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OCIO Comparison Kit

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OCIO RFP Checklist

OCIO RFP Checklist

Simplify your search. Follow our checklist for a thorough (and less painful) evaluation.

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Evaluation tools and best practices for a smooth asset management review

Resources and tips on ways to simplify an often cumbersome process.

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Evaluation tools and best practices for a smooth asset management review

Resources and tips on ways to simplify an often cumbersome process.

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Changes in the OCIO Landscape

A conversation with SEI's Michael Cagnina, Senior Vice President

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The Search for an OCIO

Hear from two executives who successfully hired an OCIO to align with their existing governance structure.

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Weighing factors in OCIO fees

Watch to learn what quantitative and qualitative factors you’ll want to weigh during your review.

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Considering total fees

When evaluating OCIOs, consider the total fees. What is the total cost of partnering with an OCIO?

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OCIO fees

Fee transparency is critical; read why the all-in fee is what matters most.

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Get to know SEI

Our approach to clients stand out. Meet our people & understand our commitment to building a diverse culture.

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Inclusion

We are dedicated to diversity, equity & inclusion. And it shows. We're proud to be named a Diversity Champion.

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