SEI Investments (Europe) Limited

SEI Investments (Europe) Limited

Address: 1st Floor
Alphabeta
14-18 Finsbury Square
London
EC2A 1BR
Telephone: +44 20 3810 8000
Website: seic.com/charities
Email: Click here to email SEI Investments (Europe) Limited



About us
SEI’s Institutional Group is one of the first and largest global providers of outsourced investment management services. The company delivers integrated solutions for pension schemes and charitable endowments to more than 485* institutional clients globally. Our solutions are designed to help clients meet financial objectives, reduce business risk and fulfil their due diligence requirements through implemented strategies for the management of endowments, foundations and board-designated funds.

SEI’s Outsourced Chief Investment Officer (OCIO) solution for charities
We have been a trusted partner of the non-profit sector since 1992 when we contracted with our first charity client. Since then we have grown to manage over £20 billion of assets on behalf of 184 charities globally*. Central to the success of our OCIO solution have been SEI’s scale and award-winning manager-of-managers approach. These enable our clients to benefit from customised and cost-effective investment strategies, fully aligned with their specific return and liquidity requirements.

Our clients benefit from:

Advice - We work with you to identify your long-term objectives.
Investment management - Our scale allows us to access specialist managers from around the globe.
Customisation - Our approach takes into account your specific objectives of risk, return and liquidity needs.
Risk management - We work with trustees to manage risk and preserve the ability to spend from their endowments.
ESG - Trustees receive an engagement and voting overlay service, delivered to ensure that companies respond to the expectations of shareholders, as well as other stakeholders.
Trustee training - This ensures the suitability of our recommendations and helps identify any knowledge gaps that exist amongst board members
A dedicated team - We attend meetings to review the investment strategy and performance of your portfolio and discuss any changes in circumstances or requirements.
Reporting - Our comprehensive reporting can be tailored to suits trustees’ specific need

Why OCIO with SEI

Scale and experience - With 25 years of experience and 485 institutional clients globally (including 184 charities), we are able to provide access to top managers and strategies from around the world. You also benefit from fee leverage through use of our broader assets under management (£260 billion) to negotiate down manager costs*.
Focus and accountability - Our UK team is dedicated to delivering investment solutions to more than 60 domestic institutional clients. Our heritage and expertise in providing outsourced investment solutions to large institutional investors can also help your charity evolve the investment strategy over time.
Open architecture - A crucial component to achieving your objectives is a diversified, risk-managed portfolio that is continuously monitored by experts who serve as an extension of your Committee. That's why it's so important to have a system not tied to the use of specific products or managers. As an adviser and multi-manager, we'll help you navigate the vast array of investment strategies, managers and products to build, monitor and manage the appropriate portfolio to meet your goals.

*As at 30 September 2018

Contact us

SEI offers an array of training options free of charge, including an initial customised analysis on your charity investment portfolio. To find out more, please call 020 3810 8000 to speak to:

Pradeep Kachhala, Regional Director (pkachhala@seic.com)

 

 

 

 

 

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