2
Spending policy is
the biggest driver of
a portfolio's return
objective and the
amount of risk to take.
Background
The SEI Nonprofit Management Research Panel surveyed
executives and investment committee members from
nonprofits in the U.S. and Canada on a number of key measures.
Nearly 100 participants completed the poll, representing
nonprofits with endowments ranging from $5 million to more
than $5 billion. None of the respondents are current clients of
SEI
®
. We conducted the poll from May through July 2023.
