Edgehill is committed to enhancing the financial well-being of institutions that benefit society. We do so by serving as the investment office of each of our clients and applying rigorous processes developed over our tenures to strive to generate strong investment performance. All of Edgehill’s revenue is from our OCIO business; we have no conflict of interests.
Edgehill provides comprehensive portfolio oversight and our clients' Investment Committees provide strategic governance. We work integrally with each client’s staff and leadership. We develop an Investment Policy Statement, customize reporting, provide in-person investment committee meetings and give transparency to Edgehill’s research and portfolio construction process. Edgehill is accountable for results.
maintaining long-term relationships with elite managers for decades is in each client’s best interest
customized to client’s return objectives, risk tolerances and liquidity preferences
beyond standard templates and rote methodologies to provide detailed, customized materials with full transparency
services may include in-person manager presentations, speaking with donor/student groups, stock gift processing