Now more than ever, it's important to lean on our governance structure to stay focused on our role as financial stewards during this unprecedented and volatile time. Our established processes and focus on long term strategy can make or break how we handle times like today. Planning, and sticking to our plan, can go a long way.

Many of us are operating in a not-so-normal environment right now. Here are 3 tips to hopefully keep things running smoothly.

  1. Communication is critical. Encourage continued dialogue with your committee members, staff and board members, and provide dashboard-level information as often as possible. Through this “social distancing” time, many apps and resources are available to keep the lines of communication open. Take advantage of technology, but picking up the phone is tried and true. 
  2. Leverage resources. Remember, you’re not in this alone. Relay information your Outsourced Investment Management (OCIO) has shared with you, to provide economic and financial statistics to give merit to the reasoning behind your decisions.  
  3. Focus on your ongoing goals. More often than not, this will help us keep our eye on the horizon and maintain control of the reins. Share your investment policy, and the analytics that helped create your asset allocation, to remind us of the decisions previously made for this very reason. Think about your rebalancing implications and discuss it with your colleagues and fellow committee members. This is the time to test the work you have already done, and to strengthen policies and processes established for this very reason.

To go along with my tip #2, I'm sharing some recent investment communications for you to stay informed, and share with your committee. 

Legal Note

Information 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.

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