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