Endowment & Foundation OCIO Services OCIO SERVICES Serving as your Outsourced Chief Investment Officer Whether your organization is new to OCIO or you are a larger institution seeking access to niche investment managers, private investments and risk management, we work with you to determine the services that best suit your unique circumstances. What is an OCIO? Serving as an OCIO, Glenmede partners with organizations to customize their investment policy, which includes guidelines designed to help achieve the organization’s unique investment goals. We proactively implement an asset allocation strategy and select managers that are appropriate for the organization’s strategy, within the guidelines of their investment policy. And, we report changes through the course of regular communications and meetings. Offering a robust OCIO platform Our OCIO model is well suited for nonprofits, institutions and foundations that are looking for proactive expertise. As your organization’s investment manager, our core OCIO services include: Investment policy creation and customization Investment strategy and implementation Manager selection and due diligence Public and private market access Proprietary research Mission-aligned investing Investment performance reporting Customized educational programs Results-driven commitment Blending quantitative and fundamental disciplines, we design solutions intended to help clients grow and protect assets for the long term. Through our consistent approach, we construct your portfolio in ways that seek to meet your objectives. There are three core tenets of the Glenmede Endowment & Foundation Management investment philosophy: SOPHISTICATED SOLUTIONS powered by original thinking with a fiduciary mindset CUSTOMIZED APPROACH to reflect an organization’s mission, objectives and special considerations CONTINUOUS IMPROVEMENT extensive due diligence and avoiding herd mentality as we aim to create alpha Objective-focused process We execute our investment philosophy through a three-pillar process that’s customized to your organization. Portfolio Construction Manager Selection Choosing the right OCIO for your organization TRADITIONAL ADVISORY/ INVESTMENT CONSULTING SERVICES GLENMEDE’S OCIO SOLUTION Investment policy statement development ●● ● Strategic asset allocation creation ● ● Open architecture platform ● ● Ongoing manager due diligence ● ● Manager research and recommendation ● ● Manager selection ● Analyze, buy and sell individual securities ● Ongoing portfolio monitoring and rebalancing ● Portfolio risk and liquidity management ● In-house proprietary research ● Access to comprehensive external research ●● ● Custody and recordkeeping ●● ● Account administration ● May serve as Trustee with fiduciary responsibility ● Performance measurement and reporting ●● ● Advisory and educational services ● Coordination with outside advisors ● Philanthropic advisory and management services ● ● fee based ●● potentially limited Due Diligence Center Helpful resources for your organization CONSTRUCTING YOUR RFP When reviewing different ﬁrms, it helps to know the best questions to ask. We suggest addressing the following points in your RFP. Download Sample RFP UTILIZING AN RFP SCORECARD If you’re looking to “normalize” the assessment process, you can track potential providers across key categories with this scorecard. Download RFP Scorecard FIVE CONSIDERATIONS FOR EVALUATING AN OCIO Not exactly sure what to look for in a partner? Use the “T” test to evaluate your OCIO options. Download the Test Experience the Glenmede difference We welcome an opportunity to learn more about you and your needs. Contact Laura LaRosa at 215-419-6027, Laura.LaRosa@Glenmede.com, or click the link below. CONTACT US Who We Are Contact Careers Disclosures Terms of Use Website Privacy & Cookies Policy Subscribe to Glenmede Digest for the latest news & trends SUBMIT © 2021 Glenmede. All rights reserved. By clicking “Accept All Cookies”, you agree to the storing of cookies on your device to enhance site navigation, analyze site usage, and assist in our marketing efforts. By using this website, you agree to ourWebsite Privacy & Cookies Policy. Cookies Settings Reject All Cookies Accept All Cookies