Investment strategies for Endowments, Foundations & Families

Our Outsourced chief investment office group works closely with you to understand your needs. We then customize a portfolio to help meet your objectives, and can act as your full-service, outsourced chief investment office (OCIO). Beyond investments, we advise on governance, operational efficiency and other best practices. By taking advantage of our team’s knowledge and experience, you’re free to focus on what matters most—the good work of your organization.

Well-managed investments are crucial to your ability to make an impact

The keys to a well-managed investment portfolio are time, knowledge and resources. But today’s board members face many competing demands on time, including setting strategic priorities, development and measuring impact. These important but time-consuming priorities may limit their ability to focus on investments. Take a moment to consider whether you have the bandwidth and resources to:

  • Develop and manage a diversified portfolio across asset classes.
  • Evaluate and select top-tier investment managers.
  • Track fluctuating market conditions and tactically allocate to capitalize on opportunities.
  • Manage day-to-day administration and reporting requirements.
  • Monitor sustainable investment trends.
  • Stay abreast of peer and industry trends.

These are just a few of the complex tasks our Outsourced chief investment office  team can help with. Our investment specialists have wide and deep institutional experience, and we love what we do. We’re here to make your job easier. And to allow you to concentrate on running your organization.

We’re exclusively focused on you

Our Outsourced chief investment office team consists of 17 senior portfolio managers across the globe and manages more than $37 billion in customized solutions on behalf of our clients.1

We offer a full-service suite of services, including:

  • Asset allocation, including customized solutions for single- and multi-asset class mandates.
  • Portfolio construction advice and execution, including tactical shifts.
  • Manager selection and due diligence. 
  • Liquidity management.
  • Education and thought leadership for your board.
  • Comprehensive administrative reports and support including monthly statements and performance reports, detailed quarterly performance analysis, and access to real time data.

We provide these services to different types of organizations, such as: 

  • Higher-education institutions and schools
  • Private and family foundations
  • Arts, cultural and community organizations
  • Hospitals and healthcare
  • Charitable organizations and other not-for-profits
  • Family offices and associates

Outsourced Chief Investment Office (OCIO) Capabilities at J.P.Morgan

A growing number of endowments, foundations and families are recognizing the value of using outside resources to help them meet their goals. They can select the resources suitable to their needs and still maintain control. This worldwide shift toward outsourcing is a by-product of the ever-increasing complexity of global markets. It also signals a growing awareness among organizations that more successful portfolio management requires more sophisticated tools and resources, as well as more timely decision making. Working with an OCIO has enabled investment committees to better focus on policy, strategy and other key issues— and it doesn’t mean loss of control. Organizations retain the ability to choose investment managers, determine their level of discretion and set investment guidelines. Through J.P. Morgan’s Outsourced chief investment office, endowments, foundations and families can work closely with seasoned practitioners, and can access a comprehensive range of portfolio management services tailored to their own specific objectives.

Partnership is key to success

As a committed partner, we are here to create a sound investment plan with your committee that will help your organization grow and flourish. We believe that ongoing communication is crucial to any relationship, and we will work with you to develop a plan of ongoing dialogue that suits your needs.

Access to philanthropic experience

You will have access to The Philanthropy Centre at J.P. Morgan, a source of ideas and experience about board fiduciary responsibility, strategic planning, marshalling resources and broad governance matters.

Peer and industry insights

There is no better way to learn, innovate and inspire than by connecting with passionate people who share your values. Our insights from working with other not-for-profit clients as well as our connectivity to the industry’s thought leaders and networks offer ongoing perspective to your organization. Keeping your team informed on these ever evolving trends and strategies should help you make decisions on your path to achieving impact.

1J.P. Morgan Outsourced chief investment office Team

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To learn more about J.P. Morgan’s investment business, including our accounts, products and services, as well as our relationship with you, please review our J.P. Morgan Securities LLC Form CRS and Guide to Investment Services and Brokerage Products

 

JPMorgan Chase Bank, N.A. and its affiliates (collectively "JPMCB") offer investment products, which may include bank-managed accounts and custody, as part of its trust and fiduciary services. Other investment products and services, such as brokerage and advisory accounts, are offered through J.P. Morgan Securities LLC ("JPMS"), a member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMCB, JPMS and CIA are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. Please read the Legal Disclaimer in conjunction with these pages.

INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED

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