Buyer's Guide
SEI Institutional Group
Business Model/TypeProprietary/non-proprietary
An investment outsourcing platform that offers proprietary products alongside non-proprietary products.
| Year entered into OCIO business | 1983 |
| Number of relationship managers/sales people | 50 |
| Number of portfolio managers | 18 |
| OCIO percentage of total firm revenue | 22% |
| AUM full discretion | $73.6B |
| Number of full discretionary clients | 507 |
| Minimum OCIO mandate | $25M |
Number of Full Discretionary Clients by Region
| United States | 390 |
| Canada | 42 |
| UK/Europe | 52 |
| Other | 23 |