Investment Advice
Outsourced Chief Investment Officer (OCIO) Services.
Depend on our specialized expertise to create a sound investment strategy built for your risk tolerance and goals. With our resources and expertise behind you, you can focus on what’s best for your business.
Investment Management Services
- Fiduciary, discretionary asset management
- Custom investment policy statements
- Asset allocation, investment, and risk management strategies
- Portfolio construction, rebalancing, and monitoring
- Investment performance and account activity review meetings
- Comprehensive custodial and investment operational services
- Reporting on monthly asset activity, quarterly investment performance, and online account access
- Manager evaluation, selection, and oversight
- Ongoing board education, including current economic and investment issues
Latest Articles and Insights
How 401(k) Pooled Employer Plans Can Mitigate Fiduciary Risk and Responsibilities
Employers that offer a 401(k) retirement plan to their employees take on significant fiduciary risk and responsibilities as well as administrative duties. These fiduciary responsibilities are often held personally by the senior executives/owners of an organization, so it is important for all involved to understand the roles and obligations in managing a single employer 401(k) plan.
Beyond the Market: Tailoring Benchmarks to Meet Your Foundation’s Goals
Unlike for-profit entities, foundations manage their investment portfolios with a distinct mission in mind – generating returns that support their charitable endeavors.
Optimizing Investment Selection for Foundations: A Look Beyond Underlying Manager Fees
For foundation investment committees, selecting the right investment managers is paramount to achieving their financial objectives and maximizing their charitable missions. While fees are a consideration, prioritizing solely on underlying manager fees can be detrimental. This paper explores why a comprehensive approach that prioritizes value over cost is essential for foundation investment committees.
Private equity: tech prospects look promising in 2023 and beyond
In 2021, private equity (PE) investment in tech transactions ballooned to more than $400 billion, more than double the prior two years combined. Then, 2022 came along and rained on the parade. High inflation and recession fears led to belt tightening, eroded valuations and lower growth projections.
KeyBank Institutional Advisors is the marketing name under which KeyBank National Association (KeyBank) offers investment management and fiduciary services to institutional clients.
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 sub advised 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.
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Investing involves risk, including the potential loss of money invested. Past performance does not guarantee future results. Asset allocation and diversification do not guarantee a profit or protect against loss.
Non-Deposit products are:
NOT FDIC INSURED • NOT BANK GUARANTEED • MAY LOSE VALUE • NOT A DEPOSIT • NOT INSURED BY ANY FEDERAL OR STATE GOVERNMENT AGENCY