Ascension Investment Management is a prominent investment management firm providing customized investment solutions for institutional investors and high net worth individuals. Founded in 1999, Ascension has over 20 years of experience delivering strong risk-adjusted returns through active portfolio management. With headquarters in Chicago and regional offices across the U.S., Ascension manages over $9 billion in assets for pensions, endowments, foundations, healthcare organizations and family offices. Ascension utilizes fundamental bottom-up research combined with top-down perspectives to construct innovative and diversified portfolios. The firm offers expertise across all major asset classes including global equities, fixed income, real assets and alternatives. Ascension stands out from its peers with a collaborative investment culture focused on creativity, intellectual curiosity and diversity of thought.
ascension investment management leverages experienced investment professionals and research analysts
One of Ascension’s key strengths is its investment team which includes over 30 experienced professionals with diverse backgrounds in areas like equity research, quantitative analysis, macroeconomic forecasting, bond trading and derivatives valuation. The firm takes a collective approach to asset allocation, portfolio construction and security selection, encouraging strong debate and critique. The investment professionals exhibit intellectual curiosity, thinking beyond the obvious to gain investment insight. With extensive training in Ascension’s proprietary investment process, the team conducts rigorous fundamental research leveraging both quantitative and qualitative techniques. The analysts build financial models, assess competitive positions, meet with management teams and evaluate industry trends. The portfolio managers then synthesize the research and construct portfolios to meet specific return and risk objectives.
ascension investment management applies innovative investment strategies and customized solutions
Ascension has developed a dynamic investment process designed to adapt to evolving market conditions and uncover attractive return opportunities. The firm establishes targeted risk budgets for each asset class and adjusts allocations tactically based on its macro outlook. Security selection blends fundamental analysis with valuation discipline seeking investments with upside potential. The customized portfolios utilize a mix of strategies including opportunistic equity, total return fixed income, real asset and alternative investments. Client portfolios are constructed specifically around their liquidity needs, return objectives, risk tolerance, time horizon and any restrictions. Ascension also provides OCIO services, partnering with clients to establish an investment policy, implement a tailored asset allocation, monitor the portfolio and rebalance as needed. With its innovative strategies and bespoke solutions, Ascension strives to help clients meet their long-term investment goals.
ascension investment management is well-positioned for the future, combining solid performance with industry recognition
Having weathered various market environments over two decades, Ascension has a proven track record of risk-adjusted performance across market cycles. The firm has built enduring partnerships with its clients based on shared values, transparency and trust. Ascension participates in industry thought leadership through conferences, publications and media engagement. The firm has received numerous awards and recognition for its investment strategies, client service model and corporate culture. With interest rates expected to rise and volatility lingering in 2022, Ascension’s active management approach focused on risk control should be advantageous. Also, the shift towards ESG investing plays into Ascension’s core principles of sustainability and social responsibility. Overall, Ascension Investment Management remains well-positioned to keep delivering robust returns and insightful solutions to its clients.
Ascension Investment Management leverages experienced professionals, innovative strategies and customized solutions to provide strong investment performance across market cycles. The firm is well-recognized in the industry for its collaborative culture, rigorous research process and commitment to clients.