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Socially responsible investing–that’s BMT

Socially responsible investing–that’s BMT

Christian Brothers Services’ 2017 acquisition of BMT Management & Financial Consultants brought with it the company’s wealth of experience, including one of its areas of expertise for investment consulting and developing socially responsible portfolios. BMT’s client base is entirely composed of religious organizations and their sponsored ministries. This client base deserves credit for being pioneers in Socially Responsible Investing (SRI),taking care to avoid investments in companies participating in businesses that are inconsistent with their Catholic values and choosing to pursue shareholder advocacy through proxy voting and engagement with management. A…

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