Institutional Engagement
Working With The Catholic Finance Institute
Research Sponsorship
Conferences & Executive Roundtables
Research, education, governance and institutional partnerships designed to support religious institutions, financial organizations and mission-driven investors.
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The Institute works with partners seeking to strengthen the relationship between financial excellence, Catholic Social Teaching and responsible stewardship.
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Through research, education, advisory projects and convening activities, CFI provides a structured platform for institutions that wish to develop credible, rigorous and mission-aligned approaches to finance.
The Catholic Finance Institute collaborates with asset managers, banks, foundations and institutional partners to develop independent research on Catholic Finance, investment governance, stewardship and faith-based investing.
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Research partnerships may include:
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White Papers
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Annual Reports
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Industry Surveys
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Position Papers
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Research Notes
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Output
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Sponsor visibility
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Co-branded publications
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Executive presentations
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Position Papers
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Participation in conferences
The Institute designs and hosts high-level events bringing together academics, asset managers, religious institutions, family offices and financial professionals.
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Potential locations include:
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Castel Gandolfo
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Rome
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Vatican-related venues
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Universities
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Institutional partners
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Themes include:
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Catholic Finance
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Stewardship
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Asset Management
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Artificial Intelligence
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Religious Institutions Governance
Executive Education
Institutional Advisory
Solutions
The Catholic Finance Institute designs executive programmes for financial professionals, religious institutions, foundations and mission-driven organizations seeking to deepen their understanding of Catholic Finance, investment governance and responsible stewardship.
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Programmes may be delivered in person, online or in tailored institutional formats, combining academic foundations, practical case studies, governance tools and applied frameworks for decision-makers.
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Core programmes include:
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Catholic Finance Executive Programme
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Investment Governance Programme
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Catholic Values Investing Essentials
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AI for Religious Institutions
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Stewardship and Asset Management Workshops
Selected advisory projects are offered to dioceses, congregations, foundations and religious organizations seeking to strengthen governance frameworks and investment oversight.
Areas include:
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Investment Policy Statements
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Governance Reviews
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Committee Support
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Manager Due Diligence
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Portfolio Monitoring
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Catholic Values Integration
Research-based solutions designed to support religious institutions, foundations, asset managers and mission-driven organizations in the areas of Catholic Finance, investment governance, portfolio oversight, executive education and responsible stewardship.
Executive Education for Universities & Business Schools
The Catholic Finance Institute partners with universities, business schools and executive education providers to design, coordinate and deliver world-class executive programmes.
Program Design
- Academic alignment
- Case study development
- Framework integration
- Curriculum coordination
Executive Delivery
- Senior leadership focus
- Pedagogical excellence
- Interactive workshops
- Impact assessment
International Faculty
- Global experts
- Academic practitioners
- Think-tank research
- Multi-disciplinary approach
Institutional experts
- Stewardship specialists
- Governance leads
- ESG & values leaders
- Mission-alignment pros
Executive Programs
- Executive Immersion in Sustainable Finance
- AI for Finance
- Investment Governance
- Catholic Finance
- Family Office Governance
Scientific Direction
Dr. Dario Sgrulletti, PhD
Research Fellow
Adjunct Professor
CFA Society Italy
Faculty
Faculty is selected for each programme according to learning objectives and participant profile.
Advisory Board
The Advisory Board is currently being established.
Activities
Executive Programmes
Research
Conferences
Working Papers