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FINANCE | Investment Firms & Funds
captrust.com

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About CAPTRUST

CAPTRUST is a retirement plan and investment advisory firm. It specializes in providing consultative advisory services to retirement plan sponsors, institutional investors, executives, and high net-worth individuals.

CAPTRUST Headquarter Location

4208 Six Forks Road Suite 1700

Raleigh, North Carolina, 27609,

United States

800-216-0645

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CAPTRUST Web Traffic

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Page Views per Million (PVPM)
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CAPTRUST Rank

Latest CAPTRUST News

Institutions not totally sold on ESG performance

Mar 2, 2022

There’s lots of data to show the potential performance and social benefits of ESG investments , but a considerable portion of endowments and foundations still appear to view the category as a leap of faith. Among organizations that use ESG investments, nearly half — 47% — said the criteria enhance returns, according to the results of a recent survey from Captrust . But among those that don’t use those factors, 24% said they believed ESG could boost performance . That latter camp also included more detractors, with 43% of groups that don’t use ESG investments saying ESG would likely hurt net returns, compared with just 9% of ESG users who said they felt that way. But a big chunk of respondents also said that ESG has no effect on returns — 44% of ESG users and 33% of non-users. However, 31% of foundations and endowments that don’t use ESG said they plan to increase their exposure to such investments this year, compared with 34% of those that already use ESG, Captrust found. Overall, ESG investments are increasingly being used by foundations and endowments. Of the organizations surveyed, 38% include them, up by 27% from the figures in Captrust’s 2021 report. The majority, 77%, said they use ESG to align with their missions, while 58% pointed to social impact and 35% indicated it was a priority of their investment committee. Captrust’s survey included 152 respondents, but many did not answer all of the questions. The most important value in ESG investments was human rights, cited by a third of respondents, followed by the environment, at 30%. The survey included religious groups, and many also pointed to their stances against pornography as a leading factor in investment decisions. As for why organizations don’t use ESG, the biggest reason board members cited was simply “lack of consideration,” at 26%, while cost was the least of their concerns — barely registering at 3%, according to the survey. “Implementation strategies often reflect the consensus of a group decision. Increasingly, new adopters allocate to ESG strategies that incorporate a best-efforts approach to their core values rather than a fixed approach to avoid companies with specific business practices,” the report read. “Whether this trend continues or whether this initial broad ESG approach serves as a prelude to a more rigid implementation standard remains unclear.” Independence still popular as recruiting recovers For reprint and licensing requests for this article, click here

CAPTRUST Acquisitions

24 Acquisitions

CAPTRUST acquired 24 companies. Their latest acquisition was New Market Wealth Management on January 19, 2022.

Date

Investment Stage

Companies

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Total Funding

Note

Sources

1/19/2022

$99M

Acquired

1

1/19/2022

$99M

Acquired

1

1/14/2022

$99M

Acquired

2

12/8/2021

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$99M

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10

10/13/2021

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$99M

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10

Date

1/19/2022

1/19/2022

1/14/2022

12/8/2021

10/13/2021

Investment Stage

Companies

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Valuation

$99M

$99M

$99M

$99M

$99M

Total Funding

Note

Acquired

Acquired

Acquired

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Sources

1

1

2

10

10

CAPTRUST Partners & Customers

8 Partners and customers

CAPTRUST has 8 strategic partners and customers. CAPTRUST recently partnered with T. Rowe Price on September 9, 2021.

Date

Type

Business Partner

Country

News Snippet

Sources

9/13/2021

Partner

United States

The Retirement Plan Solution Offers an Alternative to PEPs and MEPs for Small Companies. CAPTRUST Launches Direct Fiduciary Program with T. Rowe Price and National Benefit Services.

Raleigh , N.C. -- September 13 , 2021 -- CAPTRUST Financial Advisors today announced the launch of Direct Fiduciary ® , a comprehensive retirement plan solution for small companies , in collaboration with T. Rowe Price .

1

7/15/2021

Client

United States

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10

7/15/2021

Client

United States

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10

8/22/2019

Partner

United States

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10

8/22/2017

Partner

United States

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10

Date

9/13/2021

7/15/2021

7/15/2021

8/22/2019

8/22/2017

Type

Partner

Client

Client

Partner

Partner

Business Partner

Country

United States

United States

United States

United States

United States

News Snippet

The Retirement Plan Solution Offers an Alternative to PEPs and MEPs for Small Companies. CAPTRUST Launches Direct Fiduciary Program with T. Rowe Price and National Benefit Services.

Raleigh , N.C. -- September 13 , 2021 -- CAPTRUST Financial Advisors today announced the launch of Direct Fiduciary ® , a comprehensive retirement plan solution for small companies , in collaboration with T. Rowe Price .

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Sources

1

10

10

10

10

CAPTRUST Team

10 Team Members

CAPTRUST has 10 team members, including current Chief Executive Officer, J. Fielding Miller.

Name

Work History

Title

Status

J. Fielding Miller

Chief Executive Officer

Current

Ben Goldstein

President

Current

Jon Meyer

Chief Technology Officer

Current

John D. Curry

Chief Marketing Officer

Current

Denise Buchanan

Chief Compliance Officer, Senior Director

Current

Name

J. Fielding Miller

Ben Goldstein

Jon Meyer

John D. Curry

Denise Buchanan

Work History

Title

Chief Executive Officer

President

Chief Technology Officer

Chief Marketing Officer

Chief Compliance Officer, Senior Director

Status

Current

Current

Current

Current

Current

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