Managing significant assets while adhering to your organization’s mission requires great balance. As a partner in your organization’s success, our priority is to understand and support your mission, needs and circumstances.
Your investment committee can depend on us to serve in our best capacity to meet your needs—as your outsourced Chief Investment Officer (OCIO) or as a manager of traditional investment solutions—to help ensure the fulfillment of your fiduciary duties.
We actively work alongside your nonprofit’s board, staff and other advisors to ensure the services we provide are integrated with your organization’s strategy.
Our investment approach is tailored to help grow your organization’s assets and guard against downside risk. We believe in a collaborative approach to building investment portfolios—from strategy development to asset allocation, manager selection and navigating the complexities of private alternative investments—all with the singular focus of supporting your organization’s mission in perpetuity.
We can help deepen your commitment to the issues that are most important to your organization by aligning your core values with your investment portfolio.
Reliable access to cash is crucial to your organization’s ongoing operations. Our in-house cash management solution may help your organization balance its need for safety, liquidity and yield while ensuring that decisions about your portfolio are synchronized with your liquidity needs.
Our in-house manager research and selection covers all asset classes across public and private markets. Your organization can leverage our independent analysis on a wide breadth of third-party investment managers. We continuously monitor the managers selected for your portfolio, so you can focus on your organization’s most important work—its mission.
Building a long-term strategic investment policy begins with understanding your organization’s circumstances: your mission, history and spending needs. We can collaborate on the development or refinement of a guiding set of policies to serve as the foundational governance document for managing investment portfolios.
Transparency into complex portfolios is critical to understanding performance. We help you evaluate the success of investment decisions with sophisticated benchmarking strategies. You gain access to a comprehensive view of portfolio information—performance, holdings, market valuations and transaction activity—aggregated across public and private market investments. You can also take advantage of our sleeving capabilities, which allow you to see all of your investments in one clear view—by individual account or in total—making reporting simple and consistent.
We offer a comprehensive support structure to manage the complexities of diversified portfolios. Our dedicated client service team can help administer the operational aspects of private fund investments—from account opening and administration to documentation, secure management of capital calls and money movements and much more.
The management, measurement and administration of your investments represents the central value proposition that we offer your organization. Beyond investments, we can also provide a range of philanthropic solutions and strategic advice in support of your mission.
Webinar: 2025 Shareholder Engagement Update
Profitability validates U.S. stock market performance, but don’t discount the risks
Unlocking attractive long-term return potential: The case for private equity
