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Ascension Investment Management operates as an SEC-registered investment adviser, offering advisory and consulting services rooted in socially responsible investment principles. The firm utilizes diverse strategies, functioning as an outsourced Chief Investment Officer or a manager for specific asset classes. This approach prioritizes investment excellence guided by faith.
The company's genesis lies within Ascension Health’s Treasury Services and Investment Group. In September 2009, David Erickson was recruited to establish internal investment capabilities. Recognizing this expertise's value, Ascension formed Catholic Healthcare Investment Management Company (CHIMCO), registered in March 2012, then reorganized as Ascension Investment Management, LLC in January 2014.
Ascension Investment Management serves institutional investors aligned with its philosophy. The firm aims to help faith-based organizations and similar institutions meet financial and mission goals. Managing assets under a Catholic-based Socially Responsible Investment Policy, they deliver impactful, values-aligned investment solutions.
Ascension Investment Management has 1 tracked investment across 1 company. The latest tracked deal is $40.0M Series D Extension in Cortica in October 2023.
| Date | Company | Round | Lead Investor(s) | Co-Investor(s) |
|---|---|---|---|---|
| Oct 4, 2023 | Cortica | $40.0M Series D Extension | Justin Brock | Ellen Herlacher, University OF Wisconsin Foundation |
