Nonprofits come in many shapes and sizes, each faced with unique challenges in trying to achieve their individual mission. SEI works with nonprofit clients by developing customized solutions that go beyond traditional investment management services. Our goal is to help our clients address investment and administrative challenges by leveraging their assets to maximize capabilities, cut costs and meet their overall mission objectives.
Customized Nonprofit Solutions
SEI's nonprofit solutions are a unique stand-alone alternative to the multitude of institutional money management products and services currently available. Contrary to the traditional consulting model, SEI’s solutions combine assessment tools and advice, investment management, custody, donor related investment and administration services. By integrating these capabilities through SEI’s innovative and customized solutions, Nonprofits can change the way their organization addresses today’s challenges in ways they never before realized.
 Customized Nonprofit Solutions
Socially Responsible Investing (SRI)
SEI can screen for sin stocks on over 25 screens which can be customized for each individual client. Additionally, SEI can screen at the individual security level.
Socially Responsible Investing
Administrative Services
SEI's administrative solutions allow your organization more time to focus on your philanthropic mission, effective management of day-to-day activities, and opportunities to enhance and build relationships with your donors.
Administrative Services |
