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Benefits of SEI

Our Comprehensive Solution

As one of the largest independent providers of mutual fund support services, SEI provides a total outsourcing solution that starts at the core with proven fund administration, accounting and legal and compliance services. We add to this foundation effective distribution services and marketing support to help you grow your fund’s assets and achieve your investment business objectives.

 

In addition, we provide our clients with ongoing action-oriented business intelligence and guidance through SEI’s Knowledge Partnership. At SEI, we understand the importance of teaming with a service provider who can assist clients in:

 

§         understanding the competitive climate and industry trends

§         determining best practices

§         developing a customized strategy around business needs and goals

§         implementing solutions, evaluating results and adjusting accordingly

As one of the largest independent providers of mutual fund support services, SEI provides a total outsourcing solution that starts at the core with proven fund administration, accounting and legal and compliance services. We add to this foundation effective distribution services and marketing support to help you grow your fund’s assets and achieve your investment business objectives.

 

In addition, we provide our clients with ongoing action-oriented business intelligence and guidance through SEI’s Knowledge Partnership. At SEI, we understand the importance of teaming with a service provider who can assist clients in:

 

§         understanding the competitive climate and industry trends

§         determining best practices

§         developing a customized strategy around business needs and goals

§         implementing solutions, evaluating results and adjusting accordingly

Our Unique Approach

SEI is committed to delivering an unrivaled client experience. As a company, we understand that the reason for our existence is to deliver value to our clients. All activity starts and ends with you, the client. This fundamental approach separates us from other providers. To deliver against this promise, we employ a unique three-tier relationship management structure to service the relationship:

 

§        Strategic  The senior-most people responsible for ensuring that the strategic outsourcing relationship between our organizations  will remain strong over time.

§        Management The dedicated relationship team will be primarily responsible for managing your overall client experience, for developing appropriate solutions to your unique business needs and for orchestrating the delivery of excellent customer service.

§        Operational  The experts who are responsible for the day-to-day delivery of fund services at quality levels.

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