Our Experience Lies in Managing and Advising Foundations
An OCIO is your comprehensive fiduciary partner, providing the people and expertise to help you execute your foundation’s investment philosophy. Typical services include mission statement development, peer-to-peer networking, grant strategy and administration, and corporate trustee and foundation tax services.
Our multidimensional investing approach seeks to grow your organization’s assets and to guard against downside risk. We’re committed to providing a quick response to market changes, personalized communications, diligent oversight and efficient delivery of services.
We can work with you to customize your organization’s investment policy to align with your long-term investment goals. We then implement an asset allocation strategy and select managers in accordance with your investment policy.
We can guide you through every stage of your foundation’s development and growth, from establishing best practices to providing support through innovative strategies and implementation.
We can handle everything from coordinating reporting requests from board members, staff and outside advisors to customizing your financial reports and documentation.
We can simplify your day-to-day financial matters, including corporate trustee and foundation tax services such as tax return preparation and audit support.
We can help your family build a formalized approach to philanthropic giving by providing a framework for learning and practicing important life skills such as collaboration, financial management, open communication and conflict resolution.
We can draw checks for grants and expenses or make cash transfers to an outside checking account, and work with you to develop appropriate procedures.
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.
We look forward to helping you discover how you can achieve your goals.