Outsourced Investment Management

Outsourced Investment Management at Glenmede provides family offices with access to sophisticated investment management and research expertise. We work to preserve capital and provide for the real growth of an investment portfolio by customizing an asset allocation within a framework that reduces risk and maximizes expected returns. Our open architecture platform includes equities, fixed income and alternative investments such as hedge funds, real estate, private equity and commodities.

  • Investment Strategy and Implementation
    • Investment Policy Development
    • Custom Asset Allocation
    • Ongoing Manager Research and Due Diligence
    • Manager Selection and Implementation
    • Ongoing Monitoring and Tactical Rebalancing
    • Discretionary Portfolio Management
    • Public and Private Market Access
    • Ongoing Risk and Liquidity Management
  • Research
    • Proprietary Research (Fundamental, Quantitative, Fixed Income, Private Investment, and Manager Resarch)
    • Strategic Partnerships with Third Party Research Providers
    • Timely Market Commentaries and Insights
    • CIO Economic and Market Updates
    • Conference Calls, Webinars and Seminars
    • Private Roundtables with Peer Organizations
  • Reporting
    • Custom Performance and Benchmarking Reports
    • Consolidated Reporting
    • Online Account Access
  • Account Management
    • Client Service
      • Coordination with Outside Advisors
      • Regular Client Visits and Communications
    • Custody

Download PDF of Outsourced Investment Management Platform