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Who We Serve
Alternative Asset Managers Managers of hedge funds, fund of hedge funds, and private equity

Banks and Wealth Management Firms Banks, independent trust companies, insurance companies and wealth management firms

Financial Advisors & Wealth Managers Independent advisors, broker-dealer home offices, and wealth managers

Individuals High-net-worth individuals and families and plan participants

Institutional Investors DB and DC plan sponsors, government, healthcare, nonprofits, and unions

Traditional Asset Managers Managers of collective investment trusts, ETFs, mutual funds, and separately managed accounts
Our Solutions
Enterprise Wealth Management Services for Private Banking Organizations A comprehensive, global, scalable platform for wealth management

Customized Investment Solutions for Home Offices & Advisors Our investment products on your platform

Flexible Outsourced Business Solutions for Independent Advisors For advisors building a fee-based business

Personal Wealth Management for High-net-worth Families Goals-based advice and management

Enterprise Operating Platform for Investment Managers Turn infrastructure into a competitive advantage

Outsourced Investment Management (OCIO) for Institutional Investors Helping institutions improve strategic focus and gain efficiencies
What We Do
InvestmentManagement

Investment solutions designed to help our clients -- and their clients -- reach their goals.

Discretionary Asset Management

Manager Research Services

Philosophy and Process

Practice Management

Strategies and Funds

InvestmentOperations

Improve your operational efficiencies and lower operational risk.

Fund Administration

Investment Operations Outsourcing

Regulatory Services

Wealth Management Operations Outsourcing

InvestmentProcessing

Deploy your capital more intelligently and drive efficiency throughout your business.

Bank and Wealth Management Technology

Independent Advisor Technology

Investment Manager Technologies
Newsroom
Press Release Feb 14, 2019
SEI Adds $1.1 Billion in New OCIO Assets in Fourth-Quarter 2018 Nine New Clients Represent Continued Market Demand for OCIO

Press Release Feb 07, 2019
SEI Establishes Exclusive Agreement with Inovea Group SEI Expands Global Footprint an Introduces Goals-based Investing in France

Press Release Jan 31, 2019
SEI Funds Recognized for Award-Winning Performance in 2018 SEI’s Moderate Fund Honoured for Second Consecutive Year
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About Us
Our Commitment to Innovation How we challenge traditional methods and conventional thinking

Celebrating 50 Years of SEI Video coverage: 50 years of creating next-generation solutions for our clients' enduring success

Corporate Profile Fundamentals about us, including our mission, business units, clients and assets under management

Our People Find out why our people are our most valuable assets

Our Locations You can find our offices around the world
Knowledge Center
Blog Posts Feb 20, 2019
The Power of a Fearless Voice Using our voices enables the exchange of fresh ideas and can help power growth.

Blog Posts Feb 12, 2019
HFMA Peer Review: Key Findings How SEI stands out as an OCIO for healthcare organizations

Whitepapers Feb 12, 2019
Seize Change It takes conviction and operational strength to lead the charge with new strategies and technology
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Case Studies
Innovative Usability Testing with Drexel University Improves End Client Portal Immersive testing with Drexel University pushed our new client portal design forward

The IdeaFarm: A Space for Creativity Investing in a stimulating space to nurture ideas and innovation pays off in many ways.

People leading the way How fully integrated change management maximizes your investment
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Webcasts & Events
Event October 21, 2019
GAIM Ops West Coast Meet our experts at the leading alternatives operations and compliance event in the U.S.

Event May 8, 2019
Morningstar Investment Conference Stop by our booth and get to know our team

Event May 1, 2019
ICI General Membership Meeting Visit our team of experts at booth 502
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Contact Us

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