SEI is broadening its offering to the institutional investor segment through services that provide custom, time-saving operational and investment management support. SEI’s Enhanced CIO leverages the firm’s industry leading capabilities around fund administration, development of investment operating platforms and non-fiduciary investment management services to help enhance institutional asset owners’ overall infrastructure.
“On a global basis, SEI’s track record and ability to provide this range of services is rare in the industry,” says Paul Klauder, Head of SEI’s Institutional Group and an Executive Vice President of SEI. “We can provide custom operational and reporting support, while also providing access to risk management tools, asset allocation analysis and manager due diligence reports. This type of comprehensive offering is not common and we believe there is no firm better positioned to offer this range of capabilities to institutional investors.”
SEI’s Enhanced CIO offering is for institutional investors that have made a strategic decision to insource investment management. Enhanced CIO is a suite of services from which institutional investors can choose resulting in a custom platform that can help improve operational due diligence, integrate reporting, meet regulatory and compliance requirements and solve other specific challenges their investment efforts face. These services can include aggregating and reconciling portfolio data, asset allocation studies, risk management, detailed manager due diligence reports and consolidating performance reporting across all asset classes. SEI’s Outsourced CIO (OCIO) offering continues to be recognised as an industry leading solution for those institutions that do not desire to have internal investment resources and infrastructure.
“Institutional investors that have decided to manage investments in-house still face significant operational and oversight challenges which SEI’s Enhanced CIO helps address and allows their staff to focus their attention on managing the portfolios,” says Kevin Matthews, Vice President, Strategic Growth Initiatives, SEI’s Institutional Group. “The end benefit is that in-house investment resources can leverage an infrastructure that can be more efficient, accurate, cost-effective and transparent.”
SEI has long standing track-record of providing these services to a wide-range of clients. The company provides investment management services to more than 470 institutional investors and fund administration and accounting services to more than 550 traditional and alternative asset managers, as well as sovereign wealth managers and family offices, representing over $30 trillion in assets (as of 30 June, 2020).