What differentiates us from other manager research service providers? Our level of professionalism, depth of quality insights and intellectual curiosity, for starters.
But don't take our word for it. Here's some feedback we've received from portfolio and client relationship managers who consume our research. The following is a subset of positive feedback received from investment managers who have participated in SEI’s manager due diligence process.
“I wanted to touch base with you as we were going through the SEI meeting debrief on our end, and the investment team was incredibly complimentary of your approach and questions. We have been doing this a long time, and you still brought up some questions we have not gotten before—and that is after thousands of due diligence meetings!”
-- Partner and head of marketing for an equity-focused boutique based in Atlanta
“In my 13 years, I have never participated in a more diligent, thorough, thoughtful, and in-depth due diligence process or analyst who drove the process. Your ‘clients’ are fortunate you are advocating on their behalf.”
-- Relationship manager at a NY-based, employee-owned boutique, US large cap
"Over the past seven years, SEI has truly been a pleasure to work with at all levels. We sincerely appreciate the opportunity to work closely with you."
-- CEO of a Toronto-based employee-owned boutique, US small cap
“You asked a couple of questions we have never been asked and framed a number of questions in a much more meaningful way than we have heard in the past…great job!”
-- Relationship manager at a NY-based, employee-owned boutique, US small cap
“We really do appreciate our relationship with you and have always been impressed with the thoroughness of your due diligence effort and your ability to understand the strategy.”
-- Portfolio Manager at a San Francisco-based, employee-owned boutique, US small cap
“It is rare to meet someone as well prepared as you, and speaking for the entire team, we very much enjoyed our conversations. I strongly feel that we uncovered all the important aspects.”
-- Portfolio Manager at a London-based public asset manager, emerging markets equity
“The questions you have been asking and the analysis you have been doing make it clear to me that SEI would be a great long-term partner for our investment team. The rigor and the focus of your work have been reassuring to me because I want this to be a very long-term partnership.”
-- Portfolio Manager at a NY-based public asset manager, emerging markets equity
“Our Fixed Income colleagues really appreciated the generosity of your time and were totally energized by the stream of great questions you had throughout the afternoon sessions.”
-- Institutional client advisor at Atlanta-based public asset manager, US short duration and securitized debt
“I am very impressed at the depth of planning and preparation your team undertakes.”
-- Relationship Manager at a Montreal-based public asset manager, global equity
“You guys have turned over every rock and understand this team and this strategy thoroughly.”
Relationship manager at NY-based public asset manager, international equity
This page represents a subset of positive feedback received from investment managers who have participated in SEI’s manager due diligence process and is not representative of all feedback received from managers. SEI may hire these managers for services, for which they will receive compensation. It is not known whether the listed investment managers were actually hired or are currently engaged by SEI for services. Feedback is unsolicited.
Information provided by SEI Investments Management Corporation (SIMC), a wholly owned subsidiary of SEI Investments Company.