Buyer's Guide
SEI Institutional Group
Business Model/TypeOCIO + other
An open-architecture/manager-of-manager investment outsourcing platform as one of multiple business-lines.
| Year entered into OCIO business | 1983 |
| Number of relationship managers/sales people | 46 |
| Number of portfolio managers | 21 |
| OCIO percentage of total firm revenue | 100% of SEI’s Institutional Group revenue is represented by our OCIO business. SEI’s Institutional Group revenue represented 22% of SEI Investment Company’s 2016 total annual revenue. |
| AUM full discretion | $93.2B |
| Number of full discretionary clients | 525 client accounts |
Discretionary assets by fund type
| Defined Benefit | $62.72B |
| 401(k), 403(b), other DC | $6.248B |
| Endowments/Foundations | $10.53B |
| Health Care Pools* | $9.43B |
| Other | $4.245B |
| *Board designated, funded depreciation. | |