![]() ![]() ![]() *As of the close of business on November 2, 2021īefore investing you should consider the funds' investment objectives, risks, charges and expenses carefully before investing. Past performance does not guarantee future results. The information presented in this presentation is for informational and educational purposes only and should not be construed as investment, tax, financial, accounting or legal advice, or a recommendation to invest in any particular security, strategy or investment product. are not affiliated with Knights of Columbus Asset Advisors. SEI Investments Company, Vigilant Distributors LLC, Ranger Global Real Estate Advisors, and L2 Asset Management, LLC. Certain other services are also provided by additional SEI Investments Company subsidiaries. and a wholly-owned subsidiary of SEI Investments Company. (1 Freedom Valley Dr., Oaks, PA 19456), a registered broker-dealer, member of the Financial Industry Regulatory Authority, Inc. The Knights of Columbus Funds are distributed by SEI Investments Distribution Co. Before engaging Knights of Columbus Asset Advisors to provide any services, current and prospective clients should review Part 2 of Knights of Columbus Asset Advisors' Form ADV, for a full description of services offered, including fees and expenses. Knights of Columbus Asset Advisors, LLC, is a wholly-owned subsidiary of Knights of Columbus, the world's largest Catholic Lay Organization. For information about KoCAA's business operations, please consult the Firm's Form ADV disclosure documents, the most recent versions of which are available on the SEC's Investment Adviser Public Disclosure website at. KoCAA is an SEC registered investment adviser that maintains a principal place of business in the State of Connecticut. Since the IAR's launch in September 2021, KoCAA has amassed $50 million from individual investors seeking to align their investments with their faith. Though most assets held in the funds are owned by institutional clients such as dioceses and endowments, KoCAA's newly launched investment advisor representative (IAR) program has provided everyday investors with the ability to invest in KoC funds through a licensed investment advisor representative who keeps their Catholic values in mind. The Knights of Columbus Real Estate Fund, U.S All Cap Index Fund, and Long/Short Equity Fund launched in 2019. ![]() "Recent inflows are distributed across all of our funds, demonstrating that investors appreciate the ability to diversify their faith-based investments across all asset classes." Six of KoCAA's nine mutual funds launched in 2015, including the International Equity Fund, Small Cap Fund, Large Cap Value Fund, Large Cap Growth Fund, Core Bond Fund, and Limited Duration Fund. "Crossing the $1 billion mark is testament to the fact that investors are increasingly focused on aligning their values with their investments while maintaining strong performance and results," said Tony Minopoli, President and Chief Investment Officer at KoCAA. In total, the firm manages $29 billion in assets for institutional, high net worth and individual investors. ![]() With nine mutual funds, KoCAA has the largest number of funds for investors seeking strategies that align with their Catholic values. This achievement is accompanied by strong returns for investors, with six of their nine mutual funds outperforming their benchmark over the last year. 3, 2021 /PRNewswire/ - Knights of Columbus Asset Advisors (KoCAA), a wholly owned subsidiary of the Knights of Columbus, announced today that its total assets held in mutual funds has reached $1 billion*. Knights of Columbus Asset Advisors Surpasses $1 Billion in Mutual Fund Assets ![]()
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