Portfolio returns are critical to supporting spending and achieving
your goals. Today's complex and volatile markets make investing more
challenging than ever. Add in stretched resources and tight budgets,
and things can become even more difficult.
That's why more nonprofit
investment committees are
moving to OCIO.
Investment outsourcing continues to grow, as committees
are realizing they can gain valuable resources, advice and
infrastructure. Infrequent committee meetings, often
quarterly, don't always foster timely decision-making or
time for decisions that can impact long-term success.
Hiring an OCIO gives you access to dedicated nonprofit
investment specialists, infrastructure that enables more
nimble investment decision-making and an opportunity to
improve performance, all at often lower fees than you are
currently paying.
Nonprofits embrace the
OCIO model:
SEI's outsourced CIO improves investment
committee impact and efficiency
Primary reasons for adopting
the OCIO Model:
• Improved governance
• Market volatility
• Increased investment complexity
• Improved committee focus
• Array of investment
options/mission alignment
For Institutional Investor Use Only. Not for Public Distribution.
