OCIO Services for Your Foundation’s Mission

Our Outsourced Chief Investment Officer (OCIO) services can help foundations navigate the complexities of giving—offering investment expertise, administrative support, and fiduciary care to sustain your long-term impact.

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Endowments & Foundations Foundations

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The Value of an OCIO

By serving as a fiduciary and managing day-to-day investment responsibilities, Glenmede can ease your administrative burden and manage your portfolio in line with your long-term objectives.

A Comprehensive OCIO Partnership

Managing a foundation requires investment oversight, operational efficiency, and mission-driven decision-making. Through a fully integrated OCIO partnership, we can provide investment discipline, strategic guidance, and administrative support to help you sustain your foundation’s impact over time.

Investment Management

Strategic, mission-aligned investment management designed to grow your foundation’s assets and sustain long-term giving.

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Advisory & Administration

From grant management to administrative support, we help foundations navigate challenges and manage operations with clarity and care.

Customized OCIO Services

A Purpose-Built Approach for Foundations

Foundations face distinct investment, governance, and operational demands. Our OCIO model is designed to meet those needs—combining disciplined strategy, streamlined execution, and mission-aligned oversight.

Strategic Investment Policy

Investment policy statements are designed with your foundation’s payout requirements, risk tolerance, and philanthropic purpose in mind, facilitating alignment across financial and mission-based objectives.

Specialized Foundation Expertise

With deep experience in foundation management, our dedicated team can provide strategic insight on grantmaking, succession planning, compliance, public policy, and other areas of interest to foundations.

Agile Decision-Making

Delegated authority allows for timely, informed investment decisions that are executed with fiduciary rigor and full transparency.

Governance and Oversight Support

A collaborative framework strengthens fiduciary oversight. Comprehensive reporting, tailored education, and proactive communication allows trustees and directors to focus more on strategic priorities and mission advancement.

Comprehensive Administrative Services

By providing grantmaking and administrative support, Glenmede can help reduce administrative demands, allowing your team to concentrate on making an impact.

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 confident, informed decision.

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We look forward to helping you advance your mission.

Frequently Asked Questions

How do many nonprofits, endowments and foundations typically monitor their investments?

Many nonprofits, endowments and foundations often monitor their investments through a systematic review process. This typically includes regular analysis of investment performance against established benchmarks and objectives, risk evaluation and asset allocation reviews. The organization’s investment committee, often with the support of an Outsourced Chief Investment Officer, usually carries out these reviews.

How can Glenmede help with nonprofit investment management?

Glenmede, acting as OCIO, provides nonprofits with oversight of their investment portfolios. We can develop customized investment strategies that align with the organization’s mission and financial objectives, taking into consideration risk tolerance and time horizon. Glenmede manages asset allocation, performs due diligence on investment opportunities and can adapt strategies to evolving market conditions. We also deliver comprehensive reporting and communication, providing nonprofits with full transparency into their investments. By outsourcing to Glenmede, nonprofits can focus more on their core mission while ensuring their investments are professionally managed.