An Investment Approach for Endowments & Foundations
We take a long-term, disciplined approach positioning portfolios for growth while prioritizing risk management.
Our Investment Philosophy
- Our investment philosophy is rooted in endowment-style investing, emphasizing top-tier managers in multi-asset portfolios. Construct equity-oriented portfolios poised for 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.
Developing Your Strategic Asset Allocation
Our process is designed to foster collaboration with your investment committee, providing clear guidance and oversight.
We work alongside your investment committee to develop or refine a comprehensive IPS, which acts as a roadmap for how your organization’s assets will be invested.
An organization’s willingness to take risk can sometimes differ from its ability to take risk. We learn about your financial and operational challenges and tailor advice aligned with your organization’s objectives.
By understanding your investment objectives, spending and liquidity needs and the organization’s ability to embrace risk, we can propose an appropriate investment policy.
Drawing on our assessment alongside feedback from your investment committee, we design a diversified asset allocation that are aligned to your goals.
We review your portfolio’s strategic allocation annually and consider any changes in your organization’s spending policy, investment objectives, or updates to our long-term asset allocation strategy.
Dedicated Investment Team
Drawing on comprehensive manager research resources and portfolio construction frameworks, we can implement portfolios with discretion while identifying investment strategies and managers aligned with your goals and risk tolerance. We provide access to both active and passive strategies and source managers utilizing proactive outreach, industry networks, and peer networks.
Private Investments
Investing in private markets requires skill and experience. Our clients gain access to a variety of private market investments, leveraging our relationships with institutional-quality managers.
Hedge Funds
Hedge funds offer a wide range of strategies which may seek to produce competitive returns uncorrelated with public equity or fixed income markets. Our clients gain access to a platform of managers that may improve the risk-adjusted return of the overall portfolio.
Sustainable Investing
Through a team of dedicated specialists, we can partner with you to align your organization’s mission with its investments. We provide access to investment strategies with themes like climate change, diversity and equity, and faith-based values, maintaining a focus on generating returns while mitigating risk.
Comprehensive Reporting
Customized investment reporting keeps your organization informed and on track. Through our online portal GlenmedeConnect, we deliver timely performance benchmarking reports and provide on-demand access to transactions and holdings, making it easy for you to download your financial information into your accounting and other systems.
A Comprehensive OCIO Parntership
Explore Our Advisory and Administrative Services