A History of Integrity Rooted in Ascension Tradition

Ascension Investment Management, LLC ("AIM") is a wholly owned subsidiary of Ascension Capital, LLC, which is a wholly owned subsidiary of Ascension. AIM evolved from the Treasury Services and Investment Group of Ascension Health, one of the leading nonprofit healthcare systems in the United States and also a wholly owned subsidiary of Ascension. Ascension Health had invested for itself and affiliated nonprofit faith-based entities for over 10 years using external investment consultants. In September 2009, Ascension Health decided to reduce its reliance on external consultants and hired David Erickson, Ascension Investment Management's current Chief Investment Officer (CIO), as its first in-house investment professional. Ascension Health tasked Mr. Erickson with developing its investment team, establishing a new asset allocation philosophy, redefining its socially responsible investment guidelines, and recruiting seasoned professionals with specialized expertise to manage its assets.

Recognizing that other institutional investors could benefit from the in-house investment program expertise and access to independent money managers that Mr. Erickson had developed at Ascension Health, Ascension formed Catholic Healthcare Investment Management Company (CHIMCO) with the professional staff that had formerly comprised the Ascension Health investment team. CHIMCO became registered with the SEC in March 2012 and began offering its investment advisory services to other like-minded, institutional investors. CHIMCO was reorganized as Ascension Investment Management, LLC in January 2014 and the same investment personnel remained responsible for the day-to-day management of the business.

Ascension Investment Management currently offers a wide variety of investment strategies and manages assets in accordance with a Catholic-based SRI Policy for a variety of institutional investors, either as an outsourced CIO solution or as an investment manager for select asset classes.

A strong Catholic heritage drives us to provide excellent services in pursuit of 
helping those who are poor and vulnerable.