Fiduciary Management

Helping pension schemes improve funding levels and lower volatility for over 20 years

SEI's Fiduciary Management and OCIO awardsThere are many complexities associated with investing plan assets. Whether you aim to grow, maintain your position, or de-risk, you are likely facing similar challenges – volatility, resource constraints and funding gaps.

Our Fiduciary Management solution is designed to help trustees and sponsors like you meet your funding objectives by supporting efficient investment decisions and providing timely, expert implementation techniques.

A dedicated, holistic approach to asset and liability management

In the Fiduciary Management model (also known as implemented consulting, delegated consulting or solvency management), we constantly keep the funding level in view through regular monitoring and reporting. When opportunities arise, you are equipped to move in line with the pre-defined goals of the scheme.

We aim to deliver:

  • The agility to execute timely asset allocation decisions
  • The time and freedom for trustees to focus on strategic issues
  • Transparent pricing and potential cost savings
50+ UK Fiduciary management clients

Proven track record

With a proven history of performance in bespoke fiduciary management, we are a specialist that’s accountable for achieving your goals. You benefit from our:

We’re one of the few fiduciary management specialists in the UK.

  • Focus: We have two solutions for UK pension schemes – Fiduciary Management and Master Trust
  • Experience: Leverage a 20-year heritage in fiduciary management globally and a 10-year history in Master Trust
Knowledge Centre What Do Our Institutional Clients Say About Us? Respected organisations globally have entrusted us with their pension management
  • Scale: Access an extensive team of more than 300 experts in corporate finance, pension finance, investment and actuarial work, managing over £71 billion of institutional assets globally.*

We’re one of the few providers in the UK who are fiduciary management specialists. Find out how we can help you navigate the complexities of pension scheme management.

Legal Note

*Information relates to SEI’s Institutional group as at Sept 30, 2018.

A Specialist Provider

We eclipse the competition though a combination of strengths unique to the Fiduciary Management marketplace and critical to pension scheme success.

Download "Funding Level Management: SEI's Solutions for Defined Benefit Schemes."

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