PRIOur experience prepares us. We have over 220 clients who have been with us for more than a decade. Since our first nonprofit client more than a quarter century ago, we've focused on gaining a distinct understanding of your unique needs and challenges. 

With 25+ years of experience, we serve as an OCIO for more than 170+ nonprofit clients with aggregate assets over $34.3 billion.*

Experience at a glance

The investment options that make up your foundation’s portfolio are critical. We provide a dedicated nonprofit portfolio management team, backed by a large, well-resourced investment organization.

Our OCIO model offers nonprofits:

  • Proactive advice and modeling, creating a portfolio designed to meet your hurdle rate and support spending levels
  • Access to leading institutional investment managers  at favorable fees
Video: An OCIO that Specializes in Higher Education Educational institutions benefit from an OCIO-focused on higher education institutions
  • Improved governance and guidance on your fiduciary role
  • Active discretionary management, with nimble decision making designed to capture market opportunities
  • Two decades advising clients on alternative investments, along with various alternative specialists
  • Rigorous manager monitoring and portfolio risk management
  • A dedicated administration services team to assist your staff and investment committee with requests related to account administration, disbursements, reporting, and donor communications
Case Study Midland Center for the Arts Gains Access to Capital in a Time of Crisis A story of how sticking to long-term goals pays off

You get to focus on your philanthropic mission and building relationships with donors. And we can often offer this at a lower cost.

We reduce your administrative burden and provide an OCIO solution to help meet your goals.

Legal Note

*As of 06/30/2021

Legal Note

Top OCIO Provider at the Fund Intelligence 2017 and Fund Map 2018 Institutional Asset Management Awards as of November 2018. *Pensions & Investments, July, 2019. SEI ranked as a largest outsourcer based on worldwide institutional outsourced assets under management.

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