The objective of the NIS socially responsible investing strategy is to maximize yield and minimizing risk while adhering to Catholic socially responsible investing guidelines.

In addition, our socially responsible investing strategy looks to add incremental return by taking advantage of market anomalies and opportunities. Our goal is to outperform the Bloomberg Barclays Intermediate Government Credit Index and to rank in the upper quartile in a universe of our peers.


NIS has $196 million in socially responsible investing assets under management

As of 9/30/19



  • Primary focus. The primary focus of our intermediate fixed income strategy is issue selection and sector rotation.
  • Performance & protection. We believe in positioning a portfolio to prosper in the expected economic environment while assessing credit risk in the context of relative value.
  • Market insights. Daily participation in the markets provides insight.


Kent J. White
Senior Adviser
Jason C. Berrie, CFA
Chief Investment Officer
Mark R. Anderson, CFA
Chief Strategy Officer
James S. Kaplan, CFA
Lead Portfolio Manager, Structured Products
Barbara A. Schalla, CFA
Portfolio Manager, Corporate Bonds
Vincent S. Russo, CFA
Portfolio Manager, Corporate Bonds
Lesly M. Barnes
Portfolio Manager, Structured Products
Stefan T. Martin
Portfolio Manager, Structured Products