CIS, helped establish the organization's foundation as a founding trustee, leveraging his extensive experience in Catholic institutional investment management.
Questions
What types of Catholic institutions do you serve?
We partner with educational institutions, dioceses, religious orders, Catholic charities, healthcare systems, and private foundations.
How do you ensure investments align with Catholic values?
Our proprietary SRI policy follows USCCB guidelines, excluding industries like abortion and promoting human dignity through investment choices.
What investment strategies do you offer?
We provide diversified portfolios including global equities, fixed income, alternatives, and private market opportunities with Catholic-aligned focus.
Are your fees competitive for institutional investors?
As a non-profit, we structure fees to reflect cost-effectiveness while maintaining access to top-tier investment managers and strategies.
How do you approach environmental stewardship in investing?
We incorporate Pope Francis' Laudato Si principles, focusing on climate response and natural resource conservation in portfolio construction.
