Working with us

Alignment with Clients

Focused on investing not asset gathering

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.


roles of board, investment committee, internal staff, and Edgehill

Spending policy

client specific to maintain intergenerational equity

Unique institutional preferences

budget supported by endowment, audit and tax issues, debt issuance, legacy portfolio

Asset allocation

target and defined ranges for each asset class


customized for each asset class and the entire portfolio

Risk parameters

leverage, liquidity, manager concentration limits

Customization Advantages

Client Owns Manager Relationships
Client Owns Manager

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

Investment Committee Materials
Investment Committee

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

Comprehensive Operations

Rigorous reporting and safeguarding of client assets

Edgehill works with each client to tailor an administrative support model that best meets their needs. Our comprehensive services and deep expertise allow us to support clients with varying levels of in-house resources. Edgehill engages an independent Fund Administrator which provides portfolio accounting and investment performance with Edgehill’s oversight. Our areas of responsibility include:

  • Performance reporting
  • Reconciliation of daily transactions, capital calls and distributions
  • Cash management and oversight
  • Operational due diligence
  • Subscription and redemption documents preparations
  • Adherence to Know Your Client (KYC) and Anti-Money Laundering (AML) regulations
  • Private partnership amendments
  • Maintenance of client liquidity requirements
  • NACUBO reporting support
  • Audit support