Who We Serve
Addressing your complex needs for 50 years
We help our clients absorb change, stay relevant and deliver outstanding client experiences.
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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Inflation risks have started to come into focus Inflation risks have started to come into focus
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Monthly Market Commentary: Selloff Scare Hits Markets Everywhere Capital markets almost universally posted dismal performance in October
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Emerging-Market Tech Stocks Upstage FAANGs The influence of technology stocks in today’s emerging market indexes partly reflects the importance of technology companies in the economic growth of Asian countries.
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.
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Vivian Salonga Leads the team who oversees all compliance-related functions within the Canadian business -
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Rachel Volynsky, CFA Educates and consults with clients to find a comfortable portfolio construction within our alpha source framework. -
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James Solloway Responsible for strategic and active asset allocation research
News
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Get caught up
Find out what we've done and where we're headed.
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SEI Establishes Exclusive Agreement with Inovea Group SEI Expands Global Footprint an Introduces Goals-based Investing in France
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SEI Funds Recognized for Award-Winning Performance in 2018 SEI’s Moderate Fund Honoured for Second Consecutive Year
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SEI Names Lucy Paglione Senior Client Portfolio Manager in Canada Appointment Supports SEI’s Strong Growth in Global Markets