Catholic institutions face unique financial challenges and opportunities as demographics and markets undergo fundamental shifts. DeMarche has 51 years of experience in helping organizations like yours identify investment goals, timeframes, and risk tolerances to meet return objectives. We provide a spectrum of services ranging from Advisory Consulting to fully discretionary, Outsourced Chief Investment Office (OCIO).
Mission-focused Investment & Spending Policies
DeMarche understands that mission-focused organizations want their investment advisors to be partners who are in alignment with their priorities. We provide proactive solutions and know you don’t simply want a vendor with screens and quantitative models. DeMarche is an independent leader among consulting firms, focused on putting our research to work for you.
Integration of Strategic Planning into Investment Policy
DeMarche partners with clients to integrate strategic plan priorities and longevity challenges with asset allocation, liquidity, governance, and manager due diligence. Planning for the future is critical as leadership and stakeholder demographics change. These investment matters work best when coordinated with insights from trends, knowledge of generational archetypes, and lessons from behavioral finance.
Responsible Investing
DeMarche is a leader in helping clients to advance their responsible investing objectives from ideas and beliefs into an actionable investment process. We help clients establish their specific SRI objectives and ESG criteria, incorporate them into a written Investment Policy Statement (IPS), and identify investment managers positioned to best execute the client’s policy while generating competitive performance results. Alternative asset classes and impact strategies have dramatically expanded the universe of managers. DeMarche provides proactive impact ideas, ongoing due diligence, compliance reviews, education, and benchmarking of both performance results and responsible investing goals.
Outsourced Investing (OCIO)
DeMarche’s discretionary solutions provide you with an exceptional co-fiduciary. We guide our clients through strategic design and asset allocation while taking responsibility for day-to-day portfolio management and implementation. Using DeMarche’s OCIO services provides you with the steady hand of our experienced portfolio management team, providing unparalleled client service. Our services free clients from the responsibility of managing multiple investment advisor relationships. That allows you to focus attention on the strategic decisions that will align your investments with your mission.
Investment and Fiduciary Education
DeMarche is committed to exceeding client expectations through our leadership in research and education. We develop customized workshops and seminars for our clients on a variety of timely topics. These are tailored to the needs and requests of our clients and are delivered at the time and place of your organization’s choice. Each year, DeMarche hosts investment workshops and webinars featuring DeMarche consultants and some of the industry’s leading investment experts. DeMarche also hosts an annual two-day Client & Investor Conference each fall to inform participants on trends, challenges, markets, and timely solutions.
