The LKCM Aquinas Funds practice socially responsible investing within the framework provided by the United States Conference of Catholic Bishops Socially Responsible Investment Guidelines. The LKCM Aquinas Funds follow these guidelines by using an approach that focuses on Catholic values screening of portfolio companies, proactive dialogue with those companies whose practices conflict with the guidelines, and potential exclusion of those companies that are unwilling to alter their practices over a reasonable period of time.
LKCM monitors portfolio companies selected for each LKCM Aquinas Fund for policies on various issues contemplated by the guidelines, including, abortion, contraceptives, embryonic stem cell research, and other issues.
In monitoring portfolio companies, LKCM utilizes screening services provided by third parties and other independent research resources.
If an LKCM Aquinas Fund invests in a portfolio company whose policies are inconsistent with the guidelines, LKCM may attempt to influence the company’s policies through, among other things, proactive dialogue and other efforts. If LKCM's efforts are unsuccessful over a reasonable period of time, LKCM may sell the company’s securities or otherwise exclude future investments in such companies.
