Charitable Organizations and Other Not-for-Profits
You Have A Mission.
BOK Financial can help you manage, grow and protect your assets, so you can focus on your mission.
We Can Help.
Let us help you:
- Maximize your impact
- Meet your fiduciary responsibilities
- Achieve your financial goals
Maximizing Your ImpactFrom financial sustainability guidance to investment and special asset management to cash and risk management services, we can help.
Meeting Your Fiduciary Responsibilities
Achieving Your Financial Goals
Define roles and responsibilities (Investment Committee, Staff, OCIO)
Determine investment objectives
Establish and maintain investment policies and guidelines
Determine organization’s definition of risk
Establish risk management policies and guidelines
Focus on key risks during portfolio design and construction
Perform optimization analysis to determine strategic asset allocation targets
Implement near-term tactical asset allocation preferences
Provide daily discretionary management of portfolio
Research and select investment managers
Provide ongoing due diligence
Provide manager research reports and due diligence updates
Select performance benchmarks for portfolio and individual managers
Prepare ongoing performance reports and analysis
Monitor and prepare policy compliance reports
Tailored asset allocation and portfolio performance comparison with like organizations
News and Insights
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