A track record of results.

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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
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Our evolution has been shaped by client needs.

Over time, we have enhanced our processes and platforms to deliver speed, transparency, and proactive decision support. This focused growth has enabled us to put data, analysis, and proactive guidance at your fingertips to support your critical decisions.

Experience influences outcomes.

We've been tackling market disruptions and solving business challenges for over 30 years. For investors, this kind of knowledge can make the difference between smart decisions and missed opportunities.
Our client portfolio managers deeply understand their clients’ business, and they draw on a seasoned team of 300+ investment professionals and state-of-the-art technology to provide proactive solutions to client challenges.
In times of stress, that may mean helping creatively solve liquidity challenges, identifying ways to limit trading costs, or leveraging unique investment opportunities arising from the environment.

30+ years

of experience. We took on our first OCIO client in 1992.

115+

large institutional clients have been with us since before the 2008 market crisis.*

Leading, not following.

When we see a better way, we advocate for our clients. We've worked directly with regulatory agencies to develop better approaches to managing assets. Our clients benefit from thoughtful, innovative approaches to solving challenges.

What's the value of experience?

Dale K. Campbell, SEI Senior Client Portfolio Manager, explains how our experience benefits our clients.

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Stability, stability through time. Having an organization that has seen the financial crisis and even before that, through the time periods that we have today, understanding how clients' needs change. And the only way you do that is having the viewability of that through time. So stability is really important in this landscape. And then working together and creating the partner. You invest so much time and energy into this process and it's a long process and you want to provider that can deliver from experience and also into the future of being proactive and having the foresight to understand what's coming down the pipeline.

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*As of September 30, 2025.

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