4
SEI Investment
Management Unit:
Deep and broad
resources.
Using the same sophisticated investment philosophy and process
developed to serve institutional investors, the SEI Investment Management
Unit prides itself on conducting research in an open, academic environment
that reflects SEI's entrepreneurial culture. Our global research and portfolio
management efforts include teams based in Oaks, Pennsylvania, London,
and Toronto.
• In a unit of more than 125 professionals, more than 45% are CFA
®
charterholders and/or hold advanced degrees
1
• $1.8 trillion in assets under management and administration
2
• 8 of the top 20 U.S. banks are clients
3
1
As of 9/30/25.
2
As of 9/30/25, through its subsidiaries and partnerships in which the company has a significant interest, SEI
manages, advises, or administers approximately $1.8 trillion in hedge, private equity, mutual fund, and pooled
or separately managed assets.
3
As of 9/30/25. Based on the American Bankers Association's "25 Largest Institutions by Fiduciary Assets" list
of FDIC regulated institutions, published as of Mar. 12, 2025.
