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PRI reporting framework 2020

You are in Organisational Overview » Basic information

Basic information

OO 01. Signatory category and services

01.1. Select the services and funds you offer

Select the services and funds you offer
% of asset under management (AUM) in ranges
Fund management
Fund of funds, manager of managers, sub-advised products

Please specify

          Separately managed accounts managed on behalf of high net worth and endowment and foundation clients
Total 100%

Further options (may be selected in addition to the above)

01.2. Additional information. [Optional]

OO 02. Headquarters and operational countries

02.1. Select the location of your organisation’s headquarters.

United States

02.2. Indicate the number of countries in which you have offices (including your headquarters).

02.3. Indicate the approximate number of staff in your organisation in full-time equivalents (FTE).

416 FTE

02.4. Additional information. [Optional]

Glenmede is an independent wealth and investment management firm, established in 1956 to manage the investments and charitable contributions of certain charitable trusts established by the Pew family (founders of Sun Oil Company). The Glenmede Trust Company, N.A. ("GTC") is a national trust company, chartered and regulated as a limited purpose bank by the Office of the Comptroller of the Currency ("OCC").
In 2007, Glenmede formed a wholly-owned, SEC-registered subsidiary, Glenmede Investment Management LP ("GIM"), to provide proprietary equity and fixed income strategies to the institutional marketplace. 
In this report, GTC and GIM are collectively referred to as "Glenmede".

OO 03. Subsidiaries that are separate PRI signatories

03.1. Indicate whether you have subsidiaries within your organisation that are also PRI signatories in their own right.

03.3. Additional information. [Optional]

OO 04. Reporting year and AUM

04.1. Indicate the year end date for your reporting year.


04.2. Indicate your total AUM at the end of your reporting year.

Include the AUM of subsidiaries, but exclude advisory/execution only assets, and exclude the assets of your PRI signatory subsidiaries that you have chosen not to report on in OO 03.2
Total AUM
trillions billions millions thousands hundreds
Assets in USD
trillions billions millions thousands hundreds

04.4. Indicate the assets which are subject to an execution and/or advisory approach. Provide this figure based on the end of your reporting year

Total AUM
trillions billions millions thousands hundreds
Assets in USD
trillions billions millions thousands hundreds

04.5. Additional information. [Optional]

OO 06. How would you like to disclose your asset class mix

06.1. Select how you would like to disclose your asset class mix.

Internally managed (%)
Externally managed (%)


Listed equity >50% 53 10-50% 13.1
Fixed income 10-50% 11.6 <10% 2.6
Private equity <10% 0.5 <10% 5.2
Property <10% 1 <10% 0.3
Infrastructure 0 0 0 0
Commodities 0 0 <10% 0.4
Hedge funds <10% 0.6 <10% 6.6
Fund of hedge funds 0 0 0 0
Forestry 0 0 0 0
Farmland 0 0 0 0
Inclusive finance 0 0 0 0
Cash 0 0 0 0
Money market instruments 0 0 <10% 5.1
Other (1), specify 0 0 0 0
Other (2), specify 0 0 0 0

06.2. Publish asset class mix as per attached image [Optional].

06.3. Indicate whether your organisation has any off-balance sheet assets [Optional].

06.5. Indicate whether your organisation uses fiduciary managers.

06.6. Provide contextual information on your AUM asset class split. [Optional]

As a fiduciary, it is our duty to remain responsible for investment decisions made within client portfolios and for the continual assessment of and adherence to stated objectives. This mindset is a core value which drives our singular focus on our clients. For some clients, Glenmede serves as a Outsourced Chief Investment Officer (OCIO) for discretionary or co-discretionary investment management services, typically serving as a fiduciary in partnership with the Board. 

OO 07. Fixed income AUM breakdown (Private)

OO 08. Segregated mandates or pooled funds (Private)

OO 09. Breakdown of AUM by market

09.1. Indicate the breakdown of your organisation’s AUM by market.

99 Developed Markets
1 Emerging Markets
0 Frontier Markets
0 Other Markets
Total 100% 100%

09.2. Additional information. [Optional]

We have limited exposure (<1%) to emerging markets.