Investment committee connection
Tools and resources to improve efficiencies and governance; key factors to achieving your mission.
Investment committees
Investment committees play an important role in achieving the mission and long-term goals – helping to ensure that there’s solid infrastructure, governance and performance of portfolio assets in an effort to meet the overall financial goals. That all starts with a solid foundation in the committee structure and decision-making process.
We recognize that investment committee members wear many hats, we’ve outlined the key areas that can improve your processes and decision-making abilities.
Resources for investment committees
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Onboarding portalThere’s no set formula for committee structure. But those that have a plan in place to bring new members up to speed can have a leg up in efficiency. Access things like a new member checklist, profile templates, and an investment committee matrix.
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Education centerYour obligation can't be taken lightly. You'll be the first to know the latest economic and industry news to keep your fellow committee members informed with tools like fiduciary training, and webinars on key topics.
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Committee toolsPrioritizing knowledge is key. We’ve got the tools and resources to help your committee's overall success and impact on the mission and decision-making. Get due diligence, donor, and fundraising support tools.
DEI at SEI
Diversity, equity, and inclusion help us make a greater impact. We value individual points of view and ensure that every employee is treated fairly.
See howInformation provided by SEI Investments Management Corporation, a registered investment adviser and wholly owned subsidiary of SEI Investments Company. Investing involves risk including possible loss of principal.