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What shouldn’t Catholics invest in, and why did it take ten episodes to get here? In Part 10 of our Mensuram Bonam series, Sean, AJ and Anthony turn to exclusionary criteria. We explain why the list only makes sense once the purpose of investing is clear.
We go through the broad categories the document names: upholding the dignity of human life, avoiding destructive behaviours, recognizing global and sustainability impacts, and protecting the environment. Then we test them on real cases. These include a casino business built to keep people gambling, companies sitting close to credit card usury, and a food additive company whose products make food cheaper and worse. Reasonable people can disagree, and discernment matters more than any fixed list.
We also look at how you invest, not only what you own. We cover leverage, day trading and passive indexing, and why a patient, long-term steward sits between thoughtlessness and speculation. We also mention Altum, a resource for checking whether companies align with Catholic Social Teaching.
Disclaimer: Sean Gregory is a Portfolio Manager and AJ Sanson and Anthony De Lazzari are Investment Advisors with iA Private Wealth Inc., member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization. iA Private Wealth is a trademark and business name under which iA Private Wealth Inc. operates.
This content was fully or partially generated by artificial intelligence. The advisor reviewed the critical information independently.
