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Circular puzzle pieces connect to form the rings of a tree stump, we are all connected.

Institutional investors

We provide technology and asset management services across the continuum of institutional investors ranging from those with internal investment operations to those that outsource investment implementation.

What we do

We provide flexible outsourcing solutions to help you achieve efficiency and risk management through investment management delegation.

  • Outsourced CIO platform (OCIO)

    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.

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.

  • Nonprofits

    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.

Our insights

blog September 12, 2022

Comparing OCIO services

Quantitative and qualitative factors to consider in the total OCIO cost.

blog August 27, 2021

Nonprofit Investing Survey results: Governance trends in 2021

How COVID-19 changed nonprofits governance structure and processes.

megaphone April 30, 2021

How stress testing your portfolio can improve decision making

Looking both forward and back: Better manage risk by improving regular reporting and governance practices

Get help from the right provider

Not all OCIOs are alike – experience and infrastructure matter. Request an information kit for details.

Get your kit

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.