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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 Mar 14, 2019
SEI Report Reveals Myriad Private Debt Opportunities for Managers and Investors Asset Class Goes From Periphery to Prominence

Media Mention Mar 13, 2019
Nonprofit News: Florida School Reviewing IPS Following Hire of Outsourced CIO Will work with SEI to ensure current policy aligns with its risk tolerance

Press Release Mar 07, 2019
SEI Expands Relationship with BMO Financial Group SEI Strengthens Global Footprint with New Strategic Partnership in Asia
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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
Commentaries Mar 19, 2019
Asset Allocation: Strategic Versus Active Strategic and active allocation approaches are traditionally differentiated in terms of time horizon

Commentaries Mar 13, 2019
2019 Fixed-Income Manager Survey We polled fixed-income managers about their outlooks for 2019

Blog Posts Mar 13, 2019
The Rise of the Employee Value Proposition How leaders can reset the changing social contract between employee and employer at the team level
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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

Help for Clients
Investor Relations
Careers

About Us

Our Locations

You can find our offices around the world

United States Our corporate headquarters in Oaks, and our offices in Chicago, New York City, San Francisco, Denver, Indianapolis and Malvern
Canada Our Toronto office
Hong Kong SEI Investments (Asia) offers pre-packaged, bespoke and white labelled investment options that align with how you issue advice
Ireland Our Dublin office
India Our New Delhi office
The Netherlands Our Rotterdam office
South Africa Our Johannesburg office
United Kingdom Our London office

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