A full-service relationship
CLIENT ENGAGEMENT
Our OCIO model goes beyond traditional investment advisory.
While investment advisory is the linchpin of our offering, some see us as an extension of their staff and we believe we can bring tremendous value with a variety of additive resources
CLIENT-SPECIFIC SERVICES
Board education:
Orientation for new board members
Investment policy statements:
Development, implementation, and review
Spending policy analysis:
Cash flow review and planning
Development insights:
Topics include fundraising, planned giving, donor education, etc.
Fundraising and development peer reviews
Board endowment tutorials and trends updates
Research and thought leadership designed specifically for the institutional client
RESEARCH & INSIGHTS
Philanthropic Speaker Series
WEBINARS
Series of virtual and hybrid webinars designed to address topics tailored to an institutional and nonprofit audience.
Sample topics include: Planned giving, donor-advised funds, legacy societies, ESG (environmental, social, and governance), DEI (diversity, equity, and inclusion) etc.
White Papers
RESEARCH
Educational research designed to support our institutional and nonprofit clients, prospects, and network.
Sample topics include: Independent schools, Endowment and foundation trends, Catholic foundations
Customized research
INSIGHTS
Client-specific studies on a variety of topics related to investing, governance, development, peer comparisons, and more.
Personal access to subject matter specialists across a variety of disciplines
PROFICIENCY
Economics, traditional and nontraditional asset classes, manager research, investment strategy, and portfolio construction including implementation of asset class views through a variety of passive, active, and factor-based solutions.
Sustainable investing
Emerald Family Office & Advisory®, which specializes in complex capital transitions for a variety of enterprises and structures.{{wt-d33*}}
Let’s discuss how our resources may help drive your organization’s portfolio.
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