OCIO FOR NONPROFITS

OCIO services for nonprofits

We want what you want

You can trust us to help you carry out your mission.

Your mission is also ours

Managing nonprofit assets is a time-consuming job—especially considering that there are so many other tasks in your organization that require your attention. So, let us handle the assets for you.

 

In fact, we’re determined to help you accomplish what you set out to achieve with your investment goals, and we’ll customize our services to fit your objectives.

 

To do this, we’ll assign a select team of specialized professionals, led by a senior investment consultant, who will work with you to meet your goals as if they were our own.

TRUST IS KEY

No. 1

We ranked highest for being “a company I trust.” 

Ranked by Cogent Syndicated in March 2023, based on a study conducted between October and December 2022.1

 

 

Specialized expertise where you need it most

After all, we know your business.

We’ve got you covered

What's your sector? Health care? Higher education? Endowments? We're at home working with any of these, and many more. Here's a list of the sectors, services, and organizations we cater to day- to-day:

  • Health care
  • Higher education
  • Primary and secondary education
  • Religious organizations
  •  Arts and humanities
  • Associations and societies
  • Community foundations
  • Private foundations

We understand, and value, the essential contributions nonprofits make to our communities—from caring for our health, to educating our children, to supporting the arts, and more. That’s why we’ve got the strategic investment solutions to support your mission.

Robust investment strategies

Our strategic approach

Minimizing risks. Maximizing returns.

You can count on our specialized expertise to develop smart investment strategies. With a team of investment professionals, we’ll easily carry the responsibility, and employ the precision, required to give you a strong investment approach.

TENURE

45+

Our manager search team has more than 45 years of experience minimizing risks and maximizing returns.

 

 

We pride ourselves on our investment track record, and we have a history of outperforming our peer groups.2 But we didn’t get there overnight. We honed our portfolios over the decades by selecting only the highest‐quality investments, building diverse portfolios, and focusing on long‐term outcomes rather than short-term return. With our OCIO services, you get access to worldclass unaffiliated active managers with fees negotiated at scale.

We'll work with you—and for you

Happy to be part of the team

We don’t assign people just to fulfill a business need. Rather, you’ll work with a boutique team of OCIO specialists who are focused only on you and your needs.

Essentially, we’re rolling out the red carpet for you. Your team brings the understanding, vision, and resources one of the world’s largest investment management firms to support your organization. They’ll handle all the details of your complex investment strategy, giving you the freedom to focus on your organization’s mission-critical work.

This is an important part of your business. And you’ll need someone at your side you can trust to help you with it. That’s us. Please reach out for more information about how we can work together.

Let's get in touch

Or simply give us a call at 888-888-7064. If you’re already a client of ours, you can contact your representative.

1 Source: Escalent. Cogent Syndicated. US Institutional Investor Brandscape®, March 2023. Data collected via quantitative survey from October to December 2022. A representative cross section of 774 investors participated in the survey. Among the asset managers they are familiar with, 89% of $500M+ nonprofit respondents indicated Vanguard is the one most associated with "being a company I trust." Although Vanguard compensates Cogent for marketing services, Cogent’s opinions and evaluations are independent and unrelated to the selection of Vanguard for this ranking.

2 Source: Lipper, a Thomson Reuters Company. Number of Vanguard funds that outperformed their Lipper peer group averages for periods ended December 31, 2022: For the one-year period, 6 of 6 Vanguard money market funds, 67 of 118 bond funds, 19 of 31 balanced funds, and 151 of 221 stock funds, or 243 of 376. For the three-year period, 6 of 6 Vanguard money market funds, 66 of 112 bond funds, 25 of 31 balanced funds, and 166 of 218 stock funds, or 263 of 367. For the five-year period, 6 of 6 Vanguard money market funds, 81 of 111 bond funds, 26 of 30 balanced funds, and 162 of 201 stock funds, or 275 of 348. For the ten-year period, 6 of 6 Vanguard money market funds, 80 of 90 bond funds, 21 of 24 balanced funds, and 142 of 184 stock funds, or 249 of 304. Only funds with a minimum one-, three-, five-, or ten-year history, respectively, were included in the comparison. Results will vary for other time periods.

Note that the competitive performance data shown represent past performance, which is not a guarantee of future results, and that all investments are subject to risks. For the most recent performance, visit our website at www.vanguard.com/performance.

All investing is subject to risk, including the possible loss of the money you invest. Diversification does not ensure a profit or protect against a loss.

Advice services offered through Vanguard Institutional Advisory Services are provided by Vanguard Advisers, Inc., a registered investment advisor.