Empowering Your Organization with OCIO Expertise
An Outsourced Chief Investment Officer (OCIO) that provides investment and portfolio management expertise, resources, and support.
The Value of an OCIO
We can help you stay focused on your mission by providing investment insight and disciplined portfolio management. Our team can support the investment process—from policy development and manager evaluation to ongoing oversight and risk management—working in alignment with your objectives and governance framework. This approach is designed to streamline decision-making, lessen administrative demands, and keep attention on your mission and long-term goals.
Endowments
Advance your mission with a dedicated investment partner who shares your fiduciary mindset.
Foundations
Through our steadfast fiduciary commitment, your organization’s interests are our priority.
Aligned with Your Mission
Through partnership and collaboration, we work closely to customize our approach to pursuing your organization’s investment objectives, providing thoughtful stewardship of your investments. Our service model, endowment-style management, and culture of curiosity set us apart, positioning us to deliver value to your organization.
Our investment philosophy typically focuses on three main tenets:
- Construct equity-oriented portfolios poised for long-term growth
- Invest with reputable managers
- Diversify and rebalance portfolios
Guided by these principles, we seek to grow and preserve capital over the long term by tailoring portfolios to each client’s goals and risk profile.
Our independent ownership enables us to maintain a long-term perspective and make decisions guided solely by our clients’ objectives. Without external shareholders, we can align our strategies with your organization’s goals and time horizon—an important consideration when selecting a fiduciary partner.
Decades of experience enables access to reputable managers, often capacity-constrained—across public and private markets at competitive fee levels.
Proactive guidance, administrative support, education, and philanthropic services can be tailored to your specific challenges from governance and leadership transitions to donor stewardship and spending analysis.
Mission-aligned investing strategies are available if desired to reflect your organization’s values and advance its mission.
Glenmede at a Glance
With more than 65 years of experience managing and advising nonprofits, institutions, and foundations, we have developed the expertise to steward your organization’s capital. Independently owned and privately held, we’re able to focus on our clients’ long-term interests.
Your Dedicated OCIO Team
Access valuable insights, materials, and tools designed to support your due diligence process. Whether evaluating potential OCIOs or refining your selection criteria, these resources can help you make a more confident, informed decision.
Resource CenterWe look forward to helping you advance your mission.
Frequently Asked Questions
- Investment expertise
- Time savings
- Risk management
- Cost savings
- Transparency and reporting