.afcls-3{fill-rule:evenodd}.bycls-1{fill:none} Our solutions Who we serve Insights Investor relations Discover SEI Search US - English Outsourced Investment Management (OCIO) From timely asset allocation and manager decisions, to professional advice and economies of scale, OCIO brings efficiencies that you simply can’t achieve on your own. Get an Info Kit Initiate RFP solutions Delegated investment models provide institutional investors with the resources, potential cost savings, governance, technology and proactive ideas that strive to improve focus and overall results. That’s why more and more of you are embracing the OCIO investment outsourcing model. A good OCIO customizes the investment implementation based on your preferred governance structure. Our experience prepares us. We’re proud that we welcomed our first OCIO client in 1992. They’re still with us today. We’ve guided our clients through various market environments and are set up exactly to handle times like today. KNOWLEDGE CENTER 5 Key Areas Your OCIO Should Excel. Hint: Can They Withstand a Market Downturn? How your OCIO reacts to market volatility makes all the difference But not all OCIOs are alike. We’ve been delivering investment outsourcing solutions since 1992. That expertise allows us to deliver an established program, tailored to your needs. We act as an extension of your team to complement your existing best practices and governance structure. Here’s what stands out: Track record – With 25+ years of experience as a dedicated OCIO, we have $100.1 B in institutional assets and make investment decisions for our 448 clients* Flexibility – You want control of your governance structure and the level of discretion your OCIO provides. We customize our implementation to meet those needs. 229 GLOBAL CLIENTS have been with us for 10+ years. (as of 9/30/21) Significant resources – We have a team of 300+ dedicated market and investment professionals, and we continue to re-invest in the right people, processes and technologies to help you succeed. Check out our investment committee portal for examples of tools and resources to improve efficiencies and governance; key factors to achieving your mission. Proactive advice and nimble decision making – Advanced technology allows you to test the potential outcome of investment decisions. Changes can be executed quickly and efficiently when needed, in an effort to capture market opportunities. $96.7 BILLION Institutional assets under management* Leading institutional managers – Our exacting, step-by-step process helps us find the best managers for each asset class. We identify areas of opportunity, inefficiency and diversified sources of return, bringing you maximum diversification with complete transparency. Reduced fee potential – You leverage our scale (and total assets of $384B*) to access leading institutional investment managers at potentially reduced fees. We're an extension of your team, complementing your existing best practices. You gain a proactive, strategic partner who brings you ideas, broad diversification, access to leading specialist/emerging managers and rigorous monitoring through our multi-manager investment implementation. The best part? We understand your organization and look for investment opportunities that make sense for you, while quantifying risks across your entire portfolio. Investigating Your Options? Helpful resources and tools for a smooth review process. EVALUATION TOOLS An OCIO Search Experience An executive's perspective to a smooth OCIO search process REVIEW THE STEPS The nuts and bolts of an OCIO As the OCIO model continues to gain popularity among institutional investors, it’s important to find out the unique benefits an experienced OCIO like us brings to clients. The right OCIO should complement the existing infrastructure and expertise by allowing them to focus on other strategic goals. Hear why one organization made the change to OCIO: Virtual Tour: A Remote Look at SEI Play Video MORE IN OUTSOURCED INVESTMENT MANAGEMENT (OCIO) FOR INSTITUTIONAL INVESTORS An Established Multi-Manager Approach to OCIO Leading managers, risk management, and investment specialists Build Your Own RFP Create an RFP that is meaningful to your organization using this tool OCIO Track Record We've been doing this a very long time OCIO Trends Infographic The latest on the OCIO trend and why institutional investors are choosing this model Legal Note *Assets as of 9/30/21 Top OCIO Provider at the Fund Intelligence 2017 and Fund Map 2018 Institutional Asset Management Awards as of November 2018. *Pensions & Investments, July, 2019. 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. Ready for the next step? Build your custom RFP with targeted questions. Develop your own Request for Proposal with topics that matter most to your organization. BUILD MY RFP Share on Linkedin Share on Facebook Share on Twitter Share via Email Print this page WHO WE SERVE More on the Markets we Serve We work with institutional investors across the industry. 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 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 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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