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Catholic Responsible Investments Funds 2024-2025: where it broke with the board

Two kinds of vote are listed: a board-sponsored proposal Catholic Responsible Investments Funds voted AGAINST or withheld on, and a shareholder proposal it voted FOR, with the board’s recommendation on it where the filings show one. A FOR vote on a proposal the board supported, or took no position on, is listed and labelled, but it is not a vote against the board. One row is one proposal at one meeting; “funds” is how many of the manager’s funds or accounts voted that way.

Everything Only shareholder proposals it backed

145 proposals. Every shareholder proposal Catholic Responsible Investments Funds backed in 2024-2025 is listed here.

Catholic Responsible Investments Funds, 2024-2025 proxy season. Who put a proposal on the ballot is taken from the filer’s own N-PX answer (Item 1(h)), or, marked “inferred”, from its category and wording where the filing does not say; see how we count these.
CompanyMeetingProposalCategory On the ballot fromBoard recommendedCatholic Responsible Investments Funds votedFunds
ALPHABET INC. June 6, 2025 Stockholder proposal regarding a human rights impact assessment of Al-driven targeted ad policies Human Rights or Human Capital/workforce Shareholder Against FOR 2
ALPHABET INC. June 6, 2025 Stockholder proposal regarding a report on Al data usage oversight Other Social Issues Shareholder Against FOR 2
ALPHABET INC. June 6, 2025 Stockholder proposal regarding a report on alignment of lobbying activities with child safety policies Other Social Issues Shareholder Against FOR 2
ALPHABET INC. June 6, 2025 Stockholder proposal regarding a report on online safety for children Other Social Issues Shareholder Against FOR 2
ALPHABET INC. June 6, 2025 Stockholder proposal regarding a report on the due diligence process to assess human rights risks in CAHRA Human Rights or Human Capital/workforce Shareholder Against FOR 2
ALPHABET INC. June 6, 2025 Stockholder proposal regarding an enhanced disclosure on climate goals Environment or Climate Shareholder Against FOR 2
AMAZON.COM INC. May 21, 2025 SHAREHOLDER PROPOSAL REQUESTING A REPORT ON DATA USAGE OVERSIGHT IN AI OFFERINGS Other Social Issues Shareholder Against FOR 2
AMAZON.COM INC. May 21, 2025 SHAREHOLDER PROPOSAL REQUESTING A REPORT ON PACKAGING MATERIALS Environment or Climate Shareholder Against FOR 2
AMAZON.COM INC. May 21, 2025 SHAREHOLDER PROPOSAL REQUESTING A REPORT ON WAREHOUSE WORKING CONDITIONS Human Rights or Human Capital/workforce Shareholder Against FOR 2
AMAZON.COM INC. May 21, 2025 SHAREHOLDER PROPOSAL REQUESTING ADDITIONAL REPORTING ON IMPACT OF DATA CENTERS ON CLIMATE COMMITMENTS Environment or Climate Shareholder Against FOR 2
AMAZON.COM INC. May 21, 2025 SHAREHOLDER PROPOSAL REQUESTING ALTERNATIVE EMISSIONS REPORTING Environment or Climate Shareholder Against FOR 2
AMAZON.COM INC. May 21, 2025 SHAREHOLDER PROPOSAL REQUESTING AN ASSESSMENT OF BOARD STRUCTURE FOR OVERSIGHT OF AI Human Rights or Human Capital/workforce Shareholder Against FOR 2
APPLE INC. February 25, 2025 A shareholder proposal entitled "Report on Ethical AI Data Acquisition and Usage" Other Social Issues Shareholder Against FOR 2
BANK OF AMERICA CORP. April 22, 2025 Shareholder proposal request report on lobbying alignment with Bank of America's climate goals Environment or Climate Shareholder Against FOR 2
BANK OF AMERICA CORP. April 22, 2025 Shareholder proposal requesting disclosure of energy financing ratio Environment or Climate Shareholder Against FOR 2
