Provider Profiles
Glenmede Trust Company, N.A.
| Portfolio Construction |
| Glenmede’s Endowment & Foundation team leverages over 65 years of experience in exclusively serving nonprofit clients. Our approach ensures that we will collaborate with our client, viewing ourselves as an extension of your team and resources. While we have the benefit of a long history of serving foundation clients and disciplined protocols for managing client assets, we also have the discretion to customize solutions and processes based on your specific circumstances. We use a tailored approach to discretionary investment management services, ongoing risk management and tactical asset allocation modifications. Glenmede couples its expertise in investment management with a wide array of administrative services. |
| Profile | |
| Business model§ | OCIO only |
| Year entered into OCIO business | 1978 |
| No. of relationship managers/salespeople | 126 |
| No. of OCIO portfolio managers | 188 |
| OCIO % of total firm revenue | 25% |
| No. of clients, full discretion | 261 |
| Full Discretionary Assets | |
| Total full discretionary OCIO assets | $10.9b |
| Discretionary Assets by Fund Type | |
| Defined benefit | $0mm |
| 401(k), 403(b) or other defined contribution plan | $0mm |
| Endowments or foundation | $10.9b |
| Health care pools (board designated, funded depreciation) | $0mm |
| Other | $0mm |
| §OCIO only: Open-architecture (no proprietary products used): Investment outsourcing is only business line. OCIO + other: An open-architecture or manager-of-manager investment outsourcing platform as one of multiple business lines. Implemented consulting: A consulting firm that also has discretion over assigned assets. Proprietary/non-proprietary: An investment outsourcing platform that offers proprietary products alongside non-proprietary products. Other: An OCIO platform is something other than the types listed above. |