INSTITUTIONAL INVESTORS

SEI is helping nonprofits change the way their organizations address today’s challenges in ways they never before realized. The chart below illustrates how SEI's Nonprofit Solution integrates specific capabilities.

Strategic Advice & Management

• Investment Policy Analysis and Development
• Asset Liability Studies
• Capital Market Assumptions

Investment Management

• Portfolio Structure
• Manager Research & Selection 
• Manager Oversight & Replacement
• Transition Management
• Fiduciary
• Socially Responsible Investing

Donor Related Administration (optional)

• Planned Gift Investment Strategies
• Tax and Accounting Services
• Communication Strategies
• Customizable Institutional Reporting
• Sub-Ledger for General Ledger

Donor Vehicles

• Donor Advised Funds
• Charitable Gift Annuities
• Pooled Income Funds
• Supporting Organizations
• Scholarship Funds
• Charitable Trust
• Private Foundations

Custody & Administrative Services (optional)

• Trust & Custodial Services
• Daily Unitization / Sub-Accounting
• Automated Rebalancing
• Payment Services
• Account Transition