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SEI/AGB roundtable recap

About the event

Fueled by our joint study with AGB, our recent three roundtable events were well attended and yielded practical insights for financial professionals within higher education. Discussions covered a range of topics, including foundation operations, inflation and return expectations, processes for unspent distributions, asset allocation changes, and governance findings. Sessions were segmented by size to ensure relevant insights and idea sharing. Processes around unspent distributions were especially interesting, varying greatly among respondents.  Of additional interest, DEI language has been added to the Investment Policy in 16-30% of the foundations, depending on size cohort.  Other key findings by session are listed below. 

Results by Session 

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AGB and SEI Research Study

How foundations manage investment and operational practices

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Information provided by SEI Investments Management Corporation, a registered investment adviser and wholly owned subsidiary of SEI investments Company. For Institutional Investors Only. Not for Public Distribution.
AGB is not affiliated with SEI or its subsidiaries. Investing involves risk, including possible loss of principal. Past performance does not guarantee future results. 
Session attendees: under $100m (9), $100m-$500m (7), over $500m (7).