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Institutional investors

We provide technology and asset management services across the continuum of institutional investors ranging from those with internal investment operations to those that outsource investment implementation.

What we do

  • Outsourced CIO (OCIO)

    We’re an experienced, well-resourced OCIO provider, with flexible outsourcing solutions to help institutional investors achieve efficiency and risk management through investment management delegation.

  • Enhanced CIO (ECIO)

    We support your investment team by combining one of the world’s leading portfolio intelligence tools—SEI Novus—with comprehensive investment processing, shadow accounting, and data management capabilities.

  • Sustainable investing

    Custom socially responsible investing (SRI), impact investing, and ESG screens that demonstrate a commitment to your values without sacrificing investment quality.

Who we serve

  • Nonprofit and healthcare organizations

    We provide a dedicated team and custom approach to help nonprofits and healthcare organizations meet their goals. Learn why over half of our nonprofit clients have been with us for 10+ years.

  • Retirement plan sponsors

    Understanding retirement plans is part of our heritage, dating back to our roots as a pension consultant. We’ve innovated, improved the way plans are managed, and now provide solutions to help create a better experience for retirement plan providers and their employees.

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Economic outlook: The year ahead: Riding on rocky ground

Both fixed-income and equity markets chalked up big losses in 2022—almost regardless of region or style.

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Our insights

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March 9, 2023

Alternative investing process review

Suggestions for increasing operational efficiency and helping reduce risk in five key areas.

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February 22, 2023

Five strategy considerations for nonprofits amid volatility

How does your process prepare you for market volatility?

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February 6, 2023

Chief Investment Officer: 'Relief Is No Longer Relief'

Financial market upheaval overtakes the best intentions of pension legislation.

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Evaluating OCIOs?

Our evaluation center is a one-stop shop to make your search successful. From an RFP checklist and sample questions to tools for comparing fees and performance, and tips for running a finals presentation, we've got you covered.

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