Nonprofit News Special Report: Investors Cautiously Optimistic in 2019 as Volatility Reemerges

January 14, 2019

Nonprofits prepare for dampening of equity & fixed income returns

Many believe the bullish market could be coming to a close. At the end of 2018, we saw volatility creep back into the picture, and investors are carrying a more bearish sentiment. 

Nonprofit News wrote a special report about volatility returning to the market and what that could mean for nonprofit investors this year. The report includes interviews with several nonprofit experts and discusses:NPN Reprint

  • Why this might be an opportune time to take a look at the equity portfolios
  • The consideration of rebalancing to become more diversified
  • Why the growth run might be coming to an end, moving towards value

And while many are proceeding with caution into 2019, Mary Jane Bobyock, managing director of our Institutional Group’s nonprofit advisory team, explains our optimism. 

“We are optimistic on equities for the next 12-18 months with return expectations north of 10% from current depressed levels. We’ve got a lot of transparency with the Fed, which helps, tax reform has helped, and there are still expectations that profit growth is going to be relatively high.”

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Legal Note

The opinions expressed herein are current as of the date noted above and subject to change without notice. Nothing herein is intended to be a forecast of future events, or a guarantee of future results.

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