As DC plan sponsors and investment committee members, you need to provide your participants with the best investment options available. That’s not always easy, especially when a spotlight is focused on the lack of retirement readiness and fee litigation.
In order to gain additional resources and expertise in managing the investment lineup, many DC sponsors are adopting a discretionary investment management approach. You maintain strategic control of the plan and lineup, but delegate day-to-day investment decisions to limit your fiduciary liability.
That’s where we come in.
As one of the largest discretionary investment managers, we have a 25-year track record of taking discretion for large retirement plans and well-known institutional clients. In fact, we've added more than $2 billion in new DC assets since the beginning of 2016.
The discretionary model actually shields you against fiduciary liability, reducing the list of your responsibilities. And because we use a multi-manager discretionary model, you get enhanced exposure to top managers and asset classes with potential cost advantages over most retail fund options.
Our custom multi-manager white label strategies and target date strategies feature:
- A simplified – yet more diversified than a single manager – core lineup
- Custom target date funds with liability matching and advanced risk management
- Broadly diversified funds containing sophisticated asset classes and leading institutional managers
- Custom fund structures, including CITs
- Timely manager changes without committee intervention or participant blackouts/notification
Flexible and diverse
The world of DC plan management continues to change, you want to make the right changes to better support your participants in achieving their goals.
Together with you, we can build a plan lineup that creates a flexible, diverse model offering with increased fiduciary risk protection for you and risk mitigation for them.
Top OCIO Provider at the Fund Intelligence 2017 and Fund Map 2018 Institutional Asset Management Awards as of November 2018. *Pensions & Investments, July, 2018. SEI ranked as a largest outsourcer based on worldwide institutional outsourced assets under management.
Information provided by SEI Investments Management Corporation (SIMC), a registered investment adviser and wholly owned subsidiary of SEI Investments Company.
Improve your strategic focus
We act as an extension of your staff, providing expert advice, timely manager changes, risk monitoring and goals-focused reporting.How we're different
Need help finding the right provider?
Our build your own RFP tool can help guide your process -- because you can't find the right investment provider if you don't know what questions to ask.Build my RFP