Institutional investors
Outsourced chief investment officer (OCIO).
Helping institutions improve outcomes in the face of complex markets.
An OCIO supports your financial goals by helping to reduce costs, improve governance, and minimize distractions.
Well-respected institutions are moving to the OCIO model because outsourcing investments can provide tangible benefits, such as increased resources and expertise, lower fees, access to alternative investments, and improved performance.
96% of clients are likely to recommend SEI to another colleague or firm.*
Choose the SEI difference.
While basic OCIO services can seem similar, it's important to dig deeper. Your institution's OCIO experience can vary significantly. We are one of the first and largest OCIOs with a history of dedication to our clients.
Track record of driving results
We consistently guide clients through challenging market environments, providing them with critical insights and taking decisive action when market events demand it.
High-touch client experience
Our high-touch approach consistently earns us top grades from our clients.* Our seasoned portfolio managers work in lockstep with your staff and committee to help achieve financial goals. They bring proactive investment ideas and perspectives along with technology and operational capabilities.
Range of investments with open architecture
Our team accesses a broad range of investment options to meet your portfolio goals. They're supported by over 100 investment professionals who conduct independent manager research and offer specialist investment capabilities.
Transparent pricing with benefits of scale
We believe in transparent, fair pricing. By leveraging our network, technology, and significant assets under management, we can bring favorable investment fees across your portfolio. Our OCIO fee includes additional services that many other programs can't offer.
Stable, committed strategic partner.
We're a financially stable company dedicated to providing the best value for our OCIO partners. Unlike many competitors, we're singularly focused on delivering OCIO solutions to Institutional Investors, and we continue to innovate and invest in the right people, technology, and processes. This commitment is especially important as the OCIO landscape undergoes consolidation.
30+
Years as an OCIO
315
investment professionals
68%
are 10-year+ clients
Customized approach.
Learn how we customize our OCIO solution to meet your organization's needs.
OCIO and investment insights.
*Results from SEI’s 2023 Institutional Client Satisfaction Survey of 1,250 North American contacts from all SEI clients as of June 1, 2021. There were 252 responses collected from June 28 through August 9, 2023. Clients were not compensated for participating in the survey.
Pensions & Investments, July 2024. SEI ranked as a largest manager of outsourced assets based on worldwide institutional outsourced assets under management with full/partial discretion and a largest manager of full discretionary assets based on worldwide institutional outsourced assets under management.
SEI statistics as of March 31, 2025.
Services provided by SEI Investments Management Corporation, a federally registered investment advisor and wholly owned subsidiary of SEI Investments Company (SEI).