Critical thinking
Critical thinking
Mercer, a Marsh business
1 Theme, 2 CIOs, 3 Questions: Values aligned investing in a rapidly evolving landscape with CBIS and Mercy Investment Services
15 minutes Posted Apr 3, 2026 at 1:00 pm.
0:00
15:44
Download MP3
Show notes
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 simpl...