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The intersection of investments and technology.

Your investing challenges are unique. Whether you’re looking to outsource investment management or delegate specific tasks, we have the technology, expertise, and resources to support your team’s success.

Outsourced investing (OCIO)

Access scale and flexibility. Make confident decisions.

  • Discretionary investment management for institutions who can benefit from additional expertise, infrastructure, and enhanced governance 
  • Risk-focused implementation with goals-based advice, a flexible suite of public and private investment offerings, and favorable fees
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Data and analytics

Take control of risk. Make confident decisions.

  • Analysis and data services to help make internal teams more effective.
  • Gain confidence in your portfolio decisions with a fully reconciled, comprehensive investment book of record (IBOR) and benefit from total portfolio visibility through SEI’s analytics and reporting tool.
     
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Alternative products and investment structures

Diversify your portfolio. Manage operational complexities.

  • Long-tenured, experienced team provides access to a strong manager network and rigorous, independent due diligence.
  • Ability to create custom strategies that meet the diversification mix and risk tolerance that you desire.
  • Capabilities and resources to properly source and report on alternative strategies with full transparency.
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Connecting the financial services industry to change the way institutions invest.

8,700 clients receive tailored attention from a dedicated SEI team. And, while our resume evolves to meet the changing needs of our clients, some goals always remain the same, like saving clients time, improving outcomes, and reducing workflow errors.

$410B
AUM
10
of the top 20 US banks as clients
49
of the top 100 investment managers worldwide are clients*
30+ year
track record of managing institutional assets through various market cycles
380+
technical and investment professionals focused on understanding your needs
550
partners with custom investment solutions built to achieve your goals

A provider of choice for hundreds of large-scale clients operating multi-faceted businesses around the world.

Jay Cipriano
Executive Vice President, Institutional investments and technology
Whether this is your first time hearing about SEI, or you're looking for tools to help you find the right provider, we're here to help.

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*Based on Pensions & Investments’ “Largest Money Managers” 2021 ranking. Data as of 3/31/2023.