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The intersection of investments and technology.

Your investing challenges are unique. Whether you’re looking to outsource investment management or delegate specific tasks, we have the technology, expertise, and resources to support your team’s success.

technology & operations investment management OCIOPlatform UnbundledOCIO institutions with limited in-house resources institutions with a team of in-house resources

Outsourced investing (OCIO)

Access scale and flexibility. Make confident decisions.

  • Discretionary investment management for institutions who can benefit from additional expertise, infrastructure, and enhanced governance
  • Risk-focused implementation with goals-based advice, a flexible suite of public and private investment offerings, and favorable fees
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Alternative products and investment structures

Diversify your portfolio. Manage operational complexities.

  • Long-tenured, experienced team provides access to a strong manager network and rigorous, independent due diligence.
  • Ability to create custom strategies that meet the diversification mix and risk tolerance that you desire.
  • Capabilities and resources to properly source and report on alternative strategies with full transparency.
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Connecting the financial services industry to change the way institutions invest.

Our clients receive tailored attention from a dedicated SEI team. And, while our resume evolves to meet the changing needs of our clients, some goals always remain the same, like saving clients time, improving outcomes, and reducing workflow errors.

$476B

AUM

8

of the top 20 U.S. banks as clients

43

of the top 100 investment managers worldwide are clients*

30+ year

track record of managing institutional assets through various market cycles

315+

technical and investment professionals focused on understanding your needs

420

institutional partners with custom investment portfolios built to achieve your goals

*Based on Pensions & Investments’ “Largest Money Managers” 2023 ranking. Data as of Dec. 31, 2024.

Whether this is your first time hearing about SEI, or you're looking for tools to help you find the right provider, we're here to help.

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