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Investment Management

Foundations and endowments
Customized investment management for nonprofits

As a leading investment manager for foundations and endowments, Amalgamated Bank has demonstrated the commitment and integrity your organization can trust.

At Amalgamated, we work with you to understand your organization's mission and spending needs, and create a customized investment strategy that is low-cost, adheres to your investment policy guidelines and targets your strategic objectives.

Senior Vice President
Chief Trust Officer

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A comprehensive investment platform

We offer both passive index and actively-managed funds spanning equity, fixed-income and real assets through both our family of collective investment funds and customized separately managed accounts. We proudly offer traditional as well as ESG and Impact investing strategies.

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A customized approach

Our experienced team approaches each investment decision with an understanding of your goals. Whether your organization seeks a balanced approach to manage your entire portfolio, or an individual asset class strategy, we will design a customized solution that adheres to your investment policy and reflect your organization's risk and return parameters.

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Low-cost solutions

We embrace the use of passive strategies to reduce the costs of our investment solutions so that our clients can retain more of their earnings and put that towards their mission.

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Personalized service

We are committed to ensuring each of our clients receives the one-on-one service and attention they deserve from a dedicated relationship manager and service team.

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Reporting and 24/7 access

We offer an online portal featuring tools and reporting to give investment committees the transparency you need to effectively manage and value your investments.

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A balanced, mission-aligned strategy

How we're different

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corporate and social responsibility

With the launch of the “Hate Is Not Charitable Campaign”, the Amalgamated Foundation announced to the world that we would not sit quietly while organizations that promote hate continue to work the system to benefit their abhorrent actions.

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corporate and social responsibility

Today, we became the first bank in the United States to endorse the United Nation’s Principles for Responsible Banking. The Principles for Responsible Banking provide the framework for the sustainable banking system of the future.

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climate change

With the 2020 democratic presidential primary growing more crowded by the day, the progressive policy agenda will be on full display as candidates look to carve their own lanes to the Oval Office. One area that will undoubtedly garner considerable attention, and rightfully so, is how each candidate plans to address the growing threat of climate change.