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Outsourced Investment Management (OCIO)

From timely asset allocation and manager decisions, to professional advice and economies of scale, OCIO brings efficiencies that you simply can’t achieve on your own.

Delegated investment models provide institutional investors with the resources, potential cost savings, governance, technology and proactive ideas that strive to improve focus and overall results. That’s why more and more of you are embracing the OCIO investment outsourcing model. A good OCIO customizes the investment implementation based on your preferred governance structure.

But not all OCIOs are alike. 

We're an extension of your team, complementing your existing best practices.

200+ clients have been with us for 10+ years. (as of 3/31/18)

We’ve been delivering investment outsourcing solutions since 1992. That expertise allows us to deliver an established program, tailored to your needs. We act as an extension of your team to complement your existing best practices and governance structure.

Here’s what stands out:

  • Track record – With 25+ years of experience as a dedicated OCIO, we have $92.6B in institutional assets (as of 3/31/2018) and make investment decisions for our 475+ clients
  • Flexibility – You want control of your governance structure and the level of discretion your OCIO provides. We customize our implementation to meet those needs. 
Knowledge Center Next-generation OCIO: Newcomers Have Some Catching Up to Do In a crowded marketplace with many new providers and start-ups, did you get the OCIO you signed up for?
  • Significant resources – We have a team of 300+ dedicated market and investment professionals, and we continue to re-invest in the right people, processes and technologies to help you succeed.
  • Proactive advice and nimble decision making – Advanced technology allows you to test the potential outcome of investment decisions. Changes can be executed quickly and efficiently when needed, in an effort to capture market opportunities.
$92.6B institutional assets under management as of 3/31/18
  • Leading institutional managers – Our exacting, step-by-step process helps us find the best managers for each asset class. We identify areas of opportunity, inefficiency and diversified sources of return, bringing you maximum diversification with complete transparency.
  • Reduced fee potential – You leverage our scale (and companywide assets of $335B, as of 3/31/2018) to access leading institutional investment managers at potentially reduced fees.

You gain a proactive, strategic partner who brings you ideas, broad diversification, access to leading specialist/emerging managers and rigorous monitoring through our multi-manager investment implementation. The best part? We understand your organization and look for investment opportunities that make sense for you, while quantifying risks across your entire portfolio.

Investigating Your Options?

Helpful resources and tools for a smooth review process.

Evaluation Tools

An OCIO Search Experience

An executive's perspective to a smooth OCIO search process

Review the Steps

The nuts and bolts of an OCIO

As the OCIO model continues to gain popularity among institutional investors, it’s important to find out the unique benefits an experienced OCIO like us brings to clients. The right OCIO should complement the existing infrastructure and expertise by allowing them to focus on other strategic goals. Hear why one organization made the change to OCIO:

The Nuts and Bolts of an OCIO

Legal Note

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

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