SEI Quick Poll: Nonprofits Place Greater Emphasis on Timely Implementation of Investment Strategies in 2013

SEI Quick Poll: Nonprofits Place Greater Emphasis on Timely Implementation of 
Investment Strategies in 2013 
Survey Reveals the Top 10 Investment Priorities for Nonprofits This
Year 
OAKS, PA -- (Marketwire) -- 02/21/13 --  According to an annual SEI
(NASDAQ: SEIC) Quick Poll, 2013 sees nonprofit executives placing
greater emphasis on implementing investment strategies that take
advantage of market inefficiencies to add return and/or mitigate
risk, moving this priority up to third from sixth last year. The top
two investment priorities for nonprofits remained the same as 2012:
poll participants ranked aligning asset allocation decisions with
organizational finance decisions first, followed by making portfolio
changes focused on downside risk protection. 
Conducted by SEI's Nonprofit Management Research Panel in January
2013, the poll surveyed more than 130 executives and committee
members overseeing U.S. nonprofit endowments to identify their
challenges and top 10 investment priorities for the upcoming year.
Additionally, almost two-thirds (65 percent) of participating
nonprofits said they currently use or are considering using an
outsourced chief investment officer (OCIO), a 22-percent increase
from last year's annual outlook poll.  
"Having experienced the volatility of the past few years, nonprofit
executives are focusing on protecting the financial well-being of
their portfolios in order to support their core missions and the
increasingly important role that endowments play in the overall
financial health of organizations," said Mary Jane Bobyock, Director
of Nonprofit Advice, SEI's Institutional Group. "A complex market,
coupled with increased fiduciary awareness and limited resources,
have prompted nonprofit leadership and investment committees to show
increased interest in partnering with an OCIO." 
Poll participants were also asked a series of questions on their
portfolio strategies for the upcoming year. Interest rates have been
low for so long that 71 percent of poll participants are not
concerned about inflation in 2013. Despite this, 39 percent said they
will invest in a variety of inflation-hedging products, with about
half (49 percent) investing in private real estate. The majority (85
percent) of those surveyed said they will invest in alternativ
e
strategies this year, with a fund of funds model being the most
popular option for implementation. Community foundations are the most
likely to invest in alternatives, followed closely by colleges and
universities. 
None of the participating nonprofit organizations are Institutional
clients of SEI. Both a general nonprofit poll summary and a college-and university-specific poll summary are available by visiting:
www.seic.com/2013nonprofitOutlook.  
About SEI's Institutional Group
 SEI's Institutional Group is one of
the first and largest global providers of outsourced fiduciary
management investment services. The company began offering these
services in 1992 and today acts as a fiduciary manager to more than
450 retirement, nonprofit and healthcare clients in seven different
countries. Through a flexible model designed to help our clients
achieve financial goals, we provide asset allocation advice and
modeling, investment management, risk monitoring and stress testing,
active liability-focused investing and integrated goals-based
reporting. For more information, visit
http://www.seic.com/institutions/.  
About SEI 
 SEI (NASDAQ: SEIC) is a leading global provider of
investment processing, fund processing, and investment management
business outsourcing solutions that help corporations, financial
institutions, financial advisors, and ultra-high-net-worth families
create and manage wealth. As of December 31, 2012, through its
subsidiaries and partnerships in which the company has a significant
interest, SEI manages or administers $458 billion in mutual fund and
pooled or separately managed assets, including $201 billion in assets
under management and $257 billion in client assets under
administration. For more information, visit www.seic.com. 
Company Contact:
Laura Edling
SEI
+1 610-676-3827
ledling@seic.com 
 
 
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