Institutional Asset Management & Custody

Amalgamated Bank's Institutional Asset Management Group has been dedicated to the management and administration of employee benefit plan assets since 1973. Today, with more than $30 billion in assets under management and custody, we understand the unique dynamics of managing jointly-administered trust funds. We work with over 700 pension and benefit plans in providing a full range of custodial services and investment strategies. Click on the links below to find out more about our Institutional Asset Management and Custody Services.

Amalgamated Bank offers comprehensive and flexible Custody Services to meet a wide range of client needs and circumstances. Our goal is to help each client not only maximize efficiency, but also measure and manage risk and positively impact portfolio performance.

Amalgamated Bank offers a comprehensive Proxy Voting Services for all our equity commingled funds. The service is designed to ensure that the votes pertaining to all of a strategy's invested assets are cast consistently and in accordance with the fiduciary duties of loyalty and prudence.

Amalgamated Bank uses its power as a shareholder to advocate its Corporate Governance Services in order to encourage corporate boards to pursue sound governance policies and protect shareholder value. The Amalgamated investment team continually monitors companies in the portfolios using performance and practice screens. Areas of concern are addressed using a variety of methods.

Amalgamated seeks to maximize returns consistent with a strategy's risk parameters, while addressing governance and corporate practices issues in order to build a stronger and more positive investment environment.