What we do
That’s why more and more investors are embracing the OCIO investment outsourcing model.
Industry growth has attracted many new providers and startups. It's important that an OCIO has the experience, infrastructure, and people to guide you through challenging times, and to implement new ideas to help your portfolio evolve. You also get a significant advantage with an OCIO who supports your team through value-add services like operational support, education, fundraising, and marketing.
Our experience prepares us. Over the years, we’ve guided our clients through many market environments, and we are set up to navigate challenging times. More than 145 large institutional clients hired us prior to the financial crisis, and have remained with us since before January 1, 2008.
We continue to find ways to take our OCIO program to the next level. We keep enhancing our solution and delivering additional services that OCIO clients truly value in their providers.
The best part? We understand your organization. We look for investment opportunities that make sense for you, while quantifying risks across your entire portfolio.
Build your custom RFP with targeted questions. Develop your own request for proposal with topics that matter most to your organization.
Our people make all the difference. We’re committed to building strong partnerships, every day.
*Data as of 3/31/23. 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.