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Institutional Investors

We've spent more than 25 years refining our OCIO program, but one thing has remained constant: our dedication to a personalized client experience and helping clients achieve their goals.

We have $94.5 billion in assets under management*, 30 years of experience researching investment managers, and 25 years as a fiduciary for our clients' investment decisions. But that’s just part of the story. 

Our wide range of experience continues to set us apart in the outsourced CIO (OCIO) marketplace.

Legal Note

* As of 12/31/2017.

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

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