.afcls-3{fill-rule:evenodd}.bycls-1{fill:none} Our solutions Who we serve Insights Investor relations Discover SEI Search US - English Institutional Investors Custom investment and operational solutions tailored to each clients’ unique needs and goals. Request an information kit Initiate RFP who we serve We provide technology and asset management services across the continuum of institutional investors ranging from those with internal investment operations to those that outsource investment implementation. Enhanced CIO Platform We support your investment team by combining the world’s leading portfolio intelligence tool — SEI Novus — with the industry’s most comprehensive investment processing, shadow accounting and data management capabilities. ENHANCED OCIO Outsourced CIO Platform (OCIO) Supports institutional investors looking to delegate investment management decisions through a flexible implementation model combining manager selection, replacement and oversight, risk management and customized goals-based asset allocation. OCIO Get to know us Play Video Legal Note *As of 6/30/2021. Information provided by SEI Investments Management Corporation (SIMC), a registered investment adviser and wholly owned subsidiary of SEI Investments Company. MORE IN INSTITUTIONAL INVESTORS 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 Ready to Find Your Next OCIO Provider? From comparing fees and performance to running a finals presentation, we've got you covered. LET'S GO Looking for ways to simplify your in-house investment office? 5 suggestions for increasing operational efficiency and helping to reduce risk. WHAT TO CONSIDER Share on Linkedin Share on Facebook Share on Twitter Share via Email Print this page OUR PEOPLE Our Institutional Experts Our team is focused on creating customized retirement, healthcare and nonprofit solutions. Charles Russo Leads analytics for SEI Novus, part of SEI’s Enhanced CIO platform Andrea Gentilini Managing Director, Head of SEI Novus, part of SEI’s Enhanced CIO platform Jennifer Podder Delivers ongoing strategic advisory services to institutional clients SEE ALL PEOPLE 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 Outsourced Investment Management (OCIO) for Institutional Investors Helping institutions improve strategic focus and gain efficiencies 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