Investment Policy

Ethical Investment Practices:

It is the preference of St. Joseph's Healthcare Foundation that investments are limited to companies or governments (for government-backed securities) that generally follow ethical guidelines and recognize our relationship with the Sisters of St. Joseph. In addition, the investment manager will make all investments in accordance with the CFA Institute's Code of Ethics and Standard of Professional Conduct.

In the absence of specific constraints, it is understood that the investment manager will fulfill their duties in a manner which;

  1. Prioritizes capital preservation;
  2. Maximizes returns and minimizes risk, given prevailing market conditions;
  3. Adheres to the safeguards and diversity to which a prudent investor would normally adhere; and
  4. Selects investments that are appropriate to the Sisters of St. Joseph's philosophy of social justice, environmental responsibility and humanitarian/economic values.



St. Joseph’s Healthcare Foundation

224 James St. S., Hamilton, ON L8P 3A9
Tel: 905.521.6036 | Toll-free: 1.866.478.5037
Fax: 905.577.0860
Charitable Number BN 11918 3549 RR0001



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