KeyBank Institutional Advisors

An unbiased investment manager and fiduciary that delivers on your mission.

KeyBank Institutional Advisors provides award-winning, expert advice tailored to nonprofit organizations, foundations and endowments, government agencies, pensions, and corporations.

190 years

Serving the needs of our clients and their organizations

$60 Billion

In assets under administration

$14 Billion

In assets under management encompassing more than 3,500 accounts

Your Institutional Advisors team functions as an extension of your team. We're committed to our clients' missions. It's about a passion for community, bringing people together, and making the places we live that much better.

It's that personal approach and deep institutional expertise that leads to a 99% client retention rate and long-term relationships that average almost two decades.

Pension Bridge Institutional Asset Management Fund of the Year
Fundmap Institutional Asset Management Awards 2018 Winner
Pension Bridge OCIO of the Year 2019

Solutions and Expertise

Our team is your resource for a wide range of specialized investment management and administrative services, leaving you free to focus on achieving your organization's mission. We offer a versatile suite of services and seasoned experts across various organization types to provide the advice you need when you need it.

KeyBank has worked with the not-for-profit community in the management of assets and gifts for more than 150 years, helping our clients to streamline processes and enhance security. Among our areas of expertise are:

  • Investing and spending policies
  • Custom environmental, social, governance (ESG) focused strategies
  • Fiduciary oversight and education
  • Asset allocation analysis and implementation
  • Performance reporting tailored to your goals
  • Planned giving and management of unique donor gifts
  • Board governance and donor education support

Your organization has worked hard to build for the future, and your teammates and employees deserve an ally who’s equally invested. KeyBank Institutional Advisors provides a full range of investment services, including:

  • Integrated investment management
  • Liability-driven investment strategies
  • Pension benefit payments
  • Asset allocation and manager selection
  • Custody
  • PayWeb – A cutting edge, secure and easy-to-use online administrative tool that offers more control and automation of benefit payment data in real time.
  • PayeeWeb – An online portal that lets users track pension payments securely and easily.

KeyBank’s Benefit Payment solutions utilize the latest technology to streamline your payment process, enabling you to manage, monitor, and modify your payment plan to meet your needs. Among the advantages you can capitalize on:

  • Consolidated online reporting
  • Flexible payment methods, sources, and dates
  • Comprehensive online inquiry capabilities for retirees
  • Processes periodic and non-periodic payments by check as well as payments made via electronic funds transfer
  • PayWeb – A cutting edge, secure and easy-to-use online administrative tool that offers more control and automation of benefit payment data in real time.
  • PayeeWeb – An online portal that lets users track pension payments securely and easily.

With a deep understanding and experience in all levels of healthcare finance, KeyBank will create a plan tailored to the needs of your institution using a collaborative approach that always puts your needs first. Among the comprehensive services we offer:

  • Design an investment policy and program customized to the institution
  • Rich expertise in the management of healthcare organization investment pools and customized strategies for each to maximize outcomes.
  • Structure and manage diversified investment portfolios
  • Coordinate with changing institutional spending and capital needs
  • Fiduciary, discretionary management of assets
  • And more

KeyBank Institutional Advisors provides a complete range of custody and administration services designed to meet the unique needs of union clients, including:

  • Design an investment policy and program customized to the organization
  • Accurate and timely investment accounting
  • In-depth, consolidated reporting
  • Automated cash management through a wide range of investments
  • Domestic and global custody services
  • And more

Since the inception of special needs pooled trusts, our team has been there, delivering best-in-class services to beneficiaries, clients, and their donors. We offer a comprehensive range of services, including:

  • Investment pools designed to meet the needs of trust beneficiaries
  • Fund accounting and reporting
  • Online beneficiary reporting
  • Administration of fiduciary services
  • Fiduciary taxes
  • Management of unique assets

With proud heritage of working with Tribal Nations and governments for more than six decades, KeyBank has a deep understanding of the complexities each nation faces. Find out how we can help your tribe meet its strategic goals here. Among our areas of expertise are:

  • Governmental infrastructure and administration
  • Minors trust development and management
  • Natural resources and energy
  • Agriculture and aquaculture
  • Casino gaming and hospitality
  • Non-gaming economic development
  • C-stores

Employee Benefits Collective Funds

Under certain circumstances, our funds are also available to other financial institutions and registered investment advisors that have fiduciary responsibilities for one or more employee benefit trusts and plans. It’s important to be informed of the risk levels and performance of the funds that comprise your employee retirement dollars. The following includes a selection of informative documents for the suite of KeyBank Employee Benefit Funds.

Review our agreements for the EG MaGIC® Fund and the Multiple Investment Trust for Employee Benefit plans.

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Investments are:

NOT FDIC INSURED NOT BANK GUARANTEED MAY LOSE VALUE NOT A DEPOSIT NOT INSURED BY ANY FEDERAL OR STATE GOVERNMENT AGENCY

KeyBank National Association is the Trustee of the KeyBank Multiple Investment Trust (the "MIT") for Employee Benefit Trusts and the KeyBank EB MaGIC® Fund. The KeyBank EB MaGIC® Fund is subadvised by Mellon Investment Corporation. Advisor receives a fee for their services.

An investment in a money market fund is not insured or guaranteed by the FDIC or any other government agency. Although the money market funds seek to preserve the value of your investment at $1.00 per share, it is possible to lose money by investing in these funds.

All credit products are subject to collateral and/or credit approval, terms, conditions, and availability and subject to change. Key.com is a federally registered service mark of KeyCorp. All rights reserved. Banking products and services are offered by KeyBank N.A.

KeyBank Member FDIC.

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