Proactive, high-touch client experience.

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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

Nonprofits and healthcare
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
Contact us

Feedback from our OCIO clients.

SEI’s 89% Net Promoter Score* among North American Institutional clients underscores the strength of our relationships and the confidence clients place in our people, process, and strategic partnership.

Our client portfolio managers explain how we deliver an outstanding client experience.

Education first.

Our commitment to continuous education ensures your team stays ahead. Watch video to learn more.

Valuing all stakeholders.

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. Watch video to learn more.

Proactive, not reactive.

Proactive communication and transparency, especially during challenging times, can have a significant impact on your results. Watch video to learn more.

What our clients say about us.^

“Our client portfolio manager is an outstanding professional who brings a tremendous amount of expertise and support to our organization.”

Nonprofit client since 2018

“Very satisfied with your services as OCIO. The main contact persons and the whole team -- outstanding!”

Nonprofit client since 2021

“Our client portfolio manager and team are incredible. Knowledgeable, responsive and great representatives of SEI. I cannot say enough good things about the team and our client portfolio manager in particular.”

DB client since 2014

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*Client responses were collected from the 2025 SEI Corporate Net Promoter Score (NPS) survey. The survey was distributed to all 654 SEI North American Institutional clients with a tenure of 12 months or more, with data gathered from September 8 to September 30, 2025. A total of 227 clients responded to the survey. Net Promoter Score is calculated as the percentage of promoters (scores 9–10) minus the percentage of detractors (scores 0–6); neutral responses (7–8) are excluded. Clients were not compensated for their participation. Clients may from time to time receive gifts and entertainment from SEI in compliance with its gifts and entertainment policy. ^Quotes are from existing clients that have had a relationship with SEI for 1 to 31 years.