2020 ANNUAL REVIEW

The Power of Planning

OUR 2020 ANNUAL REVIEW HIGHLIGHTS

Year-end Assets Under
Management totaled

$40B

Technology investment
over past ten years of

$200M

Return on Average
Equity was

17%

VIEW OUR FULL FINANCIALS

Letter from our CEO

The COVID-19 pandemic posed a number of challenges for our clients in 2020, as well as Glenmede. Because of our Pandemic Plan, we were able to pivot to virtual operations and continue to help our clients prepare for a range of possible scenarios.


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Insights: 2020 in Review

Connecting Financial and Human Capital
 

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Fiduciary Considerations in Sustainable and Impact Investing

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Forward-Looking Market Trends
 

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How Clients Partner with Glenmede

The two clients featured in these case studies faced the challenge of growing their endowment while adhering to their organization’s mission: one was seeking to increase its allocation to impact investments, and the other committed to managing risk in a low-interest-rate environment.

 

Creating Impact

The Putney School, along with their Glenmede team, conducted a comprehensive review of its endowment portfolio, with a focus on achieving a balance between generating sufficient capital appreciation to grow the portfolio and maintaining a somewhat defensive, capital preservation posture.
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Solving Risk Management

The Tecovas Foundation is a family-run foundation that makes targeted investments in areas such as social innovation and entrepreneurship, the arts and regenerative agriculture.
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