We are committed to educating our clients as they grow and evolve.
Proactive, high-touch client experience: Education first.
We make sure our clients are educated as their needs and the environment evolve. Our client portfolio managers explain how we deliver an outstanding client experience.
Dale K. Campbell: Change is constant and we know that. And so when Kathy and I and our other relationship management team talk about how we navigate that and thread that needle, it's a continuously educational project through time. It's understanding the clients changing on their boards and committees. It's helping them understand the OCIO solution and why they're in this model, why they're in this program, and about what the firm thesis is behind it. That's a constant.
So we're meeting and greeting them during different events through the years. We certainly have the investment committee standard meetings. We have webinars where we have new education for board members, and we continue those through time. And again, we're making sure that everybody understands that linkage.
Services provided by SEI Investments Management Corporation (SIMC), a registered investment adviser and wholly owned subsidiary of SEI Investments Company.