Investment philosophy and process
Our global solutions are rooted in active asset management and tailored to specific investment objectives.
Wealth management firms, financial advisors and their clients
We’re a leading global provider of asset management, investment processing, and investment operations solutions that help our clients, and their clients, reach their individual goals.
Delivering more than investment portfolios, we’re committed to building strong partnerships with our clients. We developed innovative investment approaches that are now mainstream globally, including goals-based investing and low volatility investing.
What we do
From goals-based investing to managed volatility, we’ve been on the leading edge of investment solutions for more than 50 years.
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Custom asset management programs
Funds and portfolios strategies designed for deployment as your own integrated advice and investment offerings.
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Mutual funds
Diversified, multi-manager funds in a wide range of investment options.
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Portfolio model solutions
A wide range of multi-manager portfolio solutions, including global and strategic, and goals-based.
Who we serve
Providing wealth management firms and financial advisors with innovative, goals-focused investment solutions.
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Wealth management firms
Fully diversified strategies that help you differentiate and grow your business.
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Financial advisors
We partner with financial advisors to offer innovative, client-centric investment solutions to investors.
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Investors
While we provide solutions for intermediaries, helping individuals meet their investment goals is at the heart of everything we do.
Information provided by SEI Investments Canada Company, the investment fund manager and portfolio manager of the SEI Funds in Canada and wholly owned subsidiary of SEI Investments Company. Investing involves risk including possible loss of principal.