Pro Bono Services

Providing comprehensive investment management to select charities globally

Our commitment to investing in a brighter future together means that we strive to find innovative ways to support our clients, our employees, and the communities that we serve.

We focus on healthcare and education as two key areas with high potential to improve people’s futures and reduce economic barriers.

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The pro bono Outsourced Chief Investment Officer (OCIO) programme is designed to give your organisation access to the institutional-calibre investment resources at Janus Henderson at a nominal cost.

Selected applicants will receive a portfolio proposal followed by an offer of customized portfolio management utilising our broad range of capabilities including: strategic asset allocation optimisations, tactical asset allocation tilts, and manager implementation. Selected OCIO applicants can expect a deep, consultative review of their investment portfolio’s exposures, objectives, and constraints. Our team will collaborate with you to determine which Janus Henderson solutions may be best-suited to help your organisation meet its financial goals.

How it works

Process

  • Applications due: Mar 15, 2025
  • Shortlisted announced: Apr 15, 2025
  • Final selection: June 15, 2025

Eligibility

We are open to any nonprofit globally focused on education and healthcare. We prioritise organisations solving problems of inequality. Additional requirements:

  • Investable assets of $5MM to $50MM
  • Must be a classified 501(c)3 in the US or global equivalent (no private foundations, family foundations, political or religious organisations)

About our Solutions business

Janus Henderson manages client assets of more than $51.5* billion across a broad range of Multi-Asset and Solutions strategies. The Solutions team consists of senior investment leaders across the firm and delivers customised, holistic, multi-asset class investment solutions through a comprehensive and consultative approach leveraging a broad set of investment capabilities. Our unique blend of fundamental and quantitative capabilities covers asset allocation, and exposure management – all of which are made available to selected applicants in our pro bono OCIO programme.

Our solutions

1

Experience
Over 30 years'* experience with more than $51.5bn* invested in Multi-Asset and Solutions offerings.

2

Broad Capabilities
Access to over 200 JHI strategies with a history of long-term alpha as well as operating an open architecture model to deliver the strategies clients want.

3

Unique Skills
Working and winning together applies at all levels - across our firm, with our clients, and in the communities in which we live and work.

4

Portfolio Construction
We work closely with our clients, leveraging both proprietary and third-party investment tools and applications designed to build better portfolios.

5

Knowledge Transfer
Sharing our views and insights with clients via regular dialogue helps us better understand their needs and how we can assist them to achieve their specific goals and objectives.

Janus Henderson Form CRS: Retail Advisory Client Relationship Summary

Investing involves risk, including the possible loss of principal and fluctuation of value.

There are no additional costs for advice beyond the underlying fund expenses.
Actively managed investment portfolios are subject to the risk that the investment strategies and research process employed may fail to produce the intended results. Accordingly, a portfolio may underperform its benchmark index or other investment products with similar investment objectives.
Advisory services in the US are provided by SEC registered investment advisers that are subsidiaries of Janus Henderson Group plc.

*Janus Henderson multi-asset solutions experience and business size consist of assets under management by the following investment teams: Multi-Asset, Asset Allocation, and Balanced.