Areas of Expertise
- Investment strategy development for nonprofits
- Investment advisory services for nonprofit and endowment clients
Mary Jane Bobyock serves as Managing Director, Nonprofit Advisory Team for our Institutional Group, where she is responsible for overseeing strategic development and advisory services for our nonprofit and endowment clients within our OCIO program. She joined SEI in June 2012 with over 26 years of experience in the investments industry. She has extensive experience delivering custom solutions to institutional clients in the nonprofit community, including asset allocation analysis, spending studies, investment policy guidance, portfolio construction and, reporting best practices.
Prior to joining SEI, Mary Jane spent five years at Russell Investments as a Senior Client Executive, where she provided advisory and investment management services to nonprofit clients. Prior to that, she spent 17 years at Miller, Anderson & Sherrerd which was acquired during that time by Morgan Stanley Investment Management. While at Morgan Stanley, Mary Jane served most recently as Vice President for the Institutional Client Coverage Group.
Mary Jane earned her bachelor’s degree from Villanova University and her Master of Business Administration in finance from Temple University. She is a CFA Charterholder.
The trend of investment outsourcing, also known as OCIO, is increasingly popular, especially among the nonprofit marketplace.
Information provided by SEI Investments Management Corporation (SIMC), a registered investment adviser and wholly owned subsidiary of SEI Investments Company.
Recent Articles from Mary Jane Bobyock, CFA
Sustainable Investing: What Has Changed During the Crisis? Nonprofits consider how sustainable investments may align with their goals
Planning for times like today: How two universities applied enterprise financial risk analysis Nonprofits prepare with custom scenarios and risk management strategies
Nonprofit Spending: Is Now the Right Time to Increase? Key considerations from the NACUBO webinar to support your spending policy decision
Coming Recession? 5 Qs to Ask Your OCIO. Hint: Can they withstand a market downturn? How your OCIO reacts to market volatility makes all the difference
Chronicle of Philanthropy: Financing During a Pandemic How to adapt to a crisis
How the CARES Act Impacts Nonprofit Organizations and Higher Ed Institutions 7 key provisions of the CARES Act that aid nonprofits
Higher Ed Sector Outlook: Moody's Revises View Colleges and universities made swift changes to operate during COVID-19 quarantines, but what might be impacted long term?
The Importance of Your Governance Structure Amid COVID-19 Governance structure can lead to market repercussions, good or bad
3 Things Smart CIOs and IC Chairs Value These services can be easily overlooked when performance and fees are top of mind
RFP Best Practices The RFP process can seem overwhelming; we can help you get started