Addressing your complex needs for 50 years
We help our clients absorb change, stay relevant and deliver outstanding client experiences.
Institutional Investors Holistic investment management that can help you meet financial objectives, reduce business risk and fulfill your due diligence requirements
Wealth Management Firms, Financial Advisors and Their Clients Providing investment strategies with the unique goals of individuals in mind
Innovations for the wealth management industry
Rapid industry changes require next-generation solutions and services.
Strategic Investment Solutions Diversified portfolios with constant risk management
Outsourced Investment Management (OCIO) Timely asset allocation and manager decisions, and professional advice
Goals-based Investment Solutions A client process that shifts the focus to what really matters: achieving personal goals
We deliver wealth management and business process solutions to the investment industry.
Our deep domain knowledge enables us to deliver comprehensive solutions.
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.
Value Stocks: Why We Still Own Them Our research shows that value outperforms broad equity markets over the long term
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
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
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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Find out what we've done and where we're headed.
SEI Canada Makes Changes to Several Funds Company to Close Class Units and Change One Fund Name
SEI Expands Relationship with BMO Financial Group SEI Strengthens Global Footprint with New Strategic Partnership in Asia
SEI Establishes Exclusive Agreement with Inovea Group SEI Expands Global Footprint an Introduces Goals-based Investing in France