BANK OF AMERICA CORP. April 22, 2025 Shareholder proposal requesting report on board oversight of risks related to animal welfare Other Social Issues Shareholder Against FOR 2
BERKSHIRE HATHAWAY INC. May 3, 2025 Shareholder proposal requesting that the Company annually disclose its clean energy financing ratio. Environment or Climate Shareholder Against FOR 2
BERKSHIRE HATHAWAY INC. May 3, 2025 Shareholder proposal requesting that the Company disclose the highest NEO's pay ratio. Diversity, Equity, and Inclusion Shareholder Against FOR 2
CADENCE DESIGN SYSTEMS INC. May 8, 2025 Stockholder proposal regarding political spending. Other Social Issues Shareholder Against FOR 2
CAMPBELL SOUP CO. November 19, 2024 To vote on a shareholder proposal regarding a diversity audit. Diversity, Equity, and Inclusion Shareholder Against FOR 2
CARRIER GLOBAL CORP. April 9, 2025 Shareowner Proposal Requesting a Lobbying Transparency Report Other Social Issues Shareholder Against FOR 2
CATERPILLAR INC. June 11, 2025 Shareholder Proposal - Civil Rights Audit Diversity, Equity, and Inclusion Shareholder Against FOR 2
CBOE GLOBAL MARKETS INC. May 6, 2025 Stockholder proposal regarding political spending. Other Social Issues Shareholder Against FOR 2
CENTENE CORP. May 13, 2025 STOCKHOLDER PROPOSAL FOR REPORT ON CLIMATE RISK TO RETIREMENT INVESTMENTS. Environment or Climate Shareholder Against FOR 2
CENTENE CORP. May 13, 2025 STOCKHOLDER PROPOSAL TO DISCLOSE PLAN TO REDUCE TOTAL CONTRIBUTION TO CLIMATE CHANGE. Environment or Climate Shareholder Against FOR 2
CHARTER COMMUNICATIONS INC. April 22, 2025 Stockholder proposal regarding political expenditures report. Other Social Issues Shareholder Against FOR 2
CHEVRON CORP. May 28, 2025 Commission a Third-Party Report on Human Rights Practices Human Rights or Human Capital/workforce Shareholder Against FOR 2
CINTAS CORP. October 29, 2024 A shareholder proposal regarding disclosure of key diversity and inclusion metric, if properly presented at the meeting. Diversity, Equity, and Inclusion Shareholder Against FOR 2
CINTAS CORP. October 29, 2024 A shareholder proposal regarding disclosure of managing climate risk through science-based targets and transition planning, if properly presented at the meeting. Environment or Climate Shareholder Against FOR 2
CINTAS CORP. October 29, 2024 A shareholder proposal regarding political disclosure, if properly presented at the meeting. Other Social Issues Shareholder Against FOR 2
CITIGROUP INC. April 29, 2025 Stockholder proposal requesting a report disclosing the Board's oversight regarding material risks associated with animal welfare. Other Social Issues Shareholder Against FOR 2
CITIGROUP INC. April 29, 2025 Stockholder proposal requesting a report on the effectiveness of Citi's policies and practices in respecting Indigenous Peoples' rights in Citi's existing and proposed financing. Human Rights or Human Capital/workforce Shareholder Against FOR 2
COCA-COLA CO. April 30, 2025 Vote on shareowner proposal regarding a report on brand image impacts Other Social Issues Shareholder Against FOR 2
COCA-COLA CO. April 30, 2025 Vote on shareowner proposal regarding a report on food waste Environment or Climate Shareholder Against FOR 2
COCA-COLA CO. April 30, 2025 Vote on shareowner proposal regarding an assessment of non-sugar sweeteners Environment or Climate Shareholder Against FOR 2
COSTAR GROUP INC. June 26, 2025 Stockholder proposal regarding support for transparency in political spending, if properly presented. Other Social Issues Shareholder Against FOR 2
DEERE & CO. February 26, 2025 Shareholder proposal on a civil rights audit Diversity, Equity, and Inclusion Shareholder Against FOR 2
