Check the 5 areas where your OCIO should excel.

What we do
The right OCIO can provide efficiencies that institutional investors simply can’t achieve on their own.
While there are many terms to describe OCIO and the services OCIO providers offer vary, the fundamentals of an OCIO program are similar. The core function of the OCIO is to implement and take discretion for the day-to-day investment management on behalf of the institutions to allow them to make strategic decisions and use their time more efficiently.
Industry growth has attracted many new providers and startups. It's important that an OCIO has the experience, infrastructure, and people to guide you through challenging times, and to implement new ideas to help your portfolio evolve. You also get a significant advantage with an OCIO who supports your team through value-add services like operational support, education, fundraising, and marketing.
We continue to find ways to take our OCIO program to the next level. We keep enhancing our solution and delivering additional services that OCIO clients truly value in their providers. We welcomed our first OCIO client in 1992, and they’re still with us today. Over the years, we’ve guided our clients through many market environments, and we are set up to navigate challenging times. Our program offers the core OCIO services you need, but has evolved to include the extra services that contribute to your success.
Check the 5 areas where your OCIO should excel.
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See how*Data as of 6/30/23. Information provided by SEI Investments Management Corporation (SIMC), a registered investment adviser and wholly owned subsidiary of SEI Investments Company.