Who We Serve
Addressing your complex needs for 50 years
We help our clients absorb change, stay relevant and deliver outstanding client experiences.
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Institutional Investors Holistic investment management that can help you meet financial objectives, reduce business risk and fulfill your due diligence requirements
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Wealth Management Firms, Financial Advisors and Their Clients Providing investment strategies with the unique goals of individuals in mind
Our Solutions
Innovations for the wealth management industry
Rapid industry changes require next-generation solutions and services.
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Strategic Investment Solutions Diversified portfolios with constant risk management
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Outsourced Investment Management (OCIO) Timely asset allocation and manager decisions, and professional advice
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Goals-based Investment Solutions A client process that shifts the focus to what really matters: achieving personal goals
What We Do
We deliver wealth management and business process solutions to the investment industry.
Our deep domain knowledge enables us to deliver comprehensive solutions.
Solutions to help our clients -- and their clients -- reach their goals
Knowledge Centre
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Your source for perspectives on industry challenges and opportunities.
From what’s now, to what’s new, to what’s next. Tap into the experience, talent and passion of our people.
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U.S. China Trade Tariffs Tax Markets The recent trade stalemate between the U.S. and China rattled investors, resulting in a modest stock-market decline
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Economic Outlook: Canada's Economy is Stuck in the Muck Canada’s economy ended 2018 on a sour note, with monthly GDP falling in November and December
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The U.S. Yield Curve Inverts, Will a Recession and Equity Bear Market Follow? The recent U.S. yield-curve inversion has investors worried
Our People
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We're invested in your success.
We strive to anticipate the future and bring it back to you -- to help you see, act and be successful in it.
News
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Get caught up
Find out what we've done and where we're headed.
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SEI Canada Makes Changes to Several Funds Company to Close Class Units and Change One Fund Name
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SEI Expands Relationship with BMO Financial Group SEI Strengthens Global Footprint with New Strategic Partnership in Asia
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SEI Establishes Exclusive Agreement with Inovea Group SEI Expands Global Footprint an Introduces Goals-based Investing in France