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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 $92.6 billion in assets under management*, 30 years of experience researching investment managers, and 25 years as a fiduciary. But that’s just part of the story. Our clients delegate varying levels of discretion because we implement a model that fits your desired governance structure.

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

Legal Note

* As of 3/31/2018.

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

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