Areas of Expertise

  • Delivering specialized, strategic advice and investment management solutions
  • Defined benefit, healthcare, insurance and nonprofit advice

Kendra Kaake, CFA, ASA, ACIA, FRM, serves as Director of Investment Strategy in Canada where she is part of a team responsible for overseeing investment strategy development and advice for SEI's institutional clients. She partners with and provides ongoing support to the Client Portfolio Managers’ efforts in the development and delivery of specialized expertise, strategic advice and investment management solutions for institutional clients and prospects. She has extensive experience advising defined benefit, healthcare, insurance and nonprofit partners on all aspects of their investment programs, including governance, investment policy and strategy, asset allocation, risk management, asset class structure, manager selection and implementation.

Prior to joining SEI, Kendra spent nine years at Russell Investments as Director of Nonprofit OCIO Solutions and Director of Client Strategy & Research, where she provided advisory and investment management services to institutional clients in Canada and the US. Prior to Russell, she spent 10 years at Watson Wyatt which is now known as Willis Towers Watson. While at Watson Wyatt, Kendra consulted with clients in Canada, the US and Australia on a wide range of retirement issues.

Legal Note

Information provided by SEI Investments Canada Company, a wholly owned subsidiary of SEI Investments Company, is the investment fund manager and portfolio manager of the SEI Funds in Canada.