SEI Quick Poll: Nonprofits Focused on Investment Management Model and Defining Fiduciary Responsibilities

The poll results highlight numerous areas of focus within investment management. Almost three-quarters (71 percent) of those polled said the organization is making asset allocation changes in response to the current economic environment. Many are decreasing allocations to US equities (56 percent), non-US equities (63 percent) and hedge funds (58 percent). Conversely, allocations are being increased towards fixed income (69 percent) and other alternatives (67 percent). In addition, 63 percent of respondents said maintaining an appropriate level of liquidity in the investment portfolio is a top priority.