Corporate Responsibility

Since our founding in 1971, we have pursued a singular mission - to enhance the financial resources of our clients by delivering exceptional performance, service and insight.

Key Facts

$25.2

BILLION IN
ASSETS UNDER
MANAGEMENT

47

YEARS OF
OPERATION

5

GLOBAL OFFICES

1,367

INSTITUTIONAL
CLIENTS

161

EMPLOYEES

B

2018 PRI SCORE1

  • Overview
  • A Message from Our President

    anson_150We are pleased to share with you our inaugural Corporate Responsibility Report. Since our founding in 1971, Commonfund has pursued a singular mission – to enhance the financial resources of our clients by delivering exceptional performance, service and insight. Beyond our focus on investment excellence, we have also shared our clients’ dedication to addressing the social, economic and environmental challenges of our time. This focus has been a part of our culture since our founding, as you can see in the “Look Back to Look Forward” feature in the report, which includes an excerpt from our 1973 Annual Report detailing our efforts in responsible investing at that time. We are happy to report that our commitment to corporate responsibility is as robust as ever and remains fundamental to how we govern the organization.

    In this first report, we provide a view into the work being done across all aspects of our business to further incorporate responsible and sustainable practices. It is often said that “What gets measured, gets managed.” To that end, this report establishes a set of baseline measures that we will strive to improve upon going forward. We believe that this open and transparent approach will foster a sense of shared responsibility, informing how we partner with clients, collaborate internally and make investment decisions.

    We are cognizant of the challenges with respect to sustainable investing. Notably, challenges in data collection, consistency and measurement. Yet, we remain committed to a three-part sustainability investment process:

    • Integration into Investment Process – as signatories to the Principles for Responsible Investment, among the many factors we consider in evaluating risk and return are environmental, social and governance implications (ESG), and we continuously evaluate our managers’ approaches as well.
    • Alignment with Mission – we understand that each institution with whom we work has a unique mission. We work closely with each client to craft a portfolio that aligns their investments with their mission.
    • Impact to Accelerate Change – for institutions that want to use their portfolio to accelerate change in their community we design a plan to incorporate that requirement into the portfolio.

    We are proud to lead an organization that has corporate responsibility and sustainability at the core of everything we do. Great institutions continually seek to learn and improve. We are committed to strengthening our culture and embedding responsible practices more deeply into the firm. We are also committed to sharing our progress with you.

  • Assets Under Management

    As of September 30, 2018

    aum-930

    There is no legal or regulatory term defining “OCIO” or “outsourced chief investment officer” services, and the meaning of such term varies from one individual to another. Accordingly, such services have been defined for purposes hereof to mean the management of (i) an institution’s long-term or operating reserves (“Reserves”) pursuant to an investment management agreement executed between a registered investment advisor and such institution (or, in certain limited circumstances, through a fund or separate account structure intended to achieve comparable objectives) and (ii) all or substantially all of an institution’s Reserves, with advice related thereto being provided to such institution by a registered broker-dealer and which advice is solely incidental to the conduct of such broker-dealer’s business or to its brokerage services.

  • A Mission Aligned with Clients

Corporate Responsibility

  • Responsible Investing
  • Our Commitment
  • Commonfund @ Work
  • Making a Difference

First and foremost, Commonfund is an asset management firm. Our investment team integrates environmental, social and governance considerations into each step of our process – from manager sourcing to portfolio construction.

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Recognized two years in a row for ESG and impact investing leadership, Commonfund is committed to being a thought leader in this area since our founding.

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See Important Disclosures | Survey Rankings

At Commonfund, employees are our greatest asset. We strive to attract talent from the broadest pool to foster innovative thinking and unique points of view.

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As a nonprofit organization, mission is in our DNA. We strive to make a difference every day by serving our clients and our communities.

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Is your institution thinking of how to integrate ESG factors into your portfolio?

Investment professionals continue to debate whether or not a portfolio's long-term performance can be enhanced by including environmental, social and governance (ESG) considerations into their process.

Fill in your details to download our whitepaper From SRI to ESG: The Changing World of Responsible Investing to learn more about socially responsible investing and what it could mean for your institution.

Note: Data is as of September 30, 2018

1 Commonfund 2018 PRI Assessment Report. Rating for 01. Strategy & Governance (22 stars out of a possible 30 stars from 10 indicators). Bands range from 'A+' (top band) to 'E' (lowest band).