An OCIO with tenure and expertise in the higher education space can help set up your school for better long-term success.
Our commitment to higher education organizations
Higher education organizations require a solid financial footing. For investment committee members, spending time on establishing policies, understanding investment opportunities, and strategic goal-setting is critical.
It’s why many organizations like yours have already made the decision to delegate day-to-day responsibilities for managing investment pools. They are partnering with investment outsourcing organizations to take advantage of their custom strategic advice, technology, and resources.
We offer an efficient process and a clear understanding of how investment decisions impact the overall organization.
As part of our program, we:
We understand the unique needs of educational institutions. Our infrastructure as an OCIO allows us to offer valuable committee support like:
We keep our fingers on the pulse of best practices in the educational community, tracking trends and challenges through our primary research and active involvement in industry groups like AGB, CASE and NACUBO.
Here's how we help our higher education clients:
Enterprise risk approach to asset allocation and alternative investments, with increased access to managers and insight into how decisions impact the portfolio and organization
Education and analysis on potentially decreasing administrative fees over time
Adjusted governance process with increased transparency and streamlined decision making
Total enterprise approach, designed to ensure the health of the university’s balance sheet
We welcomed our first nonprofit client over 30 years ago. They’re still with us today. Ask us what we can do for you.
Your tie to the topics that matter most. From industry conference recaps to insights on market and regulatory events.
This information is provided by SEI Investments Management Corporation (SIMC), a registered investment adviser and wholly owned subsidiary of SEI Investments Company.