Values-aligned Investing and Spiritual Reflections

John and Luke are joined by David Erickson, the Chief Investment Officer of Ascension Investment Management for this month’s edition of Marks on the Markets.

Ascension Investment Management helps their clients reach socially responsible investment goals without sacrificing returns. They do this by delivering high-quality comprehensive investment solutions that enable clients to better carry out their mission by allowing them to focus on the big picture.

In this episode, David unpacks their approach in more detail, gives an overview of what he’s seeing in the market, and helps us understand the value of thematic investing. 

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Relevant Links:

https://ascensioninvestmentmanagement.com/