Proactive, high-touch client experience: Valuing all stakeholders.

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October 20, 2025

1 MIN READ

All stakeholder perspectives are a priority.

Our process is designed to include perspectives from all the various members of your team, so no voice goes unheard and no challenge goes unaddressed. Our client portfolio managers explain how we deliver an outstanding client experience.

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So we deal with all the stakeholders in an organization. When you think about the board, the investment committee, and then the staff, all of them have very different and unique needs and they digest information differently. We have to think about when approaching a board, that how we're going to communicate with a board may be very different than how we communicate with an investment committee.

Investment committees typically want to get into the granularities around governance, the portfolio market, behavior expectations going forward in the market. The staff, typically the CFO office, they have very different needs, and we have to accommodate those needs and communicate to them about those needs in a very different way than perhaps we would do with the board.

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