As the desire for discretionary asset management rises at endowed institutions, many look toward the Outsourced Chief Investment Officer model. The OCIO model has gained prominence for several reasons:

  • The increasing complexity and global nature of the investing landscape.
  • Insufficient internal resources to oversee and manage investment portfolios.
  • Difficulty finding and retaining investment talent along with the expense.
  • The rising cost of technology to support complex reporting and accounting needs.
  • The need to oversee investment risk from an investment, legal, compliance and operational perspective.

OCIO is comprised of several key functions including establishing asset allocation, selecting investment managers, strategic and tactical implementation of portfolio decisions, on-going oversight, risk management and reporting to name a few.

Glenmede’s OCIO model is well suited for a wide range of institutions ranging from those with both investment management, education and advisory needs to high-level endowment-style investment management including hedge funds, private equity and real assets.

Organizations we serve:

  • Investment Committee led by Investment Professionals
  • In-house Support Staff
  • Prior Experience with Outsourced Investment Management (OCIO)
  • Interest in Open Architecture and Private Markets
  • Interest in Mission Aligned Investing
  • Examples: Large Colleges and Universities, Hospitals, Faith-Based Organizations
  • Small or No Investment Committee
  • Limited Internal Staff
  • Accustomed to Shared Investment Discretion
  • Seeking Board Education
  • Interest in Support Services such as Succession Planning
  • Examples: Private Schools, Community Foundations, Regional Non-Profits, Arts Organizations
  • Small to Large Organizations Founded and Run by Families
  • Small to Large Internal Staff
  • Seeking Advice on Multi-Generational Engagement
  • Interest in Foundation Services
  • Interest in Board Education or Succession Planning
  • Examples: Family Foundations, Charitable Trusts, Corporate Foundations, Community Foundations