Why Crossmark for institutional investors?

For over three decades, Crossmark has been a trusted partner for investment consultants, developing and constructing values-aligned portfolios based on client investment guidelines. We recognize the unique needs and goals of each investor and are dedicated to delivering highly personalized investment solutions with a dual focus on performance and precise customization.

13 0 +

Number of Institutional Client Accounts

$ 2.3 billion

Custom Equity Indexation AUM
as of Sept. 30, 2024

Client-Driven Portfolios

At Crossmark, we collaborate closely with both consultants and clients to create tailor-made solutions. We have developed consistent, measurable and replicable processes to guide the construction of portfolios that meet a wide array of objectives and restrictions. We use this comprehensive process to carefully craft portfolios that aim to reflect the values and goals of each specific client, providing them with the confidence that their investments are truly aligned with their principles.

 

A consultative approach that seeks to align each client’s unique values with desired benchmark exposure.

Our portfolio managers, client service professionals, and responsible investing experts work together to deliver comprehensive service tailored to our clients.

Quantitative process incorporates client constraints and seeks to deliver index performance while minimizing tracking error.

Custom Equity
Index

Crossmark Global Investments offers tailored, values-aligned portfolios for institutional investors. We seek to achieve index performance and limit tracking error while customizing portfolios to client guidelines.

Index Return Heat Map Sector Impact Scorecard

Institutional clients we serve

Religious organizations

Healthcare companies

Non-profits

Endowments

Foundations

Pensions/retirement funds

 


Available client-specific screens

Sample exclusionary screens (additional categories are available)

Faith alignment

Baptist, Catholic, Jewish, Methodist, and others

Business activities

Alcohol, tobacco, mature content, and others

Corporate governance

Board diversity, structure, bribery and corruption

Environmental concern

Carbon, coal, nuclear, and others

Social impact

Child labor, human rights, and others

Advocacy

Specific names held to engage shareholder advocacy

Contact the Institutional team for a portfolio evaluation