2021 Outsourced-Chief Investment Officer Survey

Provider Profiles


SEI Investments

Profile  
Business Model/Type§ OCIO + other
Year Entered Into OCIO Business 1983
No. of Relationship Managers/Salespeople 68
No. of OCIO Portfolio Managers 24
OCIO % of Total Firm Revenue 100%
No. of Clients, Full Discretion 505
Full Discretionary Assets  
Total Full Discretionary OCIO Assets $97.2B
Discretionary Assets by Fund Type  
Defined Benefit $54.9B
401(k), 403(b), Other DC $8B
Endowments/Foundation $13.2B
Health Care $18.6B
Other $2.5B
Portfolio Construction

SEI Investments implements customized solutions leveraging their capabilities and infrastructure across technology and asset management. SEI employs a multi-manager, open architecture framework to create diversified, customized asset allocations for clients based on their unique investment objectives and risk tolerance. They perform scenario analysis, financial modeling and risk assessment to determine the optimal asset allocation and implementation.
They perform all services in house, giving their clients the benefit of better oversight, risk management and transparency. By combining technology and asset management, they can offer clients a comprehensive solution inclusive of back and middle office services to help them efficiently manage complex portfolios.

§ OCIO only: Open-architecture (no proprietary products used): Investment outsourcing is only business line.
OCIO + other: An open-architecture/manager-of-manager investment outsourcing platform as one of multiple business lines. 
Implemented consulting: i.e. consulting firm that also has discretion over assigned assets. 
Proprietary/non-proprietary: An investment outsourcing platform that offers proprietary products alongside non-proprietary products. 
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