Investment committees work hard to support spending and manage the investment portfolio to that will best achieve the overall mission. But with stretched resources and an unpredictable economic environment, investment committees do face challenges.
We recently conducted a survey among nonprofits to find out more about those challenges — and where investment committees see opportunity for improvement.
So we asked: How is your committee structured and what are some of the trends you’re experiencing?
Part 1: Investment Committee Trends
Results: Investment committee structure, governance and current practices are top of mind
Part 2: Areas for Improvement
Results: Focus and expertise to better achieve the mission
Part 3: Investment Strategy and Goals
Results: Clear expectations about the long-term goals
Part 4: Taking Action
Results: What's planned for the coming year?
Part 5: Current Governance Structure
Results: Outsourcing maintains popularity
Demographics of respondents:
Legal Note
The Nonprofit Management Research Panel recently (2Q2019) surveyed 101 nonprofits with assets ranging from $25 million to over $1 billion, none of which are SEI clients, to learn how their committees are constructed and some of the challenges they face. This information is for educational purposes only. Not intended to be investment, legal and/or tax advice. Please consult your financial/tax advisor for more information. Information provided by SEI Investments Management Corp., a wholly owned subsidiary of SEI Investments Company.
For questions of likelihood in Part 1 and Part 4, respondents chose from the responses of “likely, somewhat likely and not likely. Percentages shown comprise respondents’ answers of likely and somewhat likely.
