Serving as your Outsourced Chief Investment Officer
Whether your organization is new to OCIO or you are a larger institution seeking access to niche investment managers, private investments and risk management, we work with you to determine the services that best suit your unique circumstances.
What is an OCIO?
Serving as an OCIO, Glenmede partners with organizations to customize their investment policy, which includes guidelines designed to help achieve the organization’s unique investment goals. We proactively implement an asset allocation strategy and select managers that are appropriate for the organization’s strategy, within the guidelines of their investment policy. And, we report changes through the course of regular communications and meetings.
Offering a robust OCIO platform
Our OCIO model is well suited for nonprofits, institutions and foundations that are looking for proactive expertise. As your organization’s investment manager, our core OCIO services include:
- Investment policy creation and customization
- Investment strategy and implementation
- Manager selection and due diligence
- Public and private market access
- Proprietary research
- Mission-aligned investing
- Investment performance reporting
- Customized educational programs
We execute our investment philosophy through a three-pillar process that’s customized to your organization.
- Growth in excess of fees, spending and inflation
- Exposures across asset classes and styles
- Utilize the diversification benefits of less correlated asset classes and strategies to navigate a variety of economic and market environments
- Unbiased due diligence process
- Active and passive strategies
- Take advantage of opportunities in complex and less efficient public and private markets
The benefits of partnering with an OCIO
An OCIO should be able to provide personalized communications, diligent oversight and efficient delivery of services. Here is a guide to choosing the right investment manager for your organization.
Choosing the right OCIO for your organization
|TRADITIONAL ADVISORY/ INVESTMENT CONSULTING SERVICES||GLENMEDE’S OCIO SOLUTION|
|Investment policy statement development||●●||●|
|Strategic asset allocation creation||●||●|
|Open architecture platform||●||●|
|Ongoing manager due diligence||●||●|
|Manager research and recommendation||●||●|
|Analyze, buy and sell individual securities||●|
|Ongoing portfolio monitoring and rebalancing||●|
|Portfolio risk and liquidity management||●|
|In-house proprietary research||●|
|Access to comprehensive external research||●●||●|
|Custody and recordkeeping||●●||●|
|May serve as Trustee with fiduciary responsibility||●|
|Performance measurement and reporting||●●||●|
|Advisory and educational services||●|
|Coordination with outside advisors||●|
|Philanthropic advisory and management services||●|
|● fee based||●● potentially limited|
Due Diligence Center
Helpful resources for your organization
Constructing your RFP
Utilizing an RFP Scorecard
Considerations for evaluating an OCIO
Understanding OCIO Costs
Experience the Glenmede difference
We welcome an opportunity to learn more about you and your needs.
Contact Samantha Audia, CTFA at 215-419-6038, Samantha.Audia@Glenmede.com, or click the link below.