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Outsourced CIO

We are among the leading providers of investment solutions for nonprofit organizations, offering a range of different approaches based on client needs and resources.

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Key Facts*

275

CLIENTS & INVESTORS

$12.9

BILLION IN ASSETS UNDER MANAGEMENT

24

AVG YEARS OF INDUSTRY EXPERIENCE
FOR SENIOR TEAM MEMBERS

5

GLOBAL OFFICES

*as of September 30, 2019

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  • Higher Value Outsourced-CIO Services
  • A Collaborative Approach

We take a total institutional approach to investment management, addressing wide-ranging factors that extend well beyond portfolio management. When your organization works with us, we begin by understanding your institution as a total enterprise, not just your investment portfolio.

  • We have worked as the outsourced investment office for nonprofit organizations for over four decades

  • We have the flexibility and scale to independently source investment managers that may otherwise be unavailable to investors

  • We provide asset management services supported by resources and expertise across investments, risk, operations, and service

2019 Custom-LargestOutMan_River2019 Custom-LargestOutMan_RiverBadge-IAM-2018-Highly-Commended

2018 Institutional Asset Management Awards sponsored by Fundmap, a Pageant Media company. The Commonfund rankings and awards cited may not be representative of any one investor’s or client’s experience and are not indicative of future performance.  See IMPORTANT DISCLOSURES | SURVEY RANKINGS AND AWARDS.

Our collaborative approach functions as an extension of your organization's investment committee and investment management resources. As your investment adviser, we would be a fiduciary with respect to the investment of the portfolio we manage for you. We work closely with you on all aspects of portfolio management, including investment policy review, asset allocation, portfolio construction, monitoring, rebalancing, risk management and reporting.

In addition to working with investors on their total portfolio, we have the flexibility to assist on a particular strategy area within a portfolio. This approach allows us to partner with you and focus on areas that are particularly resource intensive or complex.

Our Capabilities

  • Advisory Solutions
  • Portfolio Solutions
  • For those institutions that seek a discretionary investment management and advisory program, we provide fully customized professional management of investment portfolios along with a dedicated team to serve as an extension of your organization's investment committee and investment management resources. As your investment adviser, we would be a fiduciary with respect to the investment portfolio we manage for you as well as a resource for all your critical needs, such as:

    • Working collaboratively with you on all aspects of portfolio management, including:
    • Taking accountability for investment performance¹
    • Proactively communicating with you on important issues impacting your investments
    • Assisting in education to your board and/or investment committee

    For those investors that want to align their portfolio with the mission of their organization, Commonfund has capablilties in Environmental, Social and Governance (ESG) and impact investing.  We have a proprietary framework to assist your organization in formulating its approach to responsible investing, helping you to determine your priorities and understand the potential trade-offs.  We provide responsible investment programs such as:

    • Socially Responsible Investing (SRI) strategies
    • Strategies that incorporate ESG critiera
    • Sustainability and Real Assets strategies

    We have been working with nonprofit investors to provide total portfolio solutions for over four decades and as a discretionary OCIO for 15 years. Over the years we have learned that building a partnership is critical to the success of your organization, and distinctly different than a traditional consulting relationship. Once you decide to pursue the OCIO model it is important to research providers thoroughly and ask the right questions during the evaluation process. Based on our experience and best practices, this article on how to write your RFP (Request For Proposal) may prove helpful.

    1 Performance cannot be guaranteed. Past performance is not indicative of future performance.

  • For those institutions that seek an integrated solution to elevate and simplify the professional management of their investment pools, but who want to maintain discretion over asset allocation and rebalancing decisions, we provide the ease and diversification of multi-asset, multi-manager vehicles combined with simple, unified reporting. Investors can construct a portfolio of institutional managers that spans active and passive strategies, public and private markets as well as alternative strategies, including private capital and hedge funds.

    Each Commonfund client has the benefit of a dedicated relationship manager. Your relationship manager can serve as a resource to your staff, investment committee and board, providing insights on your investments with Commonfund and bringing access to the full resources of Commonfund. While each investor has a dedicated Relationship Officer, clients are supported by a team of associates and support staff to ensure that inquiries are handled quickly.  Further, our Investor Services team, supports client needs for investment subscriptions and redemption requests.  We also provide investors board-ready reports and access to our Client Reporting Portal to monitor and manage accounts from the convenience of any computer 24-hours a day, with immediate access to: 

    • Portfolio performance
    • Fund information
    • Cashflow management
    • Audit support
    • Private placement memorandums and subscription documents

    We have been working with nonprofit investors to provide investment solutions for over four decades – contact us to put our experience to work for your organization. 

Is your institution thinking of outsourcing?

We have been working with nonprofit investors to provide total portfolio solutions for over four decades and as a discretionary OCIO for 15 years. Over the years we have learned that building a partnership is critical to the success of your organization, and distinctly different than a traditional consulting relationship.

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