Offerings

Outsourced Chief Investment Officer Services

Devote more time to your mission
The growing complexity of markets has caused many nonprofits to reconsider their endowment management approach. Our OCIO option supports your endowment by taking on the investment management responsibilities. With our OCIO services, you can outsource complex aspects of portfolio management and optimize the use of your internal resources. Whether you are a large or small institution, we handle the day-to-day responsibilities for manager selection, rebalancing, risk analysis and reporting, so your team can focus on advancing your strategic vision.

Access to leading managers on a global scale

With an exclusive focus on nonprofits, we understand the challenges and needs of endowments. We have a seasoned team of investment professionals from endowments and investment management firms. You receive direct access to their expertise, knowledge and connections across global markets, helping your institution execute quickly on market dislocations and investment opportunities.

Sophisticated endowment management

We offer flexible, customizable discretionary management. Using a consultative approach, we gain an understanding of your long-term institutional goals and short-term needs. We seek competitive risk-adjusted returns through targeted asset allocation and portfolio construction that takes into account a range of risk factors to build well-diversified portfolios. We actively manage and customize your allocation to focus on equity growth, downside mitigation, inflation protection and liquidity management.

A deeper level of due diligence

An intensive qualitative and quantitative review drives our investment process. We place capital with quality managers and proactively monitor both manager and portfolio-level risk. Each of our investments undergoes months of rigorous analysis by our due diligence team before it is approved. We conduct thorough investment, risk and operational due diligence on all of the investments in our portfolios.

Specialized knowledge across asset classes

We have a staff of investment professionals from both the nonprofit and private sectors. With specialized knowledge across traditional and alternative asset classes, we actively manage portfolios to take advantage of market opportunities.

Alleviate administrative burdens

We provide governance and administrative support to help you meet reporting and regulatory requirements. Our OCIO services streamline operational and accounting processes, provide timely reporting and help you implement checks and controls around operations, accounting and compliance.

Rely on the breadth of our OCIO capabilities:

  • Investment management
  • Risk management
  • Investment policy statement guidance
  • Governance support
  • Investment operations and accounting support
  • Market and industry analysis
  • Advice on institutional issues
Investment policy

Find investment policy guidance

Outsourced CIO

Outsource your endowment investment management (OCIO)

TIAA Institute

Informing decisions: from insights to outcomes

Planned gift management

Enhance your planned giving program

Research and thought leadership

Discover current trends affecting endowments

Donor Advised Funds

Elevate your fundraising with a powerful, turnkey program

Contact

Get in touch

We look forward to continuing the conversation—and discussing how our services can help advance your organization’s mission today and for generations to come.
TIAA Endowment & Philanthropic Services (“TEPS”) is the business unit through which TIAA offers endowment management and planned giving services. TEPS operate through subsidiaries of TIAA including Covariance Capital Management, Inc., Kaspick & Company, LLC and TIAA, FSB. Covariance Capital Management, Inc. and Kaspick & Company, LLC are investment advisers registered with the Securities and Exchange Commission. TIAA, FSB is a federal savings bank. Registration does not imply a certain level of skill or training.
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