Customized investment management for nonprofits
As a leading investment manager for endowments and foundations, Amalgamated Bank has demonstrated the commitment and integrity your organization can trust.
At Amalgamated, we work with you to understand your organization's mission and spending needs, and create a customized investment strategy that is low-cost, adheres to your investment policy guidelines and targets your strategic investment objectives.
Asset management for endowments and foundations
Our experienced investment professionals will provide:
A comprehensive investment platform
We offer both passive index and actively-managed funds spanning equity, fixed-income and real assets through both our family of collective investment funds and customized separately managed accounts. We proudly offer traditional as well as ESG and Impact investing strategies.
A customized approach
Our experienced team approaches each investment decision with an understanding of your goals. Whether your organization seeks a balanced approach to manage your entire portfolio, or an individual asset class strategy, we will design a customized solution that adheres to your investment policy and reflect your organization's risk and return parameters.
We embrace the use of passive strategies to reduce the costs of our investment solutions so that our clients can retain more of their earnings and put that towards their mission.
We are committed to ensuring each of our clients receives the one-on-one service and attention they deserve from a dedicated relationship manager and service team.
Reporting and 24/7 access
We offer an online portal featuring tools and reporting to give investment committees the transparency you need need to effectively manage and value your investments.
- Through our Balanced Strategy, we design and implement a tailored portfolio aimed at achieving your organization's investment objectives. Click here to learn more about our Balanced Strategy.
- Our Low Carbon Equity Index Strategy seeks to maintain US Equity exposure to a broad market index while reducing the carbon footprint of investment portfolios. To learn more, contact Charlie Wright, CFA, FVP of Nonprofit Investment Management at the contact information above.