Endowment and Foundation Advisory Process
At Glenmede, we take an integrated approach to the management of Endowment and Foundation assets. An integrated approach means building a comprehensive view of the organization’s unique financial situation and understanding its needs, concerns, and aspirations. Then we build an investment strategy and administrative process that meets those specific needs.
This collaboration is achieved using an advisory process comprised of three basic steps:
- assessment – understanding the needs of your organization;
- implementation – developing an investment portfolio from all the different choices that captures our best ideas and suits the organization’s needs; and
- ongoing monitoring – timely re-evaluation, re-balancing, and communication around changes to the organization’s plan.