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
Nonprofit Investing Survey Results: Governance Trends in 2021 How COVID-19 changed nonprofits governance structure and processes
Nonprofit Investing Survey Results: Fundraising Trends in 2021 How COVID-19 changed the way nonprofits fundraise
Nonprofit Investing Survey Results for 2021 Are you staying up to date on the latest challenges? See how you compare
Nonprofit Investing Survey Results: Spending Policy Trends in 2021 See how nonprofits are approaching spending today
Nonprofit Investing Survey: Asset Allocation Trends in 2021 How nonprofits are not holding back from an aggressive investment approach
Survey Results: ESG, SRI and Sustainable Investing Why more nonprofits look to integrate their core values through ESG investment strategies
AGB Conference Recap 2021 Key take-aways from an important annual event among higher education institutions
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