Our Partnership with SEI

The Community Foundation has partnered with SEI, a leading asset manager with 450+ clients worldwide and $330 billion in assets under management.

SEI serves as The Community Foundation’s outsourced chief investment officer (OCIO), functioning as an extension of our staff and Investment Committee, providing world-class investment expertise, and focusing on managing the charitable funds you have entrusted to us.

SEI is a large, global firm that makes significant annual investments in research tools and technology for investment and risk management. Because SEI has taken on full fiduciary accountability for the selection, oversight and replacement of money managers, The Community Foundation Investment Committee is able to focus more time on strategic initiatives, such as asset allocation and overall financial strength. The Community Foundation Board and Investment Committee believe this model will have great benefit in enabling us to best support our communities.

We are also working with SEI to exercise competent and socially responsible stewardship in how it manages our financial resources by incorporating a “Do No Harm Policy” when deploying assets. Recognizing that our donors and our ability to carry out our mission depend upon a reasonable return on investments, we are committed to avoiding investments which work against our philanthropic goal for a just and equitable Greater Washington region.

Questions? Contact Florence Mwaura, OCIO
at [email protected]
www.seic.com