A team dedicated to helping your organization advance its mission
TIAA Trust works with nonprofit board members, senior leaders and staff to help institutions like yours do more, work harder and further expand their mission. Advising clients on strategies that make the most of the choices available takes insight, understanding and a long-term commitment to your point of view. We believe that’s why many leading nonprofits turn to TIAA Trust for dedicated asset management, governance, custody and administrative services. Clients include:
Experienced professionals who understand the unique needs of institutional investors
Whatever your mission, your investment strategy is supported by professionals who understand the needs and opportunities that institutional investors have in the financial marketplace. Your TIAA Trust team can construct portfolios, perform investment product due diligence, and offer risk assessment to enhance portfolio customization.
A long heritage of nonprofit philosophy and service
TIAA Trust is a subsidiary of TIAA, one of the world’s largest financial organizations, with nearly a century of leadership helping nonprofits and their employees invest for tomorrow. TIAA traces its roots back to an initiative by Andrew Carnegie to improve the financial well-being of teachers. Today, TIAA Trust’s management of institutional assets is deeply rooted in our parent organization’s philosophy of helping those who are committed to doing good.
Long-term investment management.
Based on your goals, focused on you.
Across the entire spectrum of investment options, your portfolio team has the flexibility to develop asset allocations that seek to optimize cost, volatility and potential return.
Building the portfolio
The portfolio construction process involves selecting investments based on detailed quantitative and fundamental analysis. The process uses proprietary screens that evaluate investments on various operational measures followed by thorough fundamental review by our analysts. The funds are then further screened using investment models to determine the quartile funds which may respond well in rising and falling markets. These funds are used to build customized portfolios.
Your team looks for investment allocations designed to minimize downside risk while still providing acceptable returns. Risk is managed using advanced analytic tools, valuation discipline at purchase, and careful monitoring of portfolio performance.
Selecting money managers
Our open investment architecture gives your TIAA Trust team the power and flexibility to offer portfolio strategies that are in your organization’s best interests.
Five-step fiduciary investment process
Institutional assets are managed using a five-step methodology to ensure the investment strategies put in place are tailored to your objectives and best interests.
Services to help you manage more effectively
Enhancing the effectiveness of your organization's governance can have benefits beyond the balance sheet -- saving you significant time, money and effort.
For most organizations, governance is organized around strategic oversight, planning, operations and execution. Your TIAA Trust team can assist in certain aspects of governance, including investment policy consultation and answering questions around committee membership, such as number of people and desired experience.
|Helping you enhance governance at every level|
|Board||Help define risk tolerance and provide ongoing communication.|
|Investment and/or finance committees||Help set investment policy, risk policy, roles and responsibilities, portfolio goals, costs, liquidity, and performance goals; evaluate and select managers; develop investing guidelines.|
|Staff||Help identify portfolio-related administration challenges and implement strategies.|
Adhering to higher standards that focus on your best interests
Fulfilling your fiduciary responsibilities can be easier with guidance and service from a team that understands the importance of doing the right things for the right reasons. Because TIAA Trust is a federally chartered savings bank, you’ll get consultation and service that is held to rigorous regulatory standards. Furthermore, we hold our employees to the highest standards for integrity, service, commitment and customer satisfaction. In our capacity as fiduciary, we offer a wide range of services, including:
More ways to help you advance your mission
Today, nonprofit institutions need to use all the resources at their disposal to enhance and advance their missions. This emphasis on service delivery is just one reason many institutions choose to outsource some or all of the functions of investment administration, up to and including the Chief Investment Officer. We can offer CIO services that move day-to-day operations from your desk to ours. Your staff will have more time to focus on advancing your strategic vision and helping your institution pursue its goals.
Services to help keep your operations running smoothly
Either in support of your internal staff or by taking on fully outsourced functions, you get a full range of administrative services. These extensive capabilities allow you to better centralize, control and streamline your operations.
|Comprehensive reporting services||
A note on the name: Throughout this website and in other communications with us, you’ll see “TIAA, FSB” shortened to “TIAA Trust.”Investment, insurance and annuity products are not FDIC insured, are not bank guaranteed, are not deposits, are not insured by any federal government agency, are not a condition to any banking service or activity, and may lose value.
TIAA, FSB provides investment management and trust services.
© 2015 TIAA, FSB, One Metropolitan Square, 211 North Broadway, St. Louis, MO 63102