Outsourced CIO

Many of our clients look to Glenmede as their outsourced Chief Investment Officer. We combine sophisticated investment management and research expertise to preserve capital and provide for the real growth of your investment portfolio.

We will create customized asset allocation goals for your family’s portfolio and manage that allocation within a disciplined framework that reduces risk and maximizes expected returns. Our combined proprietary and open-architecture platform includes equities, fixed income and alternative investments such as hedge funds, real estate, private equity and commodities.

  • Investment Strategy and Implementation
    • Investment Policy Development
    • Custom Asset Allocation
    • Ongoing Manager Research and Due Diligence
    • Manager Selection and Implementation
    • Ongoing Monitoring and Tactical Rebalancing
    • Discretionary Portfolio Management
    • Public and Private Market Access
    • Ongoing Risk and Liquidity Management
  • Research
    • Proprietary Research
    • Manager Research
    • Strategic Partnerships with Third-Party Research Providers
    • Timely Market Commentaries and Insights
    • CIO Economic and Market Updates
    • Conference Calls, Webinars and Seminars
  • Reporting
    • Custom Performance and Benchmarking Reports
    • Consolidated Reporting
    • Online Account Access
  • Account Management
    • Coordination with Outside Advisors
    • Regular Client Visits and Communications
    • Custody 

Download PDF of Outsourced CIO Overview