DEERE & CO. February 26, 2025 Shareholder proposal on a report on effectiveness of efforts to create a meritocratic workplace Diversity, Equity, and Inclusion Shareholder Against FOR 2
ELEVANCE HEALTH INC. May 14, 2025 Shareholder proposal requesting report on the effectiveness of Diversity, Equity and Inclusion efforts. Diversity, Equity, and Inclusion Shareholder Against FOR 2
FEDEX CORP. September 23, 2024 Stockholder proposal regarding a Just Transition report. Environment or Climate Shareholder Against FOR 2
FEDEX CORP. September 23, 2024 Stockholder proposal regarding climate lobbying alignment with company's carbon neutral goals. Environment or Climate Shareholder Against FOR 2
FIRSTENERGY CORP. May 21, 2025 Report on Lobbying Activity and Policies Other Social Issues Shareholder Against FOR 2
GENERAL MOTORS CO. June 3, 2025 Shareholder Proposal Regarding a Report on Supply Chain GHG Emissions Reduction Strategies Environment or Climate Shareholder Against FOR 2
GOLDMAN SACHS GROUP INC. April 23, 2025 Shareholder Proposal Regarding Disclosure of Energy Supply Financing Ratio Environment or Climate Shareholder Against FOR 2
HEWLETT PACKARD ENTERPRISE CO. April 2, 2025 Stockholder proposal entitled: "Transparency in Lobbying" Other Social Issues Shareholder Against FOR 2
HOME DEPOT INC. May 22, 2025 Shareholder Proposal Regarding Biodiversity Impact and Dependency Assessment Environment or Climate Shareholder Against FOR 2
HOME DEPOT INC. May 22, 2025 Shareholder Proposal Regarding Report on Packaging Policies for Plastics Environment or Climate Shareholder Against FOR 2
IDEX CORP. May 8, 2025 Vote on a stockholder proposal regarding a report on hiring practices related to people with arrest or incarceration records. Human Rights or Human Capital/workforce Shareholder Against FOR 2
INTEL CORP. May 6, 2025 Stockholder proposal requesting a report on an ethical impact assessment, if properly presented at the meeting. Human Rights or Human Capital/workforce Shareholder Against FOR 2
INTERNATIONAL BUSINESS MACHINES CORP. April 29, 2025 Stockholder Proposal to Support Transparency in Lobbying Other Social Issues Shareholder Against FOR 2
INTERNATIONAL PAPER CO. May 12, 2025 Shareowner Proposal Concerning a Report on the Company's LGBTQIA+ Equity and Inclusion Efforts Diversity, Equity, and Inclusion Shareholder Against FOR 2
JPMORGAN CHASE & CO. May 20, 2025 Report on social impacts of transition finance Environment or Climate Shareholder Against FOR 2
LENNAR CORP. April 9, 2025 Vote on a stockholder proposal requesting a report disclosing the Company's LGBTQIA+ equity and inclusion efforts in its human capital management strategy. Diversity, Equity, and Inclusion Shareholder Against FOR 2
LENNAR CORP. April 9, 2025 Vote on a stockholder proposal requesting disclosure on how the Company intends to reduce greenhouse gas emissions. Environment or Climate Shareholder Against FOR 2
MASTERCARD INC. June 24, 2025 Consideration of a stockholder proposal requesting a racial equity audit report Diversity, Equity, and Inclusion Shareholder Against FOR 2
MCDONALD'S CORP. May 20, 2025 Advisory Vote on Disclosure on Climate Transition Plans. Environment or Climate Shareholder Against FOR 2
META PLATFORMS INC. May 28, 2025 A shareholder proposal regarding GHG emissions reduction actions. Environment or Climate Shareholder Against FOR 2
META PLATFORMS INC. May 28, 2025 A shareholder proposal regarding report on Al data usage oversight. Other Social Issues Shareholder Against FOR 2
META PLATFORMS INC. May 28, 2025 A shareholder proposal regarding report on child safety impacts and actual harm reduction to children. Other Social Issues Shareholder Against FOR 2
