Andbank Launches Catholic-Aligned Andbank Omnes Fund with Ethical Filters and Two Compartments
Andbank launched Andbank Omnes, an in-house managed Catholic-aligned fund using USCCB and Italian guidelines' filters for two compartments: preservation via fixed income and growth via global.
Key Points
- Aligns investments with Catholic Social Doctrine using USCCB and Italian Episcopal Conference guidelines.
- Excludes sectors like arms and tobacco conflicting with Catholic principles.
- Features two compartments: Achieve for fixed income preservation and Inspire for global equity growth.
- Supported by independent ethics committee and external certifiers.
Andbank has launched Andbank Omnes, an investment fund managed by its internal teams that aligns investment decisions with the Social Doctrine of the Catholic Church.
The fund applies financial analysis alongside positive and exclusionary filters, drawing inspiration from guidelines such as those from the USCCB (United States Conference of Catholic Bishops) and the Italian Episcopal Conference. It excludes sectors including arms, tobacco, and operations conflicting with Catholic principles.
Bank representatives highlight a methodology that encompasses fundamental stock picking, competitive edge evaluations, balance sheet examinations, and cash flow analysis, while incorporating social responsibility criteria.
Structured in two compartments, Andbank Omnes FCP – Achieve emphasises capital preservation through high-quality, investment-grade fixed income assets. Andbank Omnes FCP – Inspire seeks long-term capital appreciation via a global equity portfolio featuring quality growth companies.
An independent ethics committee supports governance and handles disputes, with external certifiers assessing investment compliance.
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