Investment committees play an important role in achieving the mission and long-term goals – helping to ensure that there’s solid infrastructure, governance and performance of portfolio assets in an effort to meet the overall financial goals. That all starts with a solid foundation in the committee structure and decision-making process.
We recognize that investment committee members wear many hats, we’ve outlined the key areas that can improve your processes and decision-making abilities.
Investment Committee Resources
Onboarding Portal
There’s no set formula for committee structure. But those that have a plan in place to bring new members up to speed can have a leg up in efficiency.
Education Center
Your obligation can't be taken lightly. You'll be the first to know the latest economic and industry news to keep your fellow committee members informed.
Committee Tools
Prioritizing knowledge is key. We’ve got the tools and resources to help your committee's overall success and impact on the mission and decision-making.
- Committee management
- Donor support and fundraising
- Due diligence
Virtual Tour: A Remote Look at SEI
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Legal Note
Information provided by SEI Investments Management Corporation, a registered investment adviser and wholly owned subsidiary of SEI Investments Company. Investing involves risk including possible loss of principal.
*Source: Chronicles of Philanthrophy, "Why and How to Build a Diversity Nonprofit Board, 2016