For more than fifteen years, SEI has walked alongside the Sisters, Servants of the Immaculate Heart of Mary as their Outsourced Chief Investment Officer. What began as a professional engagement has grown into a mission‑driven partnership rooted in shared purpose: ensuring the Sisters’ ministries thrive today and endure for generations. “SEI has long admired the Sisters’ devotion to service, education, and Gospel values,” said Kathleen Oldfield, Financial Services Director at SEI. “Their work is carried out with compassion, grace, and a joy that brightens every room.”
Much of this collaboration takes shape through the IHM Investment Advisory Board, where SEI works closely with Sister Francis Michael, Sister Donna Shallo, Sister Mary Ellen Tennity, Sister John Evelyn DiTrolio, Sister Stephen Anne Rodriguez, and Sister Paula Buley. Together, they have built an investment and governance approach that honors the sisters’ religious and social values while supporting responsible, long‑term asset growth. The relationship is grounded in trust and shared stewardship.
“We invest with purpose,” Kathleen noted. “Every dollar helps us serve someone in need.” In recent years, SEI has also partnered with the Philadelphia Phillies to drive positive change across communities. When SEI learned that the IHM Sisters are enthusiastic Phillies fans, it felt like a joyful affirmation of the spirit that connects them all with faith, purpose, and a genuine desire to make an impact. “In many ways,” said Kathleen, “the story of SEI and the IHM Sisters is one of teamwork, heart, and a shared belief in building something that lasts.” SEI was most recently a gold sponsor of the annual Sippin’ for the Sisters. As a gold sponsor, SEI donated $10,000 for Camilla Hall to purchase new beds and recliners for our aging sisters who reside there. SEI encourages other companies to support the Sisters, Servants of the IHM as it is a most rewarding corporate sponsorship.