.afcls-3{fill-rule:evenodd}.bycls-1{fill:none} Our solutions Who we serve Insights Investor relations Discover SEI Search US - English Philosophy and Process A comprehensive view of investment products, managers and asset classes, transcending the traditional focus on index funds versus active managers, and providing a dedicated focus on investor goals what we do investment management 50 YEARS serving the financial services industry The strength of our global approach is rooted in active asset management — guided by skilled manager research, driven by asset allocation and monitored by independent, in-house risk management. We tailor our solutions to specific investment objectives. Our approach is meant to help you leverage opportunities, manage investment risk and achieve more consistent returns. In fact, we are a goals-based investing pioneer, with one of the longest histories of goals-based strategies in the US and the UK. To help meet investor objectives, our dedicated teams: Create custom, flexible solutions with varying levels of discretion Build diversified solutions designed to help achieve specific goals Hire managers with different disciplines and provide a broad selection of asset classes and asset allocation models All this is meant to help you leverage opportunities, manage investment risk and achieve more consistent returns. Legal Note This material is not intended to be a forecast of future events, a guarantee of future results and should not be relied upon by the reader as research or investment advice. It is intended for educational purposes only and is provided by SEI Investments Management Corporation (SIMC), a registered investment adviser and wholly owned subsidiary of SEI Investments Company. MORE IN PHILOSOPHY AND PROCESS Active Asset Allocation Setting boundaries for risk exposure and return potential Active Investment Manager Selection Specialist managers, nimble decision-making Active Portfolio Construction and Management Seeking to maximize risk-adjusted rates of return through diversification Active Portfolio Design A multi-dimensional approach to portfolio construction, rooted in exhaustive research Active Risk Management Independent oversight, daily monitoring Goals-based Investing Organizing resources against goals Share on Linkedin Share on Facebook Share on Twitter Share via Email Print this page OUR SOLUTIONS Innovations for the wealth management industry. Rapid industry changes require next-generation investment infrastructure platforms, solutions and services. Enhanced Chief Investment Officer (ECIO) Solutions for Institutional Investment Teams Enhanced CIO Solutions for Institutional Investment Offices IT Services for Today's Modern Businesses Cybersecurity, hosting, and network operations services to optimize and protect your business Enterprise Wealth Management Services for Private Banking Organizations A comprehensive, global, scalable unified platform for wealth management Customized Investment Solutions for Home Offices & Advisors Our investment products on your platform Flexible Outsourced Business Solutions for Independent Advisors For advisors building a fee-based business Outsourced Investment Management (OCIO) for Institutional Investors Helping institutions improve strategic focus and gain efficiencies WHO WE SERVE Addressing your complex needs for 4 decades We help our clients absorb change, stay relevant and deliver outstanding client experiences. Broker Dealer Home Offices Custom investment solutions or a complete technology platform Defined Benefit Plan Sponsors Custom pension strategies that help manage investment risks and are designed to maximize market opportunities Defined Contribution Plan Sponsors Maintain strategic control of your DC plan, while limiting your fiduciary liability Government and Municipalities We'll help you manage your pension plan, integrating historically disconnected processes Hospitals and Healthcare Systems We’re your fiduciary strategic partner, creating custom investment portfolios for each of your asset pools Independent Financial Advisors Flexible outsourced business solutions for independent advisors Investment Committees Tools and resources to improve efficiencies and governance; key factors to achieving your mission Nonprofits Nonprofit investment professionals and established investment infrastructure designed to help you maximize return and achieve your expected rate of return Unions and Taft-Hartley Plans A comprehensive, established approach to managing your pension, with a laser focus on your funding levels Wealth Managers Your business should be able to run and grow at the same time 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. 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