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Investment Management for Institutions

Tailored Investment Solutions to Support Your Organization’s Long-Term Mission

Thoughtful, effective strategies start with a deep understanding of your goals.

Our Approach

Each nonprofit institution is unique and requires more than a single investment approach designed for any investor. At Bank of America Private Bank, we believe portfolios that incorporate multiple asset classes and multiple sources of return offer institutions the best opportunity to advance their missions and achieve their goals. Our approach is collaborative, flexible and customized to the needs and preferences of each institution.

Our personalized service is backed by our Chief Investment Office (CIO) and Bank of America's vast resources and deep level of insight into the markets. The CIO is the engine driving our investment process. You'll realize the value of the depth and breadth of this team, as we draw on their research analysis and insights to manage your portfolio.


Understanding Your Organization

We begin by developing a deep understanding of your goals and objectives. We then seek to combine this insight with our portfolio construction experience to develop and actively manage institutional portfolios tailored to your organization.

Portfolio Construction and Optimization

We seek a team of excellent managers and then analyze how each manager performs in the context of existing managers in that asset class and in the portfolio overall. Using a variety of risk management techniques we select combinations of managers and structure a portfolio within an appropriate risk level for your organization. 




Customized Asset Allocation

We analyze the risk and return expectations for a wide range of asset classes, from traditional assets to hedge funds, private equity funds and global investment opportunities. Where appropriate, we can incorporate nonfinancial assets such as timber, farm and ranch land, commercial real estate, and oil, gas and mineral interests. 

Goal-Focused Monitoring and Review

Our quarterly client reviews include an overview of the economic and market conditions and a thorough, in-depth review of portfolio performance, based on the organization’s spending policy and investment policy statement. 

Careful Selection of Managers

We identify the most compelling investment managers through our eight-factor model that evaluates each firm and its resources, methodology and investment results. This time-tested process helps ensure a consistent evaluation across the thousands of managers we consider. 

Related Solutions

Sustainable and Impact Investing

Investment solutions that help promote social and environmental change. 


Cash & Liquidity Management

Treasury management and fixed-income strategies to help optimize your cash flow. 


Alternative Investments

Sophisticated solutions that can complement traditional investments and help meet your needs. 


Specialty Asset Management

Diversifying your wealth with nonfinancial assets.



Fixed Income

Delivering custom fixed income solutions tailored to your personal investment objectives.



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