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FEG Investment Advisors Senior Vice President Matt Veith discusses the Vatican Investment Guidelines: "While most Catholic institutions already had language in their investment policies in line with the guidelines, one new aspect for many of these institutions is additional due diligence on investment managers. Catholic institutions must assess a manager’s 'expertise and values for translating investment policy into faith-consistent decisions,' according to the Vatican’s standards."
"Catholic institutional clients have spoken to FEG about adding new language to their investment policies as it relates to 'dialoguing with companies via proxy voting to affect change' that is more consistent with the church’s guidelines, Veith said. But while these clients are only just beginning to give managers direction on proxy voting, some large institutions have been providing standards to their managers for some time."
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