SEI’s Institutional Solutions Group is committed to bringing solutions that help our clients achieve their strategic objectives. SEI partners with clients to understand their needs, and then creates and monitors a custom solution to help them meet their objectives. This enables SEI to make the necessary adjustments as the clients’ needs change. Read case studies of how SEI has helped a variety of institutions achieve their objectives:

Corporations and Healthcare

  “Bundled Solution Ties Footwear Company’s Retirement Plans to Employee Recruiting-and-Retention Strategy”

  “Integrated Pension Strategy Benefits International Power Products Supplier”

“Pension Solution Helps in Turnaround of Mining Company”

  Customized Pension Portfolio Supports Corporate IPO Strategy”

  “SEI Solution Brings Flexibility and Portfolio Optimization to Large Manufacturer”

  “Large Healthcare System Benefits from Strategic Outsourcing Solution”

  “A Pension Solution Built to Support a Global M&A Strategy”

  "Philadelphia Law Firm Finds a Better DC Solution: Fiduciary Protection in a High-Touch Model"

  "Total Retirement Outsourcing Relieves Burdens of Downsizing"

  "SEI DC Solution Delivers Cost Savings and Flexibility to a Large Industrial Products Firm"

Multiemployers and Municipalities

  “SEI Solution Brings Critical Insight and Control to Multiemployer Plan”

“Integrated Solution Plays Key Role in Consolidation of Electrical Unions”

Foundations and Endowments

  “Large Multi-Affiliate Nonprofit Gains Improved Focus and Custom Social Screening”

  “SEI Solution Positions Human Services Organization for Growth”

 “SEI Solution Brings Discipline and Objectivity to Large Community Foundation”