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Harnessing momentum in wealth: A view from SEI’s Chief Product Officer.

What it takes to modernize client experience while transaction volumes and expectations rise.

Technology and discretionary asset management services for institutional investors and investment teams of all types.

  • $76.1 billion

    Institutional AUM*

  • 89%

    Client Net Promoter Score**

  • 300+

    North American clients*

What we do.

An open-architecture approach tailored to client governance needs, designed to achieve goals.

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Outsourced CIO

Dedicated to our discretionary OCIO model for 30+ years, we bring a track record of results, high touch client experience, and clear competitive fees.

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Unbundled OCIO

A suite of customizable alternative and sustainable strategies rooted in deep investment research and expertise.

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Alternative investment solutions

We can help manage the decisions, risk, and operational complexities that come with alternative investing.

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Portfolio analytics

Flexible analytics and reporting with the power of total portfolio visibility using SEI Novus℠.

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Managed IT services

Comprehensive offerings that strengthen cybersecurity, enhance network operations, and scale cloud infrastructure.

Who we serve.

Serving a broad range of sophisticated institutional investors with our time-tested investment solutions.

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Nonprofit and healthcare organizations

We provide a dedicated team and custom approach to help nonprofits and healthcare organizations meet their goals. Learn why many of our nonprofit clients have been with us long term.

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Retirement plan sponsors.

Understanding the needs of retirement plans is our heritage. We focus on helping you meet business and financial goals in a complex environment.

Featured insights.

We’re here to help.

Our teams are solving problems, working with our clients and communities around the world.

Information provided by SEI Investments Management Corporation, a federally registered investment advisory and wholly owned subsidiary of SEI Investments Company.

*As of March 31, 2026.

**Client responses were collected from the 2025 SEI Corporate Net Promoter Score (NPS) survey. The survey was distributed to all 654 SEI North American Institutional clients with a tenure of 12 months or more, with data gathered from September 8 to September 30, 2025. A total of 227 clients responded to the survey. Net Promoter Score is calculated as the percentage of promoters (scores 9–10) minus the percentage of detractors (scores 0–6); neutral responses (7–8) are excluded. Clients were not compensated for their participation.