A Partnership for Your Endowment
Through innovative investment and advisory solutions, our OCIO services for endowments and nonprofits can empower your organization’s financial objectives and mission-driven goals.
An OCIO Solution for Endowments That Checks All the Boxes
We share fiduciary responsibility so that your endowment or nonprofit can focus on its foremost priority — achieving your mission. We provide investment policy development, asset allocation modeling, portfolio implementation, financial and performance reporting, board education and other services.
Our multidimensional investing approach aims to grow and protect your organization’s assets and guard against downside risk. We provide personalized communications, diligent oversight, efficient delivery of services and a quick response to market changes.
Working with you, we can customize your organization’s investment policy to align with your long-term investment goals.
Portfolio Construction
We construct a portfolio and implement an asset allocation strategy in accordance with your investment policy. We report on portfolio changes through regular communications and meetings and exercise extensive and ongoing due diligence.
Manager Selection
As your OCIO, we provide manager selection and due diligence, as well as identification, evaluation and selection of managers appropriate for your organization’s strategy and aligned with your investment policy statement.
The benefits of partnering with an OCIO
Maximizing Investment Returns and Managing Risk
Our team seamlessly integrates with our investment management service professionals to implement strategies that deliver results. We can tailor mission-aligned portfolios, from inclusion of positive environmental, social and governance screens, to exclusions of misaligned concepts or frameworks.
Education and Training Services
Stay on top of industry trends and learn from our professionals on those topics important to your organization, including fiduciary responsibilities, leadership transition, spending policies, and more.
Audit Support
We can coordinate with your board, staff, auditors, and other advisors to provide customized reporting that is responsive to your audit requirements.
Sub-account Reporting
We offer unitized sub-account reporting on endowed funds within commingled investment pools to meet the distinct needs of your staff, board, and donors.
Donor Stewardship and Charitable Trust Administration
We can partner with your development team to engage your donors through written communications, personal consultations, educational workshops, and targeted seminars. We also support administration of planned gifts and can provide charitable trust administration.