KeyBank Institutional Advisors is Awarded as OCIO of the Year & Fund of the Year 2019
CEO Insight Team
KeyBank Institutional Advisors renders advisory, investment management, trust administration, customized credit and banking services to nonprofits, corporations, government agencies defined benefit plans, and Tribal Nations. Till September 2019, the advisor had $11.2 billion AUM and $38.4 billion in AUA.
The selection of KeyBank Institutional Advisors for ‘OCIO the Year’ award is done from a shortlist of four talented OCIO providers using a range of criteria, including investment performance and client case studies illustrating how advice provided by OCIOs have made a significant impact on returns for institutional clients.
On the other hand, ‘The Fund of the Year’ award reveals KeyBank Institutional Advisors investment strategy for foundations and endowments for performance & excellence across various nonprofit funds over one year. Criteria included returns over one, three- and five-year periods as well as how the fund has implemented investment plans over the past one year and how it has integrated ESG within the fund strategy. This advisor was elected among four finalists by independent consultants and asset managers.
We are honored to win both of these awards as recognition of the quality of our advice, investment management and investment performance
On the other hand, ‘The Fund of the Year’ award reveals KeyBank Institutional Advisors investment strategy for foundations and endowments for performance & excellence across various nonprofit funds over one year. Criteria included returns over one, three- and five-year periods as well as how the fund has implemented investment plans over the past one year and how it has integrated ESG within the fund strategy. This advisor was elected among four finalists by independent consultants and asset managers.