Glenmede Investment Management, Lp

Glenmede Investment Management LP, established in Philadelphia, offers equity, fixed income, and liquid alternatives portfolios primarily in U.S. markets. As of December 31, 2022, the firm managed over $11 billion in assets on a discretionary basis for institutional investors, high-net-worth individuals, and sub-advised clients of The Glenmede Trust Company. GIM provides services to wrap platform sponsors and overlay sponsors, offering various strategies with minimum investments ranging from $5 million to $25 million. The firm charges management fees based on a percentage of assets under management, with fees subject to negotiation based on factors like account size and historic relationships. GIM does not charge performance-based fees and acts as a fiduciary, providing investment discretion to clients. The firm's investment strategies include fundamental equity, quantitative equity, and fixed income approaches, integrating ESG factors into its analysis. GIM's Code of Ethics emphasizes confidentiality, insider trading prevention, and personal securities trading procedures. The firm reviews client accounts regularly, provides performance reports, and votes client securities unless directed otherwise. GIM's privacy policy ensures the confidentiality of clients' non-public personal information, with strict security measures in place.