Defined benefit plans
As a pioneer in DB plan management, we helped bring the importance of the pension’s impact on the organization to the forefront.
Institutional investors
Retirement plan sponsors
Understanding the needs of retirement plans is our heritage. We focus on helping you meet business and financial goals in a complex environment.
Whether you are looking to outsource investments or are managing your portfolio with an internal team, we can help.
Outsourced CIO
Looking to gain strategic support and enhanced governance? As one of the largest discretionary investment managers, we have more than a 30-year track record of having discretion for large retirement plans and well-known institutional clients.
Unbundled OCIO
Looking to improve investment team effectiveness? We help retirement plan sponsors simplify key processes and solve the challenges so your investment program can operate at its best. As a large fund administrator and provider of investment services, we bring operational and reporting support, efficiencies and save you costs.
Defined benefit plans
Our focus is helping plan sponsors achieve goals. As a leader in the defined benefit (DB) space, we help bring the importance of the pension’s impact on the organization to the forefront, partnering with the PBGC to create a tool to help sponsors pre-experience the impact of pension changes.
Through our flexible discretionary solution, we bring the professionals, technology, and custom support to help achieve your goals.
Custom liability investing
Effective LDI can be the key to managing funded status volatility of the pension.
Taft-Hartley and public plans
We understand that governance processes, investment performance, and funding levels are likely among your top concerns. Our comprehensive, customized approach to pension management places an emphasis on governance—and a multi-manager investment process—to bring you increased efficiencies.
Our commitment to unions and Taft-Hartley plans
Ways we address your governance processes, investment performance, and funding levels.
Defined contribution plans
It’s important that you maintain strategic control while delegating day-to-day decisions. Our discretionary model can enable you to shift responsibility for investment decisions, while giving enhanced exposure to top managers and asset classes.
Target date funds
Put complex investment decisions in the hands of professionals.
White label strategies
A lineup that offers your participants additional diversification, designed for their demographics and behavior.
Ready for the next step?
Build your custom OCIO RFP with questions that zero in on topics that matter most to your organization.
Build my RFPInformation as of Dec. 31, 2023.
Information provided by SEI Investments Management Corporation (SIMC), a registered investment adviser and wholly owned subsidiary of SEI Investments Company.