4 SEI Target Allocation Strategy Suite
SEI Investment
Management Unit:
Deep and broad
resources.
1
As of 6/30/25.
2
As of 6/30/25, through its subsidiaries and partnerships in which the company has a significant
interest, SEI manages, advises, or administers approximately $1.7 trillion in hedge, private equity,
mutual fund, and pooled or separately managed assets.
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
SEIʼs entrepreneurial culture. Our global research and portfolio management
efforts include teams based in Oaks, Pennsylvania, London, and Toronto.
• In a unit of more than 120 professionals, 60% are CFA
®
charterholders
and/or hold advanced degrees
1
• $1.7 trillion in assets under management and administration
2
• 8 of the top 20 U.S. banks are clients
1
SEI Target Allocation Strategy Suite 4
