Buyer's Guide
SEI Institutional Group
Business Model/TypeProp/non-prop
An investment outsourcing platform that offers proprietary products alongside non-proprietary products. 1
| Year entered into OCIO business | 1983 |
| Number of relationship managers/sales people | 49 |
| Number of portfolio managers | 18 |
| OCIO percentage of total firm revenue | 22% |
| AUM full discretion | $81.4B |
| Number of full discretionary clients | 517 |
Discretionary assets by fund type
| Defined Benefit | $56.4B |
| 401(k), 403(b), other DC | $4.9B |
| Endowments/Foundations | $8.4B |
| Health Care Pools* | $8.5B |
| Other | $3.2B |
| *Board designated, funded depreciation. | |