ENDOWMENT & FOUNDATION MANAGEMENT

Driven by your mission, focused on your success

We empower nonprofits, institutions and foundations to pursue their financial objectives and mission-driven goals through innovative investment and advisory solutions.

Our commitment to nonprofits, institutions and foundations

As an independent firm serving colleges and universities, hospitals, museums, community foundations, social service agencies, family foundations and charitable trusts, our clients benefit from the investment experience gained over years of sophisticated endowment-style management, a culture of continuous improvement and a shared set of values and interests.

What we can do for you

We strive to deliver growth that matters to your organization and advance the achievement of your goals across a sophisticated set of solutions.

Outsourced Chief Investment Officer

From investment policy development, to portfolio implementation and beyond, our multidimensional investing approach is tailored to grow your organization's assets and guard against downside risk. Our size and strengths help us discover unique investment opportunities, rather than settle for the status quo.

OCIO Services

Mission-aligned investing

Your mission matters to your organization, to your community and to us — your dedicated team at Glenmede. We leverage cross-firm expertise to help clients mitigate risk, position portfolios for growth or target a specific impact-related outcome on issues such as climate change or rising wealth inequality.

Mission-Aligned Investing

Comprehensive advisory & administration services

As an extension of your team, we strive to streamline and simplify your organization’s financial picture — guiding boards, investment committees and staff through the often-complex world of capital markets, reporting, regulatory issues, governance and other matters.

Advisory & Administration Services

Education & training services

Sharing industry best practices and tested strategies, we help your organization engage and educate investment committees and board members as well as connect with donors and other stakeholders.

Education & Training Services

How we can support your organization

Download our capabilities brochure to learn how we can serve as your OCIO, helping to simplify your day-to-day financial matters so you can focus on your organization’s mission and the community you serve.

Download for Foundations
Download for Non-Profits

Relationships built on shared values and mutual respect

Managing and advising nonprofits, institutions and foundations is more than our work — it’s our collective passion. We recognize that no two clients are the same. Our investment and wealth strategies strive to reflect our clients’ purpose, passions and priorities. We seek to provide a high level of service that simplifies your organization’s financial picture based on our founding principles:

Your interests come first, as we operate with a fiduciary mindset
You will receive responsive and thoughtful service
You deserve full transparency on performance and fees, and can expect proactive and regular communication

Our Values

The right fit for your organization

No matter the mission or objectives, your organization has a lot to juggle. From meeting daily deliverables to focusing on long-term success, it takes an experienced team to manage the many aspects of running a nonprofit, institution or foundation. Our integrated approach helps simplify your day-to-day financial matters.

Fulfilling your investment objectives	Focusing on the big picture	Providing unconflicted guidance and advice
Original investment ideas based on an understanding of your objectives drive investment policy creation Sophisticated solutions designed to maximize investment returns and manage risk Actively implementing strategies, within your investment policy guidelines, to deliver results	An advisory team, beyond investments, that provides administration and support Comprehensive financial reporting and proactive communication for your internal staff and auditors Active collaboration with your investment committee to implement tested strategies and ideas	Adhere to fiduciary responsibilities and best practices Offer access to educational resources on a wide variety of topics Encourage open and transparent communication with our senior thought leaders and specialists

A dedicated team of experts

Our agile and skillful team brings the knowledge and confidence you need to manage and pursue your organizational investing and mission-related goals.

Our People

E&F Advice & Administration

December 13, 2022