The Greenleaf Trust team of professionals helps ensure that investment assets are managed prudently to benefit your organization and support its mission.
Nonprofit organizations, educational institutions and corporations rely on their staff, volunteers and advisors to carry out their respective missions. Whatever the mission, challenges and culture of an organization, the efficient and effective use of financial resources is a high priority. Greenleaf Trust has significant experience in the management and administration of institutional funds, including operating assets, endowment funds, and charitable trusts.
Greenleaf Trust is an independent, fee-based trust and investment management firm. Our services for institutions include the following:
- Full custody, reconciliation and reporting on all assets
- Investment management services, including strategy and portfolio construction decisions driven by the Greenleaf Trust research team
- Analysis, development and monitoring of spending and distribution policies
- Sustainable, responsible and impact (SRI) investing options and tools
- Client-focused investment seminars, thought-leadership discussions and market and economic updates
- Customized reporting and meeting schedules driven by the clients’ needs
- A comprehensive suite of retirement plan services
Frequently Asked Questions about Institutional Services
How does Greenleaf Trust support nonprofit endowment management?
+
We help nonprofits manage assets prudently to ensure their mission is supported for the long term. Our team provides expert portfolio construction, spending policy analysis and customized reporting, ensuring that your organization’s financial resources are utilized effectively to meet your charitable objectives.
What are Sustainable, Responsible and Impact (SRI) options?
+
SRI investing allows institutions to align their portfolios with their organizational values. Greenleaf Trust provides the tools to screen for environmental, social and governance (ESG) factors, enabling boards to pursue competitive returns while supporting social or environmental causes consistent with their mission.
Does Greenleaf Trust provide institutional custody and reporting?
+
Yes. We offer full custody, reconciliation and reporting on all institutional assets. Our transparent, customized reporting is designed to meet the specific needs of boards and audit committees, providing the clarity and data required for sound fiduciary oversight.
How do you help boards develop spending and distribution policies?
+
We provide deep analysis to help boards develop and monitor spending policies that balance current cash flow needs with long-term growth. Our research-driven approach ensures your distribution rate is sustainable through various market cycles, protecting the longevity of the institution’s funds.
Why is an independent research team important for institutions?
+
Our independent, in-house research team ensures that every investment decision is unbiased and free from the pressure to sell proprietary funds. This independence is critical for institutional boards, as it aligns our strategy purely with the organization’s fiduciary duties and long-term financial health.