Endowments & Foundations

Institutional-Quality Wealth Management Services for Smaller Endowments and Foundations

Artemis offers and provides a comprehensive set of wealth management services for its E&F clientele:

  • Outsourced Chief Investment Officer (“OCIO”) services

  • Strategic asset allocation and dynamic portfolio rebalancing

  • Manager selection, administration and due diligence

All Artemis E&F Clients have direct access to Artemis Principals

Artemis has particular expertise in customized ESG/SRI portfolio construction in adherence to its institutional clients’ Investment Policies (see “ESG Investing Capabilities” Section)

no discretion
Conventional OCIO
Artemis OCIO
Initial Asset Allocation Advice
Ongoing Allocation Advice
Global Tactical & Strategic Reallocation of Exposures
Active Hedging During Times of Market Stress
Manager Selection
Ongoing Due Diligence
Customized ESG/SRI Investments
Accountability of Performance
Benchmark Performance Metrics
Published Track Record
IC Committee Tutorials
24/7 Access to Principals