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| The Four Key Considerations in Developing a Formal Liquidity Policy for Nonprofits |
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| As an aspect of the investment policy statement, nonprofit institutions should consider incorporating a framework for governing the accessibility of the portfolio by establishing a target allocation to illiquid investments. |
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 Four Key Considerations (PDF) |
| Nonprofit Investment Committees Challenged When Implementing Inflation Protection Strategies |
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| Movements in inflation can have a major impact on nonprofit portfolios. Given the challenge investment committees face in best managing against inflation when determining asset allocations, this poll investigated factors limiting them from successfully accomplishing that goal. Poll results show a lack of allocation towards new investment products that can protect against inflation and a need for better measurement capabilities. |
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| Inflation Protection Strategies (PDF) |
| What Investing in Private Real Estate Means to Nonprofit Investment Committees |
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| According to the MIT Center for Real Estate, last year’s record 34 percent return made institutional private real estate investment a champion performer compared to other major asset classes in 2005. |
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| Investing in Private Real Estate (PDF) |
| Socially Responsible Investing & Active Management |
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| Social responsible investing has received significant attention over the past four years, driven by a growing desire among investors to have their portfolios reflect their personal values. In the last nine years, assets managed in social responsible strategies grew 40% faster than all other professionally managed assets. |
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| Socially Responsible Investing & Active Management (PDF) |
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| How Nonprofit Investment Committees Can Take Advantage of Illiquid Asset Classes |
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| This summary provides a high-level outline of the advantages of these asset classes as a means to obtain additional sources of return and diversification. |
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| Illiquid Asset Classes (PDF) |
| Objective-Based Portfolio Construction |
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| In the past ten years, two significant developments have slowly emerged and rendered the traditional approach to asset allocation obsolete. This document reviews both developments and presents a new framework for investment policy in today’s environment. |
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| Objective-Based Portfolio Construction (PDF) |
| Nonprofits with Multiple Affiliates Should Begin to Think of Themselves as Service Providers |
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| Large charitable organizations with multiple affiliates or chapters need a different business model than typical public charities. In this paper, SEI outlines how these organizations face unique challenges when it comes to supporting numerous affiliates through back-office and administrative support functions. In response to these challenges, the paper introduces a bundled model aimed at helping parent organizations deliver customized, valuable services to their affiliates by integrating asset management, administrative, reporting and donor-related products and services. |
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| Nonprofits with Multiple Affiliates (PDF) |
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