Are you dissatisfied with your investment portfolio? Have you experienced a pattern of disappointing returns? You need to work with a financial partner who not only understands your investment portfolio, but also your institution as a whole. As a pioneer of outsourced CIO services for nonprofits—and one of the only nonprofit asset managers serving institutional investors in the U.S.—we’re leaders in a range of customized investment solutions and resources that fit your organization’s needs. As your partner Commonfund Asset Management will work to preserve and grow your long-term purchasing power, maintaining intergenerational equity to support the mission of your institution.
We’ve worked with nonprofit investors for almost 50 years and served as a discretionary outsourced CIO for almost 20 years. We’re proud to work with organizations that include:
Public and operating charities | Private foundations | Cultural institutions | Colleges and universities | Higher education institutionally related foundations (IRFs) | Secondary schools
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Our total institutional approach to investment management involves addressing wide-ranging factors that extend well beyond portfolio management. With help from our affiliates, we manage customized investment programs for endowments, foundations, and other nonprofits. We apply the endowment model of investing to institutional portfolios, providing investment flexibility by using independent sub-advisers for discretionary and non-discretionary outsourcing engagements. Our programs incorporate both active and passive strategies in equities, fixed income, hedge funds, real assets, and private capital.
Working with an outsourced CIO partner provides ongoing professional investment assistance—this means a more comprehensive approach to your institution’s finances than you’d likely be able to manage alone. Effectively managing a large, complex, global portfolio is a full-time job, so giving this responsibility to us means your committee members have more free time to spend on strategic priorities for your organization. We’re dedicated to helping you navigate the complexities of investing.
Whether you want complete external management and advisory of your portfolio or want to retain control over certain aspects of your investments, we provide a customizable approach to meet your needs.
We are prepared to make all investment decisions and advise on your complete portfolio. As your investment advisor, we collaborate with you on the goals for your portfolio, take accountability for investment performance, and communicate with you and your board or investment committee to explain your investments. You will have a dedicated investment officer and team to support all of your needs. You are further supported by our 60+ person investment team and all of the firm’s resources, including client services, operations, risk management, and more. To keep you informed, we provide timely and frequent updates on the economy, markets, and portfolios, and you have 24/7 access to your investments through our client portal.
If you’re interested in aligning your portfolio with your organization’s mission, we have capabilities in environmental, social, and governance (ESG) and impact investing, as well as a proprietary framework that will help form your approach to responsible investing.
This discretionary approach is primarily designed for large institutions with portfolios over $50 million.
If you’re looking for an integrated solution that will simplify the management of your investments while retaining discretionary control of asset allocation rebalancing decisions, we offer a portfolio management solution that delivers diversification and unified reporting through multi-asset and multi-manager investment vehicles. You can construct a portfolio of institutional managers that spans active and passive strategies, public and private markets, and alternative strategies like private capital and hedge funds.
Your dedicated relationship manager serves as a resource to your staff, investment committee, and board, providing insight into your investments and allowing access to all of our resources. In addition to your relationship manager, you’ll be supported by a team of associates who will ensure your investment subscriptions and redemptions, as well as inquiries, are handled quickly and efficiently. To keep you informed, we provide timely and frequent updates on the economy, markets, and portfolios, and you have 24/7 access to your investments through our client portal.
This non-discretionary approach is primarily designed for large institutions with portfolios under $50 million.
It is important for nonprofits to effectively manage their liquid portfolios and invest according to best practices. Commonfund can help appropriately diversify your operating assets portfolio based on your risk tolerance and budget needs. Investment solutions range from fixed-income only to portfolios that include allocations to equities and alternatives. We’ll help you determine where to invest in order to achieve the appropriate risk/reward profile for your institution.
Your financial partner should be an extension of your organization. That’s why we work with your investment committee as advisors for the portfolios we manage. We collaborate with all of your internal teams to manage your total portfolio, providing flexibility to assist with specific strategies or focus on particularly complex pieces. Instead of trying to keep track of every aspect of your portfolio alone, let us assist with all of the critical pieces.
Investment policy review | Asset allocation | Portfolio construction | Monitoring and risk management | Rebalancing and capital calls | Consolidated reporting
Our client reporting portal provides 24/7 remote access to your accounts with immediate insight into your portfolio performance, fund information, cashflow management, audit support, private placement memorandums, and subscription documents.