Institutional
Partnership
Serving endowments, foundations, and nonprofit organizations across the country.
Why Syntrinsic?
We Build Trusting Partnerships
We build enduring, trust-based relationships that help clients make better decisions, navigate strategic inflection points, and translate strategy into action. Our strong client retention rate reflects the commitment we make to each client to empower them to be even more effective, even more impactful.
We Are Dedicated to Nonprofits
These sectors are integral to Syntrinsic’s DNA. Decades of service as Trustees, Board, and Committee members of nonprofit organizations deeply informs why Syntrinsic exists and how we serve the nonprofit community.
We Go Beyond Investments
Beyond investment advice, we assist with impact investing, donor engagement, stakeholder education, and operational support, empowering clients to navigate complex financial decisions with confidence, accomplish their goals, and realize their broader purpose.
Nonprofit DNA
Syntrinsic has served nonprofits since its inception and understands the unique challenges and opportunities these organizations face.
Drawing on decades of institutional investment expertise and hands-on nonprofit experience, our team understands what it takes to integrate social impact and long-term financial sustainability.
Clientele
Syntrinsic is an investment advisor and strategic partner trusted by institutional and private clients.
- Healthcare Organizations
- Social Service Agencies
- Faith-Based Organizations
- Independent Schools
- Institutions of Higher Education
- Arts and Cultural Institutions
- Environmental Organizations
- Community Foundations
- Private
Foundations
Syntrinsic’s Client-Centric OCIO Model
Syntrinsic’s bespoke approach to serving as an Outsourced Chief Investment Officer (OCIO) can lead to a portfolio designed and implemented with the client’s needs and objectives placed first.
| CHARACTERISTIC | SYNTRINSIC’S APPROACH |
|---|---|
| Strategic Asset Allocation | Customized per each investor’s objectives. |
| Manager Selection | Customized per each investor’s investment philosophy, biases, and objectives. |
| Proprietary Solutions | Syntrinsic does NOT invest in proprietary investments. Investment managers do not compensate Syntrinsic. |
| Custody | Client assets held in custody accounts specific to the name and TIN of the client. |
| Manager Access | Managers accessed directly rather than through costly intermediary. |
| Liquidity for Distributions | No limitations (except when investor opts to use private assets with limited liquidity). |
| Exit | OCIO can be terminated in a day without the need to terminate the investments. |
Discretion
With Syntrinsic, clients can retain full control over final investment decisions or delegate a portion of that control to Syntrinsic. We have no financial incentive to steer a client toward one decision-making approach over another.
In the institutional investment sector, both Partial Discretionary and Fully Discretionary are, at times, labeled “OCIO” or “Outsourced Chief Investment Officer.”
Non-Discretionary
Syntrinsic recommends asset allocation targets and investment manager options; the client retains control of final decisions related to both.
Partial Discretion
Syntrinsic recommends asset allocation targets while client retains control of allocation decisions. The client delegates to Syntrinsic investment manager selection within investment policy guidelines.
Full Discretion
Client delegates responsibility to Syntrinsic for setting asset allocation targets and selecting investment managers within investment policy guidelines. As with non-discretionary and partial discretion clients, portfolios are customized for the client.
Syntrinsic BY THE NUMBERS
90%
Of firm Assets Under Advisement belong to Endowments, Foundations, and Nonprofit Organizations
99%
Client Retention Rate (ten-years)
Top 26%
Ten-year performance of Syntrinsic Growth Composite versus peer group of endowments and foundations under $500 million