META PLATFORMS INC. May 28, 2025 A shareholder proposal regarding report on data collection and advertising practices. Other Social Issues Shareholder Against FOR 2
META PLATFORMS INC. May 28, 2025 A shareholder proposal regarding report on hate targeting marginalized communities. Other Social Issues Shareholder Against FOR 2
META PLATFORMS INC. May 28, 2025 A shareholder proposal regarding report on risks of deepfakes in online child exploitation. Other Social Issues Shareholder Against FOR 2
MICROCHIP TECHNOLOGY INC. August 20, 2024 Stockholder proposal requesting that our Board of Directors commission an independent third-party report, at reasonable expense and excluding proprietary information, on our due diligence process to determine whether our customers' use of our products contribute or are linked to violations of international law. Human Rights or Human Capital/workforce Shareholder Against FOR 2
MICROSOFT CORP. December 10, 2024 Report on AI Data Sourcing Accountability Other Social Issues Shareholder Against FOR 2
MICROSOFT CORP. December 10, 2024 Report on AI Misinformation and Disinformation Other Social Issues Shareholder Against FOR 2
MICROSOFT CORP. December 10, 2024 Report on Artificial Intelligence and Machine Learning Tools for Oil and Gas Development and Production Other Social Issues Shareholder Against FOR 2
MICROSOFT CORP. December 10, 2024 Report on Data Operations in Human Rights Hotspots Human Rights or Human Capital/workforce Shareholder Against FOR 2
MICROSOFT CORP. December 10, 2024 Report on Risks of Weapons Development Other Social Issues Shareholder Against FOR 2
MONDELEZ INTERNATIONAL INC. May 21, 2025 Shareholder Proposal: Assessment of the Company's supplier and partner code of conduct due diligence process Human Rights or Human Capital/workforce Shareholder Against FOR 2
MONDELEZ INTERNATIONAL INC. May 21, 2025 Shareholder Proposal: Report on Climate lobbying Environment or Climate Shareholder Against FOR 2
MONDELEZ INTERNATIONAL INC. May 21, 2025 Shareholder Proposal: Report on flexible plastic packaging Environment or Climate Shareholder Against FOR 2
MONDELEZ INTERNATIONAL INC. May 21, 2025 Shareholder Proposal: Report on recycled content claims Environment or Climate Shareholder Against FOR 2
MONDELEZ INTERNATIONAL INC. May 21, 2025 Shareholder Proposal: Third-party report assessing effectiveness of implementation of human rights policy Human Rights or Human Capital/workforce Shareholder Against FOR 2
MORGAN STANLEY May 15, 2025 Shareholder proposal requesting an energy supply ratio Environment or Climate Shareholder Against FOR 2
NETFLIX INC. June 5, 2025 Stockholder proposal entitled, "Amend the Code of Ethics to enhance policies on non-discrimination, anti-harassment, and whistleblower protection," if properly presented at the meeting. Diversity, Equity, and Inclusion Shareholder Against FOR 2
NETFLIX INC. June 5, 2025 Stockholder proposal entitled, "Issue a Climate Transition Plan," if properly presented at the meeting. Environment or Climate Shareholder Against FOR 2
NIKE INC. September 10, 2024 To consider a shareholder proposal regarding Environmental Targets, if properly presented at the meeting. Environment or Climate Shareholder Against FOR 2
NIKE INC. September 10, 2024 To consider a shareholder proposal regarding Supplemental Pay Equity Disclosure, if properly presented at the meeting. Diversity, Equity, and Inclusion Shareholder Against FOR 2
NIKE INC. September 10, 2024 To consider a shareholder proposal regarding Worker-Driven Social Responsibility, if properly presented at the meeting. Human Rights or Human Capital/workforce Shareholder Against FOR 2
