Investment Management

Investment Philosophy

Glenmede’s investment philosophy starts by focusing on two key objectives. First and foremost, your investment strategy is designed to best meet the goals that you set in the financial planning process.  For many clients, these goals reflect the desire to grow capital for this and future generations in order to maintain financial independence and build your family legacy. The second key objective is to achieve your goals with a minimal level of downside risk.  The strategies that we employ are designed to participate in up markets and outperform in down markets.

How do we strive to achieve these two objectives? A well-thought-out investment process is a critical element of our success. This process emphasizes

  • diversification by asset class, strategy, and manager
  • objective and timely allocation to undervalued assets
  • Glenmede’s best investment ideas
  • access to endowment-quality investments
  • tax-aware investing.

An experienced portfolio manager also plays a large role. Every relationship is assigned a portfolio manager who personally oversees a client’s investments. Many organizations mandate that a client’s investment specialist follow a set program determined by a centralized authority. Glenmede’s investment strategy serves as a sensible and well-considered starting point for investment discussions. Glenmede’s portfolio managers, however, have the discretion to customize a portfolio to a client’s specific needs.