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Altum Report SP500

Is it profitable to invest according to the Catholic Magisterium? The report reflects the analysis conducted on the S&P 500 index, where we show that the performance of companies that meet Altum’s Investment Guidelines have outperformed non-compliant companies by 3.18%, 0.94% and 0.19% over the last 3, 5 and 10 years respectively.

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Borja Barragán

Married and father of seven children, he has 19 years of experience in investment banking. He is very clear about his professional vocation: to put what he knows how to do (investment, economics and finance) at the service of the apostolate. After working in investment banking in international entities (Bank of America Merrill Lynch, Royal Bank of Scotland and Goldman Sachs), he founded the first equity investment fund in Spain in Julius Baer that followed the Social Doctrine of the Church: Temperantia. With a background in Business Administration and Management (ICADE), he expanded his training related to the world of faith-consistent investing: Harvard University (Boston): Sustainable Finance & Investments Program. Master’s Degree in Family Pastoral Care from the John Paul II Institute. Social Doctrine of the Church at the Pontifical University of St. Thomas Aquinas of Rome (Angelicum) Management of endowments and institutional funds – IESE. Today, he is the founder of Altum Faithful Investing, a financial advisory firm that follows the criteria of the magisterium of the Catholic Church in each and every one of its decisions.