CHA Socially-Responsible Investing (SRI) Philosophy and Strategies
SRI Statement of Philosophy:In establishing its SRI guidelines, CHA considers both responsible stewardship of its members' assets as well as ethical and social stewardship. Perfect implementation of any ideal is not likely to be obtained; however, CHA makes every effort to avoid knowingly investing in assets that violate its SRI guidelines and respond promptly if such an investment unknowingly occurs. These guidelines apply to all investments in CHA's portfolio.
SRI Strategies: The following are the SRI strategies that are or may be employed by CHA
Social Screening — Securities issued by companies that violate CHA's social screens are eliminated from CHA's portfolio. Securities issued by companies that engage in activities consistent with CHA's mission and Church teaching may be over-weighted in CHA's portfolio. CHA's social screens may be accessed here.
Proxy Voting — CHA votes all proxies for all securities held in CHA's portfolio in accordance with good business practices, CHA's mission and Church teaching.
Shareholder Advocacy — CHA may partner with other mission-based investors in the filing of shareholder resolutions which support advocacy priorities, goals, and strategies. CHA may also work with these mission-based investors to establish dialogue with corporations in order to redirect activities or policies which are contrary to CHA's mission or Church teaching.