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OCIO model grows in popularity
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Aligning the investment strategy with organizational goals

Balancing short-term spending with long-term growth can be a challenge – and it can distract you from more strategic organizational finance decisions. That’s why many nonprofits are investigating outsourcing the management and oversight of institutional investment asset pools.

As the largest fiduciary manager, SEI has a 20+ year track record of delivering outsourced CIO solutions designed to help our clients achieve their goals. We’ll build a customized, dynamic strategy that’s continuously aligned with your goals. We’ll help you:

  • Align assets with organizational spending needs
  • Improve the stability and predictability of the investment portfolio
  • Focus on the issues that impact the long-term mission of your program 

Strategy customized to your goals

Our flexible solution includes:

  • Custom asset allocation and Investment Policy Statement (IPS) support
  • Modeling and scenario testing to manage risks and support financial decisions
  • Customized socially responsible investment screening options
  • Education on new asset classes and new committee member education
  • A client plan to monitor progress toward goals

A time-tested investment approach

We partner with you to identify and clarify your strategic goals, risk tolerance, and financial requirements. And you’ll leverage our extensive infrastructure -- 100-plus global investment professionals and more than $10 million spent annually on research tools and technology for investment management. Our time-tested investment process brings scale, expertise, and flexibility to investment management with:

  • Timely decision-making and accountability for investment implementation
  • Access to leading institutional asset managers within a risk-managed framework
  • Simplified execution and administration
  • Continuous monitoring and oversight
  • A choice of discretion levels – we can provide discretion over manager selection and replacement or add discretion and accountability for asset allocation decisions

Reduce your administrative burden

With SEI managing the day-to-day operations of your portfolio, you’re free to focus on strategic decisions critical to the growth and health of your organization. Our administrative solution provides:

  • Monthly performance and custody reports
  • Account information via a secure website
  • Reporting for related accounts
  • Administrative support for planned giving vehicles
    • Daily unitization
    • Sub-accounting and reporting for related accounts
    • Charitable gift annuities
    • Charitable trusts

A comprehensive solution

Our comprehensive solution is designed to help meet the changing needs of today’s nonprofit organizations. Contact us to find out more about how our solution:

  • Supports timely decision making
  • Provides proactive risk management and monitoring
  • Enables a more strategically-focused committee process

 

 

*Optional Service