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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

Nonprofit and healthcare organizations
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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Explore our solutions

Outsourced chief investment officer (OCIO)
An experienced, well-resourced OCIO provider with flexible outsourcing solutions for institutional investors.
Unbundled OCIO solutions
Empower your investment team with innovative technology and investment solutions.
Alternative and private market investing
Capabilities and resources to properly screen and report on complex strategies.
Sustainable investing
Custom socially responsible investing, impact investing, and ESG screens that demonstrate a commitment to your values without sacrificing investment quality.

Insights for institutional investors

All insights