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Podcast: Critical thinking
Episode: 1 Theme, 2 CIOs, 3 Questions: Values aligned investing in a rapidly evolving landscape with CBIS and Mercy Investment Services
Description: Join host Cori Trautvetter as she sits down with Lisa Laird, CIO of Mercy Investment Services, and Tom Digenan, CIO of Christian Brothers Investment Services (CBIS), for a frank conversation about the promise - and the misconceptions - of values-aligned investing. Together they cut through the noise to explore whether mission-driven portfolios must sacrifice returns, how AI and rapid structural change are reshaping opportunity and risk, and the practical tools investors could use beyond simple exclusion screens.The views and opinions expressed by the speakers in this podcast are those of their respective organizations...