Firm profile
SEI Institutional Group
SEI Institutional Group is an outsourced CIO firm based in Oaks, PA.
Updated . Rechecked quarterly; next check .
- Entity type
- OCIO
- Headquarters
- Oaks, PA
- Website
- seic.com
- Source
- Firm-reported
About SEI Institutional Group
SEI describes itself as a global financial services and technology company that provides investment management, wealth management, and technology solutions to institutional investors, financial advisors, banks, and wealth managers, with its OCIO style offerings delivered through this broader platform.[Firm website]
The firm's own recent communications emphasize technology and artificial intelligence tools intended to improve investment manager efficiency and to unify data access, transparency, and operational scale for its institutional clients, reflecting a technology forward positioning within its investment offering.[Firm website]
- Focus
- Technology-driven OCIO provider with integrated investment management and operational platform
Other firms on RIA Firms in the United States
| Firm | Kind | Headquarters |
|---|---|---|
| Hirtle & Co. (formerly Hirtle Callaghan) | OCIO | West Conshohocken, PA |
| Northern Trust Asset Management OCIO | OCIO | Chicago, IL |
SEI Institutional Group is on RIA Firms in the United States (135 firms, updated ).
Scope and method
- What is shown
- The facts on SEI Institutional Group's row of our directory lists: its kind, its headquarters, its founding year and website where the row gives them, the figure with its date, and the description.
- The figures
- Each figure carries its date. A figure from a public filing links that filing; a figure the firm reports itself is marked firm-reported.
- Sources
- Reported by the firm and the firm's own website, seic.com.
- Checked
Compiled by Praxis Rock Advisors. Reuse of our descriptions needs permission.