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

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
  • 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
Video: An OCIO that Specializes in Higher Education Educational institutions benefit from an OCIO-focused on higher education institutions
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.