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How to Reduce the Pressure on Charity Investment Committees

30 May 2017

Focus on the key strategic areas for your endowment

Volatile markets can put extra pressure on committees, causing them to look for ways to alleviate some of the stress of managing the investment portfolio.

Is it time to reconsider your investment management approach? With stretched resources and tight budgets, every day can be a challenge. Especially when you come across a bump in the road. Uncertain times reinforce the value of using an OCIO model.

In order to meet the growing demands of investment committee time and resources, many institutional organisations are looking to partner with outsourced CIOs. Why?

  • Continual due diligence and fiduciary protection
  • Security that someone is monitoring the portfolio
  • Ability to be nimble with investment decisions
  • Sophisticated investment lineup

It should be easier

Committees that decide to partner with an OCIO experience a unique way of managing the charitable endowment. OCIOs offer comprehensive account coverage with flexibility and resources in all areas of expertise, working with you on:

client communication

This model empowers you to focus your efforts on key strategic decisions, rather than keeping up with the day-to-day investment management administration.

It’s all about your goals

At the very start of your relationship, OCIOs should establish your risk tolerance and spending goals, meanwhile reviewing processes to meet your objectives. Together, you identify guidelines for regular asset allocation and investment policy discussions, or discussions triggered by a point of view on market events.  Our advice model is then linked seamlessly with our manager of manager implementation process, giving you access to first class managers at potentially lower costs. 

Could the charitable sector pay less?

We put investment fees under the magnifying glass in our research study.

Findings suggest the potential for meaningful savings exists

Find out more

Open communication is key

OCIOs meet with you regularly to discuss the work they are doing with your portfolio, research conducted, regulatory changes and recommended changes. Our OCIO solution will ensure you are very familiar with key information, including:

  • A deep understanding of the investment market
  • Actively managed assets
  • Investment points of view
  • Spending targets, risk tolerance and endowment growth objectives

Training and education

Access to experts gives you the research and education you need to fulfill your role as a committee member. Examples include emails, videos, conferences and social networking outreach.

Help your committee better meet your organisation’s financial goals.  

Legal Note

This information is provided by SEI Investments (Europe) Limited (SIEL) 1ST Floor, Alphabeta, 14-18 Finsbury Square, London EC2A 1BR, United Kingdom. SIEL is authorised and regulated by the Financial Conduct Authority in the United Kingdom.

This information is for Professional Clients only and not for further distribution.

Trustee Training

Our focus is to make sure that you are armed with the information and education you need to make the best possible decisions.

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OCIO for Charities

Find out how our solution is unique for charitable endowments

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