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Who we serve

Retirement plan sponsors

Understanding the needs of retirement plans is our heritage.

We focus on helping retirement plan sponsors meet evolving business and financial goals in a complex investing and operating environment.

Our experience as a discretionary investment manager, is supported with a 25-year track record of having discretion for large retirement plans and well-known institutional clients.

Learn more about our discretionary/OCIO solution

Defined benefit plans

Our focus is helping plan sponsors achieve goals. As a leader in the defined benefit space, we helped bring the importance of the pension’s impact on the organization to the forefront, partnering with the Pension Benefit Guaranty Corporation (PBGC) to create a tool to help sponsors pre-experience the impact of pension changes. 

Through our flexible discretionary solution, we bring the professionals, technology and custom support to help achieve your goals. 

Want to talk with one of our professionals?

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.