Fiduciary Management
Increased accountability and alignment with organizational goals
Our Fiduciary Management solution offers an alternative to the traditional consulting model. Rather than simply advising on manager selection and replacement, a fiduciary manager takes full responsibility and accountability for building investment portfolios and making changes as necessary.
This solution is designed to provide:
- Increased accountability
- Alignment with organizational goals
- The ability for clients to focus on making the critical strategic decisions
As one of the first and largest providers of a fiduciary management solution, we provide more than 400 clients with:
- A time-tested investment process of over 20 years
- Superior diversification and access to leading institutional managers in a cost-efficient model
- A single, robust platform that integrates assets, liabilities, and enterprise finance
- Goals-based reporting and ongoing monitoring to help ensure the portfolio stays on track with its objectives
- Multi-level risk management and holdings-based stress testing that measures and monitors risk across their entire portfolio
SEI offers Fiduciary Management solutions for: