Client Case Studies
Addressing today’s challenges in new ways
Our brief case studies showcase some of the results you may achieve in a partnership with SEI.
Contact us today to discuss your unique situation.
Health System Adopts a New Strategy to Tackle Financial Challenges
A single-state healthcare system overseeing more than $200 million in board-designated and pension assets chose SEI to manage. SEI was selected because of its ability to deliver not only investment solutions, but also the type of strategic advice that would help the organization achieve its objectives.
Nonprofit Benefits from a Socially Responsible, Goals-Based Solution
A large Pennsylvania-based religious organization with more than $200 million in assets that support operations, capital expenditures, and the retirement needs of its more than 900 members hires SEI to manage the portfolio to preserve capital while supporting current spending needs.
Healthcare System Adopts Creative Strategy to Meet Bond Covenants
During 2008, when the full ramifications of the credit crisis were becoming clear, this tax-exempt Florida-based healthcare system with $500 million in unrestricted and board-designated cash and investments, realized there would be a significant impact, not only on the system’s investments, but on the business as a whole.
