The SEI Difference

SEI’s team of professionals intimately understands:

• Nuances of the investment management industry
• Challenges managers and their firms face
• Evolving marketplace needs

Our impressive industry record reflects the insight and knowledge of our team:

• Over $392 billion in assets under administration
• Over 1,800 funds serviced
• More than 245 clients

(all as of December 31, 2009)

Partnership approach

At SEI, we’re don’t take a client/vendor approach; we’re about strategic business partnerships. We become an extension of your business by integrating our processes with yours, freeing you to focus on your core strengths – managing money and servicing your clients. 

We provide operating capabilities, business expertise, and regulatory knowledge so you can better compete in the marketplace. We do this by:

• Understanding your business, your strategy and your clients’ needs
• Seamlessly integrating new services and products quickly and efficiently as your business needs and objectives evolve
• Being accountable to and responsible for your firm’s objectives

Superior client service

The experience that we deliver to clients separates us from other service providers. 

Your SEI strategic relationship manager ensures all of your service touch points meet or exceed your expectations. That kind of accountability requires:

• Understanding of your business – and where you want to take it
• Working with key members of your team to establish goals and standards for the relationship
• Establishing and executing a joint business plan
• Mobilizing all of SEI’s resources and partners for your benefit
• Serving as a point of escalation for the resolution of any service-related issue
• Measuring the results of our efforts and your satisfaction

A flexible, innovative model

SEI’s technology roots run deep. Our long history of developing innovative technologies includes investing significant capital on research and development to improve your efficiencies through:

• Straight-through processing platforms
• Workflow capabilities and document imaging
• Dashboard technologies
• Customizable technology solutions that integrate with your current systems

Compliance and risk mitigation

Your investors are demanding increased process controls and transparency to mitigate risk. We adhere to strict business and process controls to minimize your exposure:

• Internal audits
• SAS 70-type II reports
• Detailed business continuity and disaster recovery plans

And we offer all investment manager clients access to our ComplianceAdvantage Program. 

Thought Leadership

Developing and implementing winning business strategies is critical in this environment of change and uncertainty. We provide our partners with expert, forward-looking analysis of critical business questions through the SEI Knowledge Partnership.

This ongoing stream of action-oriented business intelligence and direction-setting insights help you:

• Craft winning business strategies
• Implement best practices
• Act on emerging issues