Investment Management
Aligning your investments with your mission and values
Your mission doesn’t have to stop at why you invest. When faith-based institutions align their portfolios with their Christian values, they advance their missions with consistency and for a greater purpose.
OneAscent helps faith-driven organizations design, implement, and manage investment portfolios that elevate businesses making a positive impact.
Manage your institution’s wealth in light of what matters most
Our rigorous Values-Aligned Investing process identifies companies that meet your institution’s investment objectives and do well by doing good.
We offer the exclusive advantage of outsourced chief investment officer (OCIO) services, providing strategic oversight and management of investment portfolios.
Our acumen extends into private markets. We offer exclusive, values-aligned opportunities for impact, growth, and diversification beyond traditional public markets.
Our Solutions For:
Leverage industry-leading research capabilities
OneAscent leverages the institutional research of Callan and in-depth knowledge of private markets from Hamilton Lane to deliver informed, high-conviction investment recommendations. By drawing on the insights and data from these industry leaders, we bring clarity and depth to portfolio decisions, ensuring your investments align with your values, support your long-term goals, and reflect your unique risk profile.
One of the leading asset management providers in values-based investing
11 Dedicated research professionals
240+ Dedicated research professionals
$1.6B+ Dedicated research professionals¹
40 Years of advising institutional investor plans
One of the largest independently owned investment consulting firms in the US
475+ Institutional Investor Plan Clients
55+ Research experts supporting investment consultants
$3T+ Total assets our clients oversee
50+ Years of advising institutional investor plans
One of the largest private markets investment management firms globally
1800 Clients & Investors across 50 countries
230+ Global investment professionals
$900B+ Assets under management and supervision
32 Years investing through multiple market cycles
¹Total assets defined as assets under management as well as assets under advisement for models maintained by OneAscent Investments as of 9/30/2024.
Apply our bespoke recommendations
OneAscent’s Enterprise Risk Assessment is a rigorous, comprehensive assessment of your institution’s financial landscape.
We identify strengths, weaknesses, and opportunities for growth. Your organization can implement actionable insights to optimize financial strategies, ensure alignment with your mission, confidently navigate financial complexity, and reduce barriers to legacy building.
We identify strengths, weaknesses, and opportunities for growth. Your organization can implement actionable insights to optimize financial strategies, ensure alignment with your mission, confidently navigate financial complexity, and reduce barriers to legacy building.
Streamline operations with an outsourced investment office
Navigating the complexities of institutional wealth management can be daunting, and many organizations struggle to navigate the fragmented guidance and inefficiencies that come with having multiple advisors and strategies.
OneAscent is your trusted partner and full-service outsourced investment office. We are here to provide you with a full suite of services so you receive consistent guidance, research, and recommendations.
As a mission-driven organization ourselves, we understand how integral your institution’s vision is. Our team of seasoned professionals works closely with you to develop customized solutions tailored to your organization’s unique needs, goals, and values.
OneAscent is your trusted partner and full-service outsourced investment office. We are here to provide you with a full suite of services so you receive consistent guidance, research, and recommendations.
As a mission-driven organization ourselves, we understand how integral your institution’s vision is. Our team of seasoned professionals works closely with you to develop customized solutions tailored to your organization’s unique needs, goals, and values.
Evaluate your current OCIO
Through our partnership with FAIR (Fiduciary Audit Independent Review), we offer an
unbiased review of your existing investment program.
We provide:
- An in-depth analysis of investment returns and risks as they relate to your objectives
- Comparison of your returns versus a customized peer group universe
- An evaluation of all costs associated with your investment program and compare those with industry norms
- Capital market experience to identify and expose risks and opportunities beneath the surface
A FAIR audit provides the data, information, and recommendations you need to make informed decisions about the outsourced service providers you trust to protect the future success of your institution.
Ensure that your institution’s legacy endures for generations to come.
We are here to help your organization establish values-aligned investing strategies and prepare the next generation of leaders, board members, and stakeholders to continue elevating businesses that are consistent with your mission and values.