Pension Funds Adviser

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SEI Investments




1st Floor, Alphabeta Building 14-18 Finsbury Square, London EC2A 1BR




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Services Offered to Pension Funds

- Fiduciary Management
- Master Trust
- OCIO for Charities
- Strategic Advice
- Tactical asset allocation
- Portfolio modelling
- Manager research and selection
- Socially responsible investment (SRI) options
- Environmental social and governance (ESG) screening options
- Education and trustee training
- Administrative services
- Comprehensive reporting

Association Memberships

Pensions and Lifetime Savings Association (PLSA), The Institute and Faculty of Actuaries (IFoA), Association of Consulting Actuaries (ACA), The Society of Pension Professionals, CFA

Other Offices

Hong Kong, New Delhi, South Africa, Dublin, Toronto, Oaks, Chicago, Denver, Indianapolis, Malvern, New York City, San Francisco

Value of Funds Managed

£69.7 billion in institutional assets*

Total Employees

4000 *

Company profile

SEI's Institutional Group is a global Fiduciary Manager and one of the UK's first Master Trust providers. With over 460 clients in 12 countries* our solutions are designed to help Defined Benefit, Defined Contribution schemes, Charities and other institutional investors meet their investment goals, whilst improving outcomes for members.

*As at 30 September 2020

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