OCIO Services
Our Outsourced Chief Investment Officer (OCIO) platform combines investment management with strategic advice supporting growth and strong governance.
The Value of an OCIO
An OCIO can bring expertise, consistency, and discipline to an investment portfolio. By serving as a fiduciary and assuming day-to-day management responsibilities, we can reduce operational demands, strengthen oversight of your portfolio, and manage it in accordance with your long-term goals—so your team can stay focused on mission-critical work.
Investment Management
Disciplined, long-term investment strategies are designed to grow your endowment and support your enduring mission.
Advisory & Administration
Guidance and operational support to strengthen governance, ease administrative burdens, and keep your organization focused on long-term success.
Sophisticated Endowment Management
Endowments require a disciplined, long-term investment approach, one that evolves with the markets and remains grounded in your mission. A partnership with Glenmede offers the scale, specialization, and stewardship to help your organization thrive.
Our dedicated Chief Investment Officer and investment team are focused on building and managing institutional portfolios. From investment policy development to implementation, we provide knowledge to help position endowments for long-term success.
Delegated investment authority can facilitate timely action without sacrificing governance. Our team shares fiduciary responsibility and acts with diligence and care backed by a robust infrastructure and streamlined processes.
We provide a clear, collaborative framework that supports board-level fiduciary oversight, including performance reporting, education, and transparent communication, freeing up committees to focus on strategic priorities.
Our approach begins with learning about your organization’s mission. We will help craft a tailored investment policy statement and design strategies that balance growth, risk, liquidity, and sustainability in support of your long-term mission.
With ongoing portfolio monitoring and periodic rebalancing, we keep your investment strategy aligned with policy targets. Our results-driven commitment includes extensive due diligence, manager selection, and discretionary OCIO management.
Explore Our OCIO Resource Center
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.