Knights of Columbus Asset Advisors Hosts Third Annual Catholic Investment Symposium

NEW HAVEN, Conn., July 24, 2020 /PRNewswire/ — Knights of Columbus Asset Advisors, LLC (KoCAA), hosted its third annual Catholic Investment…

NEW HAVEN, Conn., July 24, 2020 /PRNewswire/ — Knights of Columbus Asset Advisors, LLC (KoCAA), hosted its third annual Catholic Investment Symposium on July 21 and 22, 2020. 

The Symposium was held exclusively in a virtual format, bringing together some of the most highly regarded and recognized Catholic institutions, investment consultants, and academics in the US. The annual event is designed to provide attendees a sample of KoCAA’s thought leadership on timely Catholic investment and administrative topics. 

The two-day event opened with Introductory Remarks from KoCAA president and chief investment officer Tony Minopoli, who presented an overview of the firm’s recent success.  

Minopoli reported that the over $25 billion asset manager’s assets had grown through both client acquisition and the completion of the purchase of the former sub-advisor to the equity mutual funds so that publicly offered products now represent roughly $1.8 billion as of June 30, 2020. “We surpassed our five-year track record in our Catholic Family of Mutual Funds in February,” Minopoli said. “So it really has been a year of firsts and of milestones for Knights of Columbus Asset Advisors.”

Since hosting the previous Annual Symposium, KoCAA has marked many milestones, including the recent acquisition of the entire institutional business portfolio of Boston Advisors, the offering of a new charitable vehicle, Knights of Columbus Charitable Fund, the launch of a new Long/Short Equity Fund, a First of Its Kind Catholic All Cap U.S. Index Fund and the celebration of the firm’s fifth anniversary

Other speakers at the event included Thom Duffy, Vice President of Investment Strategy; Dr. John Grabowski, Moral Theologian; Dennis Gerber, President and CEO of Knights of Columbus Charitable Fund; and David Hanna, Senior Vice President of Boston Advisors. Topics included: Why Principled Investing and ESG Investing Matter Now More Than Ever for Catholic InvestorsValue Creation Utilizing Donor Advised FundsDeposit and Loan Programs, and Alternative Investing: Private Credit Strategies.

Institutional Investor Inquiries:

Media Inquiries:



Thom Duffy

VP, Investment Strategy

Knights of Columbus Headquarters

1 Columbus Plaza | New Haven, CT 06510

203-752-4417         

thomas.duffy@kofc.org |www.kofcassetadvisors.org 

Shari Smith

Communications Manager, Insurance & Investments

Knights of Columbus Headquarters

1 Columbus Plaza | New Haven, CT 06510

203-800-4989

shari.smith@kofc.org | www.kofcassetadvisors.org 

Further Information:

About Knights of Columbus Asset Advisors

Knights of Columbus Asset Advisors is an SEC registered investment adviser that maintains a principal place of business in the State of Connecticut. For further 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 www.adviserinfo.sec.gov. KoCAA, is a wholly-owned subsidiary of Knights of Columbus, the world’s largest Catholic fraternal service organization, with more $25 billion in assets under management. Please visit: KofCAssetAdvisors.org for additional information.

You should consider the investment objectives, risks and charges and expenses carefully before investing. Nothing presented herein is intended to constitute investment advice and no investment decision should be made based on any information provided herein. Nothing presented herein should be construed as a recommendation to purchase or sell a particular type of security or follow any investment technique or strategy. No guarantee of investment performance is being provided and no inference to the contrary should be made. 

Consider the funds’ investment objectives, risks, charges and expenses carefully before investing. This and other information can be found in the funds’ full or summary prospectuses, which can be obtained by calling 1-844-KC-Funds or by visiting www.kofcassetadvisors.org. Please read the prospectus carefully before investing.

Mutual fund investing involves risk. Some mutual funds have more risk than others. The investment return and principal value will fluctuate and shares when sold may be worth more or less than the original cost. Fixed income investments are subject to interest rate risk, and their value will decline as interest rates rise. Asset allocation and diversification do not assure a profit or protect against loss in declining markets. There is no guarantee a Fund’s objectives will be achieved. The risks associated with each fund are explained more fully in each fund’s respective prospectus. Investors should consult with their attorney, accountant, and/or tax professional for advice concerning their particular situation.

Mutual Funds are not insured by the FDIC or any other federal government agency, may lose value, and are not a deposit of or guaranteed by any bank or any bank affiliate.

Knights of Columbus Asset Advisors LLC, an SEC-registered investment advisor, serves as the investment advisor to each of the Knights of Columbus Funds. The Knights of Columbus Funds are distributed by SEI Investments Distribution Co. (1 Freedom Valley Dr, Oaks, PA 19456), which is not affiliated with Knights of Columbus Asset Advisors or any of its affiliates.

Cision View original content to download multimedia:http://www.prnewswire.com/news-releases/knights-of-columbus-asset-advisors-hosts-third-annual-catholic-investment-symposium-301099558.html

SOURCE Knights of Columbus Asset Advisors