The Social Responsibility Matrix

Each investment has an impact. We first ensure that each opportunity avoids harming individual human dignity and the common good. To screen them , deals are assessed through our Social Responsibility Matrix.

***The Social Responsibility Matrix only provides a scale to measure the morality of the opportunity. It does not assess the viability of the investment nor philanthropic endeavor.***

Catholic Social Teaching offers a prudent, comprehensive guide to evaluate natural and moral law.

Each deal is evaluated through our list of exclusions which includes offenses against human life, human dignity, the common good, and the environment.

Each category receives a rating. It is either not problematic (green), problematic (red), or there is some reason for caution (yellow). If any part of a deal is deemed "Problematic", we will not move forward with it. If there is "reason for caution," the deal may be presented for consideration with explanations.

The Impact Investment Scale

Many investors want their investments to be more than merely acceptable. They want to make an impact. However, there are few consistent industry standards to define "impact investments."

We created a simple, objective assessment to help investors discern whether an investment may be considered an "impact investment." We define each opportunity as Neutral, Toward the Common Good, or Impact.

Neutral: We view these opportunities to be morally neutral and not directed toward any special social good.

Toward the Common Good: These opportunities make a demonstrated effort to advance the common good either by eliminating structures that could lead to sin or by enhancing morally good action.

Impact: These opportunities directly advance the common good either by intentionally eliminating structures of sin or enhancing a moral good.

This assessment should be used by investors as an indicator. to indicate potential interest if they are inclined to investments with a higher potential for impact.

While our assessment provides insight regarding the level of impact an investment may have, it is not a prediction of successful outcomes. The assessment is based solely on the intent expressed in the documentation from and interviews with the management team.

***The Impact Scale only provides a scale to determine potential social impact of an opportunity. It does not assess the viability of the investment or philanthropic endeavor.***