KeyBank Institutional Advisors provides award-winning, expert advice tailored to nonprofit organizations, foundations and endowments, government agencies, pensions, and corporations.
190 years
$60 Billion
$14 Billion
Your Institutional Advisors team functions as an extension of your team. We're committed to our clients' missions. It's about a passion for community, bringing people together, and making the places we live that much better.
It's that personal approach and deep institutional expertise that leads to a 99% client retention rate and long-term relationships that average almost two decades.
Solutions and Expertise
Our team is your resource for a wide range of specialized investment management and administrative services, leaving you free to focus on achieving your organization's mission. We offer a versatile suite of services and seasoned experts across various organization types to provide the advice you need when you need it.
KeyBank has worked with the not-for-profit community in the management of assets and gifts for more than 150 years, helping our clients to streamline processes and enhance security. Among our areas of expertise are:
- Investing and spending policies
- Custom environmental, social, governance (ESG) focused strategies
- Fiduciary oversight and education
- Asset allocation analysis and implementation
- Performance reporting tailored to your goals
- Planned giving and management of unique donor gifts
- Board governance and donor education support
Your organization has worked hard to build for the future, and your teammates and employees deserve an ally who’s equally invested. KeyBank Institutional Advisors provides a full range of investment services, including:
- Integrated investment management
- Liability-driven investment strategies
- Pension benefit payments
- Asset allocation and manager selection
- Custody
- PayWeb – A cutting edge, secure and easy-to-use online administrative tool that offers more control and automation of benefit payment data in real time.
- PayeeWeb – An online portal that lets users track pension payments securely and easily.
KeyBank’s Benefit Payment solutions utilize the latest technology to streamline your payment process, enabling you to manage, monitor, and modify your payment plan to meet your needs. Among the advantages you can capitalize on:
- Consolidated online reporting
- Flexible payment methods, sources, and dates
- Comprehensive online inquiry capabilities for retirees
- Processes periodic and non-periodic payments by check as well as payments made via electronic funds transfer
- PayWeb – A cutting edge, secure and easy-to-use online administrative tool that offers more control and automation of benefit payment data in real time.
- PayeeWeb – An online portal that lets users track pension payments securely and easily.
With a deep understanding and experience in all levels of healthcare finance, KeyBank will create a plan tailored to the needs of your institution using a collaborative approach that always puts your needs first. Among the comprehensive services we offer:
- Design an investment policy and program customized to the institution
- Rich expertise in the management of healthcare organization investment pools and customized strategies for each to maximize outcomes.
- Structure and manage diversified investment portfolios
- Coordinate with changing institutional spending and capital needs
- Fiduciary, discretionary management of assets
- And more
KeyBank Institutional Advisors provides a complete range of custody and administration services designed to meet the unique needs of union clients, including:
- Design an investment policy and program customized to the organization
- Accurate and timely investment accounting
- In-depth, consolidated reporting
- Automated cash management through a wide range of investments
- Domestic and global custody services
- And more
Since the inception of special needs pooled trusts, our team has been there, delivering best-in-class services to beneficiaries, clients, and their donors. We offer a comprehensive range of services, including:
- Investment pools designed to meet the needs of trust beneficiaries
- Fund accounting and reporting
- Online beneficiary reporting
- Administration of fiduciary services
- Fiduciary taxes
- Management of unique assets
With proud heritage of working with Tribal Nations and governments for more than six decades, KeyBank has a deep understanding of the complexities each nation faces. Find out how we can help your tribe meet its strategic goals here. Among our areas of expertise are:
- Governmental infrastructure and administration
- Minors trust development and management
- Natural resources and energy
- Agriculture and aquaculture
- Casino gaming and hospitality
- Non-gaming economic development
- C-stores
Employee Benefits Collective Funds
Under certain circumstances, our funds are also available to other financial institutions and registered investment advisors that have fiduciary responsibilities for one or more employee benefit trusts and plans. It’s important to be informed of the risk levels and performance of the funds that comprise your employee retirement dollars. The following includes a selection of informative documents for the suite of KeyBank Employee Benefit Funds.
Review our agreements for the EG MaGIC® Fund and the Multiple Investment Trust for Employee Benefit plans.
Let's Talk
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