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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 Aug 13, 2019
SEI Master Trust Gains Authorization from The Pensions Regulator Specialist Master Trust Provider Says Focus Must Now Return to Personalization of Outcomes and Quality of Investments

Press Release Aug 12, 2019
CIBC Selects SEI Wealth Platform to Power Growth Strategy SEI’s Unified Wealth Management Solution Supports CIBC’s Transformative Business Goals

Press Release Aug 09, 2019
SEI Canada Removes Hillsdale Investment Management Inc.’s Value Momentum Strategy from its Canadian Equity Fund SEI Investments Canada Company today announced the removal of Hillsdale Investment Management Inc.’s value momentum strategy from the Canadian Equity Fund
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About Us
Our Culture Our culture is a reflection of our core values

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 Aug 22, 2019
A Cautionary Tale for Public Pension Plans Considering a Move to DC Research takes a closer look at what seems like a logical fix

Blog Posts Aug 21, 2019
4 Ways to Stay Current Pick your passion and educate yourself in ways that work best for you

Blog Posts Aug 20, 2019
Why Nonprofit Investment Committees are Going to OCIO Valuable resources, advice and infrastructure can improve investment committee impact and efficiency
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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 July 16, 2019
Career Fair: Investment Manager Services Division Start your career in fund accounting, middle office operations or shared services

Webcast June 13, 2019
Top 5 CRM Functions You Might Be Ignoring Learn how you can work smarter, be more proactive and create a consistent client experience
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Contact Us

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About Us
Our Locations

Canada

SEI Canada Directions

Canada

130 King Street West
Suite 2810
P.O. Box 433
Toronto, ON M5X 1E3
Canada
1-855-734-1188

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