Nonprofit News: Florida School Reviewing IPS Following Hire of Outsourced CIO

March 13, 2019

Will work with SEI to ensure current policy aligns with its risk tolerance

Nonprofit News interviewed Nancy Greene, VP of Finance and Operations and CFO at Pine Crest School about their recent decision to hire SEI as an outsourced CIO (OCIO). Now, Pine Crest is reviewing its investment policy statement (IPS) with SEI to ensure the current policy aligns with the school’s risk tolerance. 

“SEI’s customer service, approach to risk management and cost set it apart from other respondents.” – Nancy Greene, CFO, Pine Crest School

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Pine Crest decided to move to an OCIO model for efficiency and agility in decision making, as well as to:

  • Balance risk/return assessments 
  • Provide more rigorous monitoring and portfolio management
  • Deliver more analytical tools

“Pine Crest is looking forward to our partnership with SEI and have already benefited from enhanced reporting and professional development,” Greene said. 

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Legal Note

Information provided by SEI Investments Management Corporation (SIMC), a registered investment adviser and wholly owned subsidiary of SEI Investments Company.

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