Institutional Investment Management
The volatility and growing complexity of today's markets and investment products have driven even the most sophisticated institutions to seek outside help. When you work with U.S. Trust, we offer a breadth of sophisticated, fiduciary investment services — delivered through practiced professionals — that have provided our clients constancy for over 150 years.
PURSUING SUCCESS WITH A FULL-TIME INVESTMENT OFFICE
Working with U.S. Trust allows you to hand over the reins of your chief investment officer (CIO) function to experienced, credentialed strategists, saving you time, mitigating your fiduciary risk and providing your institution with a steady anchor.
HELPING YOU ACHIEVE YOUR MISSION
Many investment providers and consultants operate on the premise that manager selection and returns are the most important aspects of successful portfolio management. While critical, our proprietary investment process is focused on goals based investing and custom asset allocation strategies aligned to your spending and designed to help fulfill your mission.
MUCH MORE THAN INVESTMENT MANAGEMENT
As a U.S. Trust client you are empowered knowing that we have a broad set of offerings from philanthropic and individual services to distinguished managers, quantitative tools, and streamlined reporting. We bring the full breadth of our global resources and intellectual capital to your organization.
Explore Our Latest Thinking
When is an outsourced chief investment officer (or "OCIO") arrangement appropriate for an organization? Learn how it can help the leadership team balance its responsibilities to the organization and its mission by providing fiduciary leadership and oversight.
Learn how a new, broader — and more enlightened — view of risk may help reduce potential losses, while helping take advantage of potential opportunities to grow your portfolio.
Endowments are adapting to the new reality of a lower-return environment. Learn why a goals-based versus returns-based investment strategy may be a more efficient and practical approach in today's markets.
Institutional Investments & Philanthropic Solutions is part of U.S. Trust, Bank of America Corporation (U.S. Trust). U.S. Trust operates through Bank of America, N.A. and other subsidiaries of Bank of America Corporation (BofA Corp.). Bank of America, N.A., Member FDIC. Banking and fiduciary activities are performed by wholly owned banking affiliates of BofA Corp., including Bank of America, N.A.
Bank of America, N.A. makes available investment products sponsored, managed, distributed or provided by companies that are affiliates of BofA Corp.