Resources for AGB Conference by SEI

Our commitment to higher education

An OCIO with tenure and expertise in the higher education space can contribute to long term success.

We understand the unique needs of educational institutions and offer investment strategies that support the overall organization.

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Spending policy is the biggest driver of a portfolio's return objective and the amount of risk to take.

A status report of the current landscape.

Investing in your students' success.

OCIO Solution

The right OCIO can provide efficiencies that institutional investors simply can’t achieve on their own.

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

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

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

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

Quantitative and qualitative factors to consider in the total OCIO cost.

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

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Technology and investment solutions to help institutional investment teams improve efficiency and potentially reduce risk.

A powerful combination to help achieve your portfolio goals.

Top 10 criteria for evaluating OCIO providers

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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Investment and technology solutions optimized to meet the needs of your investment portfolio.

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

We help you align your investments with your core values without sacrificing access to quality investments or your goals.