You invest because you are called to...
provide for your family
educate your children
prepare for the future
respond to the unexpected
prioritize what matters most
Your values inspire why you invest.
They can also inspire how you invest.
Business impacts the world in powerful ways.
Investors should consider who a business impacts and how they are impacted.
We assess how a company interacts with every single person and every square inch.
We seek to elevate companies that demonstrably and consistently promote flourishing for these stakeholders.
We believe that when a business does this well, it can create value greater than the sum of its parts.
Our Approach to Values-Based Investing
Eliminate companies whose products or practices cause harm
We seek to avoid profiting from companies whose principal business activities and practices include:
|Human rights violations|
|Severe ethics controversies|
Evaluate companies to identify those that meet our investment objectives
We identify companies that have the potential to be both great businesses and great investments.
|Portfolio management team with decades of investment experience in global equity markets, private equity, and multi-asset portfolio strategy|
|Partnerships with industry leading research, data, and investment firms|
|Proprietary equity research that integrates corporate life cycle, valuation, and fundamental analyses|
|Comprehensive macro-environment research and indicators for technical, economic, and sentiment factors|
|Institutional private market capabilities including proprietary deal flow pipeline and impact scoring methodology|
|Values-based investment solutions for every risk tolerance, account size, and investor type|
Elevate companies that make the world a better place
We believe that businesses do well by doing good. Therefore, we seek to identify companies that elevate:
|Sanctity of life|
See our values-based investing approach in action:
Target Date Funds
Reference to OneAscent’s values-based investing approach is provided for illustrative purposes only and indicates a general framework of guiding principles that inform OneAscent’s overall research process.
OneAscent’s judgment about the quality, alignment, or impact of a particular company may prove to be incorrect. There is no guarantee that any investment will achieve its objectives, generate positive returns, or avoid losses.