Public Markets
Empowering results-driven, values-aligned investments
Investing in public markets should not be a black box. Faithful investors can and should have the assurance that their investments are aligned with their values.
OneAscent offers the focused research, guidance, and curation you need to invest intentionally into publicly-traded options that have a positive impact.
OneAscent offers the focused research, guidance, and curation you need to invest intentionally into publicly-traded options that have a positive impact.
Our Public Market Solutions
Turnkey Models
Our turnkey models encompass a wide range of investment objectives designed to help investors reach their personal financial goals.
Individual Strategies
Our suite of separately-managed accounts provides low-cost, tax-efficient solutions across a broad range of asset classes.
Target Date Funds
The OneAscent Collective Investment Trust series offers a values-aligned option for target-date investments.
Exchange-Traded Funds
Our values-aligned ETFs produce actively managed, high-conviction portfolios that we believe positively impact the world.
Our Screening Process
In collaboration with market research firms, we carefully screen every investment option we offer to our financial advisor partners and clients. Guided by those insights, we take three steps to ensure every portfolio holding is aligned with biblical values.
Eliminate
companies whose products or practices cause harm.
Evaluate
companies to identify those that meet our investment objectives.
Elevate
companies that make the world a better place.
What's necessary for a good investment?
The businesses we elevate share these four qualities, which we believe makes them worthy of your partial ownership.
Filling a Need
The first requirement for a good investment is that the company should be filling a need in society or in the marketplace.
Sustainable Profit
Filling a need creates demand for the company's product and services and ultimately allows the company an opportunity to achieve a sustainable profit.
Positive Return
Investors, of course, are looking for positive return. You want to get your money back and then some.
Bless Mankind
The final requirement: when the company is able to identify and meet a need, it should bless mankind.
The portfolio that results from this intentional process is aligned with your values, consistent with your financial plans, and aimed at your financial goals.
Discover more about our values-aligned
approach
Do your current investments align with your values?
