Pension Funds Adviser

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SEI Investments




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


020 3810 8000



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Services Offered

- 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, Rotterdam, Dublin, Toronto, Oaks, Chicago, Denver, Indianapolis, Malvern, New York City, San Francisco

Value of Funds Managed

£72.8 billion in institutional assets*

Number of Pension Fund Clients

475 globally*

Total Pensions Employees

Over 300 experts in corporate finance, pension finance, investment and actuarial work globally*

Company profile

SEI's Institutional Group is one of the first and largest global Fiduciary Managers and one of the UK's first Master Trust providers. With over 475 clients in 12 countries* our solutions are designed to help Defined Benefit and Defined Contribution schemes meet their investment goals, whilst improving outcomes for members.

*As at 30 September 2019

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