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Educational resources exclusively for AGB members

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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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What we do: OCIO

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

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

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Our commitment to higher education

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

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Higher Education Institutions

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

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Spending Policy Research 2023

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

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AGB and SEI Research Study 2022

A status report of the current landscape.

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Future Leaders in Finance: Faculty support

Investing in your students' success.

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What we do: OCIO

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

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OCIO fees

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

Read More
Considering total fees

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

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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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Comparing OCIO services

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

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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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Unbundled OCIO solutions

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

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SEI for Alternatives

A powerful combination to help achieve your portfolio goals.

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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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The intersection of investments and technology

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

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DEI at SEI

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

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Sustainable investing for institutional investors

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

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