NIKE INC. September 10, 2024 To consider a shareholder proposal regarding a Supply Chain Management Report, if properly presented at the meeting. Human Rights or Human Capital/workforce Shareholder Against FOR 2
NVIDIA CORP. June 25, 2025 Approval of a stockholder proposal to modify existing reporting on workforce data. Diversity, Equity, and Inclusion Shareholder Against FOR 2
OLD DOMINION FREIGHT LINE INC. May 21, 2025 Shareholder proposal regarding emission reduction targets. Environment or Climate Shareholder Against FOR 2
ORACLE CORP. November 14, 2024 Stockholder Proposal Regarding a Report on Climate Risks to Retirement Plan Beneficiaries Environment or Climate Shareholder Against FOR 2
PALO ALTO NETWORKS INC. December 10, 2024 To consider and vote upon a shareholder proposal, if properly presented at the Annual Meeting, regarding a report on climate risks to retirement plan beneficiaries. Environment or Climate Shareholder Against FOR 2
PEPSICO INC. May 7, 2025 Shareholder Proposal - Report on Risks Related to Biodiversity and Nature Loss. Environment or Climate Shareholder Against FOR 2
PEPSICO INC. May 7, 2025 Shareholder Proposal - Sustainable Packaging Policies for Plastics. Environment or Climate Shareholder Against FOR 2
PEPSICO INC. May 7, 2025 Shareholder Proposal - Third-Party Assessment on Non-Sugar Sweetener Risks. Environment or Climate Shareholder Against FOR 2
PEPSICO INC. May 7, 2025 Shareholder Proposal - Third-Party Racial Equity Audit. Diversity, Equity, and Inclusion Shareholder Against FOR 2
QUALCOMM INC. March 18, 2025 Stockholder proposal entitled "Protect Retirement Benefits." Environment or Climate Shareholder Against FOR 2
SOUTHERN CO. May 21, 2025 Stockholder proposal regarding disclosing assumptions underlying continued reliance on fossil fuel-based energy Environment or Climate Shareholder Against FOR 2
STARBUCKS CORP. March 12, 2025 Shareholder proposal requesting disclosure on cage-free egg commitments in China and Japan Other Social Issues Shareholder Against FOR 2
STATE STREET CORP. May 14, 2025 Shareholder proposal requesting a report disclosing whether and how the Company addresses transition of workers and fairness to communities in its transition finance strategy, if properly presented. Environment or Climate Shareholder Against FOR 2
STRYKER CORP. May 8, 2025 Shareholder Proposal to Support Transparency in Political Spending. Other Social Issues Shareholder Against FOR 2
SYSCO CORP. November 15, 2024 To consider a stockholder proposal related to establishing measurable, time bound targets for ensuring group sow housing for its private brand pork products. Other Social Issues Shareholder Against FOR 2
TRAVELERS COMPANIES INC. May 21, 2025 Shareholder proposal relating to a report on climate-related pricing and coverage decisions, if presented at the Annual Meeting of Shareholders. Environment or Climate Shareholder Against FOR 2
TYLER TECHNOLOGIES INC. May 6, 2025 Shareholder Proposal Regarding Political Spending. Other Social Issues Shareholder Against FOR 2
VISA INC. January 28, 2025 Shareholder proposal on transparency in lobbying. Other Social Issues Shareholder Against FOR 2
WALMART INC. June 5, 2025 Health and Safety Governance Human Rights or Human Capital/workforce Shareholder Against FOR 2
WALMART INC. June 5, 2025 Racial Equity Audit Diversity, Equity, and Inclusion Shareholder Against FOR 2
WALMART INC. June 5, 2025 Report on Reduction of Plastic Packaging and Recyclability Claims Environment or Climate Shareholder Against FOR 2

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Built October 25, 2026 from SEC Form N-PX filings.