.afcls-3{fill-rule:evenodd}.bycls-1{fill:none} Our solutions Who we serve Insights Investor relations Discover SEI Search US - English Unions/Taft-Hartley Plans A comprehensive, established approach to managing your pension, with a laser focus on your funding levels Request Your Union Information Kit who we serve institutional investors We're one of the largest provider of OCIO services to Union Plans.* Governance processes, investment performance and funding levels are probably your top concerns. As one of the largest OCIO providers for multi-employer plans, with 35 multi-employer clients, representing $6.4 billion in AUM,* we understand your challenges and can help you achieve your plan goals, while saving you time and money. $6.4 BILLION Multi-employer plan assets under management (as of 9/30/2021) We take a comprehensive approach to pension management with established governance and a multi-manager investment process that can bring efficiencies through: Proactive advice and modeling to help you see the potential outcomes of key decisions Active discretionary management, which enables nimble changes designed to capture market opportunities Access to leading institutional investment managers at potentially favorable fees, due to our scale A dedicated team of Taft-Hartley client professionals to report on your plan progress against goals KNOWLEDGE CENTER How Current Legislation Could Impact Multiemployer Plans Facing Insolvency We weight the pros & cons of the Rehabilitation for Multiemployer Pensions Act of 2019 Your custom strategy includes: Ongoing goals-based advisory support with annual asset/liability studies Plan modeling Multi-level risk analysis and scenario testing Asset allocation recommendations based on our active view Tip the economies of scale in your favor Access highly capable managers at favorable costs. We offer significant resources, technology and a robust manager network, with the potential for significant fee advantages. THE OCIO ADVANTAGE Legal Note *Assets as of 9/30/21. Distinction of largest provider based on competitive research utilizing publicly available information as of 12/31/20. Largest based on number of multi-employer clients, and/or based on multi-employer client assets under management in SEI’s OCIO program for which SEI has discretion for money manager hiring and replacement decisions on behalf of those clients. Information provided by SEI Investments Management Corporation (SIMC), a registered investment adviser and wholly owned subsidiary of SEI Investments Company. Share on Linkedin Share on Facebook Share on Twitter Share via Email Print this page KNOWLEDGE CENTER The latest for Union Plans We keep you up to date with the issues and challenges you face every day. Commentaries Nov 05, 2021 Developed Markets Drive Equity Advance SEI Investment Management Unit Equities charged ahead around most of the world in October, erasing September’s dip Commentaries Nov 03, 2021 The Global Value-Stock Rally Turns 1 SEI Investment Management Unit Can it continue? Videos Oct 25, 2021 October 2021 Investment Outlook James Solloway Part two of our series on the economic and investment outlook. SEE ALL KNOWLEDGE CENTER POSTS Investor relations Help for clients Locations Fund documents COVID-19 update Contact us Careers Cookie policy Privacy policy Accessibility statement Inclusion policy Terms of use © 2021 SEI We use cookies to collect and analyze information on site performance and usage, and to enhance and customize content and advertising. By browsing our site or by clicking the OK button, you agree to the use of our cookies. To find out more or to change your cookie settings, visit our cookie policy page. OK