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
2021 Economic Outlook and the impact for Nonprofit Investment Strategies Promising points to consider as we look forward to the new year
The Importance of Effective Governance In the Midst of Two Crises Maintaining a set governance structure helped one museum better navigate the challenges of 2020
Risk Management Beyond Investments: 5 Ways to Evaluate Risk A different look at risk within your investment portfolio
Charitable Giving 2020: COVID-19 and Politics Make a Play Our guest Michael Rosen, President of the fundraising consulting firm, ML Innovations, explains what has changed with fundraising in this Q&A.
Roundtable Recap: Community Foundations Adapt to 2020 Small business support, economic development initiatives, endowed versus non-endowed considerations and scholarships in a COVID world
The Importance of Diversity, Equality and Inclusion (DEI) in Governance and Beyond How investment committees incorporate diversity can vary, sometimes missing important considerations
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