We’re an experienced, well-resourced OCIO provider, with flexible outsourcing solutions to help institutional investors achieve efficiency and risk management through investment management delegation.
What we do
We provide flexible outsourcing solutions to help you achieve efficiency and risk management through investment management delegation.
Outsourced CIO platform (OCIO)
Who we serve
We work with institutional investors as an extension of your team to provide proactive guidance, education, and insights to help you achieve your financial goals.
Retirement plan sponsors
Understanding retirement plans is part of our heritage, dating back to our roots as a pension consultant. We’ve innovated, improve the way plans are managed, and now provide solutions to help create a better experience for retirement plan providers and their employees.
We provide a dedicated team and custom approach to help nonprofits and healthcare organizations meet their goals. Learn why over half of our nonprofit clients have been with us for 10+ years.
Get help from the right provider
Not all OCIOs are alike – experience and infrastructure matter. Request an information kit for details.
Information provided by SEI Investments Canada Company, is the investment fund manager and portfolio manager of the SEI funds in Canada, a wholly owned subsidiary of SEI Investments Company. There are risks involved with investing, including loss of principal.