Kendra Kaake

Director of Investment Strategy

Kendra Kaake serves as Director of Investment Strategy in Canada where she is part of a team responsible for overseeing investment strategy development and advice for SEI’s institutional clients. She partners with and provides ongoing support to the Client Portfolio Managers’ efforts in the development and delivery of specialized expertise, strategic advice and investment management solutions for institutional clients and prospects. She has extensive experience advising defined benefit, healthcare, insurance and nonprofit partners on all aspects of their investment programs, including governance, investment policy and strategy, asset allocation, risk management, asset class structure, manager selection and implementation.
Prior to joining SEI, Kendra spent nine years at Russell Investments as Director of Nonprofit OCIO Solutions and Director of Client Strategy & Research, where she provided advisory and investment management services to institutional clients in Canada and the US. Prior to Russell, she spent 10 years at Watson Wyatt which is now known as Willis Towers Watson. While at Watson Wyatt, Kendra consulted with clients in Canada, the US and Australia on a wide range of retirement issues.

All Sessions by Kendra Kaake

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Day 1: May 12, 2022

Day 2: May 13, 2022

2:00 pm

2:00 pm

INDUSTRY EXPERT: SEI

Balancing Capital Preservation, Minimum Disbursement Quotas, Low-Return Environments and Inflationary Risks

  • When addressing asset allocation strategy, capital preservation in real terms is frequently discussed, but how often is it actually implemented?
  • As Donor-Advised Funds (DAFs) continue to grow, how are the changing nature of inflows contributing to aggregate granting rates at the total fund level?
  • How are nonprofit organizations responding to the need for continued real growth in their investment portfolios, while central banks normalize monetary policy in the face of the strongest inflation in decades?

Nonprofit organizations must respond prudently and efficiently to the evolving nature of DAFs. Deliver on your goals by proactively managing your investments in a high-risk environment.