Outsourced chief investment officer (OCIO)

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Overview
What we do

Outsourced CIO
We've been dedicated to our discretionary OCIO model for 30+ years.

Unbundled OCIO
A suite of customizable alternative and sustainable strategies rooted in deep investment research and expertise.

Alternative investment solutions
We can help manage the decisions, risk, and operational complexities that come with alternative investing.

Portfolio analytics
Flexible analytics and reporting with the power of total portfolio visibility using SEI Novus℠.

Managed IT services
Advanced solutions for cybersecurity, network operations, and cloud infrastructure.
Who we serve

Nonprofits and healthcare
Custom services for higher education, community and private foundations, and hospitals and healthcare systems.

Retirement plan sponsors
Understanding the needs of retirement plans is our heritage. We focus on helping you meet business and financial goals in a complex environment.
Our insights
Our team
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Tips on simplifying an often cumbersome process.

An OCIO supports your financial goals by helping to reduce costs, improve governance, and minimize distractions.

Well-respected institutions are moving to the OCIO model because outsourcing investments can provide tangible benefits, such as increased resources and expertise, lower fees, access to alternative investments, and improved performance.

97% of our OCIO clients are likely to recommend SEI to another colleague or firm.*

Choose the SEI difference.

While basic OCIO services can seem similar, it's important to dig deeper. Your institution's OCIO experience can vary significantly. We are one of the first and largest OCIOs with a history of dedication to our clients.

Track record of driving results

We consistently guide clients through challenging market environments, providing them with critical insights and taking decisive action when market events demand it. How we guide clients.

High-touch client experience

Our high-touch approach consistently earns us top grades from our clients.* Our seasoned portfolio managers work in lockstep with your staff and committee to help achieve financial goals. They bring proactive investment ideas and perspectives along with technology and operational capabilities. How we do client experience.

Range of investments with open architecture

Our team accesses a broad range of investment options to meet your portfolio goals. They're supported by over 100 investment professionals who conduct independent manager research and offer specialist investment capabilities.

Transparent pricing with benefits of scale

We believe in transparent, fair pricing. By leveraging our network, technology, and significant assets under management, we can bring favorable investment fees across your portfolio. Our OCIO fee includes additional services that many other programs can't offer. Factors in OCIO fees.

Stable, committed strategic partner.

We're a financially stable company dedicated to providing the best value for our OCIO partners. Unlike many competitors, we're singularly focused on delivering OCIO solutions to Institutional Investors, and we continue to innovate and invest in the right people, technology, and processes. This commitment is especially important as the OCIO landscape undergoes consolidation.

30+

Years as an OCIO

310

investment professionals

69%

are 10-year+ North American clients

Outsourced CIO resources

What you need to know about OCIO
Learn more about the OCIO model and get answers to some commonly asked questions.
RFPs and evaluation tools
Get tools and tips to make your OCIO search and RFP more effective.

Customized approach.

Learn how we customize our OCIO solution to meet your organization's needs.

Higher education

Community foundations

Corporations / Defined benefit plans

As a pioneer in DB plan management, we helped bring the importance of the pension’s impact on the organization to the forefront. We even partnered with the PBGC to create a tool to help sponsors pre-experience the impact of pension changes. We have continued to innovate, and bring custom solutions to our clients. We provide:

Comprehensive strategic advisory services supported by ongoing asset/liability studies
Custom Liability Driven Investing (LDI) and de-risking strategies with goals-based reporting
A flexible implementation that can include commingled funds, custom separate accounts, and alternative investments
An efficient model that offers time savings, administrative, and regulatory support

Unions / Taft-Hartley plans

As one of the largest fiduciary investment managers for Taft-Hartley plans, we understand your challenges and can help you achieve your objectives, with the goal of saving you time and money.

We take a comprehensive approach to pension management with established governance and a multi-manager investment process that can bring efficiencies through:

Proactive advice and modeling to help you see the potential outcomes of key decisions
Active discretionary management, which enables nimble changes designed to capture market opportunities
Access to leading institutional investment managers at potentially favorable fees due to our scale
A dedicated team of Taft-Hartley client professionals to report on your plan progress against goals

Public retirement plans

Hospitals and healthcare systems

When investment returns for your asset pools play a critical role in your hospital or health systems’ financial success, you need a focused plan for aligning allocation strategies with overall goals and risks.

Our team of advice professionals create custom investment portfolios for each of your asset pools, including operating pools, defined benefit plans, and foundations.

OCIO and investment insights.

*Client testimonials were collected from the 2025 SEI Corporate Net Promoter Score (NPS) survey. The survey was distributed to all 654 SEI North American Institutional clients with a tenure of 12 months or more, with data gathered from September 8 to September 30, 2025. A total of 218 clients responded to the survey. Clients were not compensated for their participation. However, SEI may make charitable contributions to the client's non-profit entity or its charitable activities at its discretion, which could influence a client's responses to the survey.

Pensions & Investments, July 2025. SEI ranked as a largest manager of outsourced assets based on worldwide institutional outsourced assets under management with full/partial discretion and a largest manager of full discretionary assets based on worldwide institutional outsourced assets under management.

SEI statistics as of December 31, 2025.

Services provided by SEI Investments Management Corporation, a federally registered investment advisor and wholly owned subsidiary of SEI Investments Company (SEI).