Areas of Expertise

  • Goals-based retirement strategy planning
  • Retirement plan design best practices
  • Asset/liability analysis

Mike Swann is a Client Portfolio Manager for our retirement plan clients. He is fully accountable for the services and resources provided through SEI's Institutional Group, where he designs investment strategies that meet specific organizational goals for institutional clients. As the primary relationship contact, Mike will attend meetings and present SEI’s market view and latest investment research. 

Mike is recognized as a retirement plan expert on the following topics: institutional multi-manager investments, investment menu simplification, custom white label funds and asset/liability analysis. He has presented at a variety of industry events and has been interviewed by media outlets, including Institutional Investor and PLANSPONSOR magazines. 

Legal Note

Information provided by SEI Investments Management Corporation (SIMC), a registered investment adviser and wholly owned subsidiary of SEI Investments Company.

Recent Articles from Mike Swann