Provider Profiles
SEI Investments
| Profile | |
| Business Model§ | OCIO + other |
| Year Entered Into OCIO Business | 1983 |
| No. of Relationship Managers/Salespeople | 68 |
| No. of OCIO Portfolio Managers | 23 |
| OCIO % of Total Firm Revenue | 100% |
| No. of Clients, Full Discretion | 490 |
| Full Discretionary Assets | |
| Total Full Discretionary OCIO Assets | $98.7b |
| Discretionary Assets by Fund Type | |
| Defined Benefit | $54.2b |
| 401(k), 403(b), Other DC | $8.1b |
| Endowments/Foundation | $14.7b |
| Healthcare Pools (Board designated, funded depreciation) | $19.4b |
| Other | $2.3b |
| 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 a 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. |