SEI Helps banks and trust institutions manage and process investments for their clients.

SEI helps banks and private wealth institutions better serve their clients and improve their business success by providing investment processing solutions for the entire spectrum of wealth management processes, including:

• Investment Management
• Securities Trading
• Global Investment processing
• Investment Accounting
• Mutual and Pooled Fund Accounting.

Banks that outsource software and computer processing services use SEI's "application services" solution. Other banks now completely outsource their trust and investment operations and use SEI's "business services" solutions. These banks rely on our investment processing technology and entrust us with the actual management and processing of client transactions - often called the "back-office" operations.

By relying on our expertise, these banks and trust institutions can improve the quality of services, reduce risk, and achieve operational efficiencies.

SEI Helps independent investment advisors manage wealth for their affluent and institutional investors with financial asset management programs.

SEI enables independent financial advisors to serve affluent investors by offering comprehensive investment, asset management, and wealth advisory services. We also provide a comprehensive platform for operating an advisory business, starting with SEI financial asset management programs and investment processing services.

We help advisors manage and grow their businesses by giving them access to our marketing support programs, business assessment assistance and recommended investment management services practices. By working with SEI, investment advisors can both meet the significant opportunities presented by this market and improve their business success.

SEI provides investment and fund processing services to investment managers supporting a full range of investment products including mutual funds, hedge funds, private equity funds and separately managed accounts.

SEI provides investment processing and fund processing services to help money managers better operate their business, liberating them to focus on what they do best — investment management.

SEI supports a full range of investment products including mutual funds, hedge funds, and private equity funds. Investment managers and their investors can benefit from SEI capabilities which integrate fund accounting, fund administration, investor services and into one total operational outsourcing solution.

A "manager dashboard" also helps managers oversee their business by creating a single consolidated view of critical decision-making information.

SEI also supports the operations for separately-managed account offerings, one of the fastest growing products in the financial services marketplace. The popularity of separately-managed accounts gives managers an immediate opportunity to grow their assets under management. We enable them to participate more effectively in these programs by taking responsibility for the administration and processing of these accounts.

SEI provides integrated financial asset management and administrative solutions to companies retirement plans, not-for-profit organizations and other institutional investors.

We differ from other financial asset management companies or pension consultants in that SEI helps companies and other retirement plan sponsors manage their entire employee retirement program. SEI offers comprehensive customized financial asset management solutions for companies that integrate pension finance and corporate finance. These solutions enable retirement plan sponsors to manage their pension plans with a better understanding of their impact on the overall financial health of the organization. SEI financial asset management expertise lies at the heart of these solutions.

SEI asset management & allocation strategies offer globally diversified portfolios of investments. We serve as the 'Manager-of-Managers,' selecting style-specific investment managers as sub-advisors to manage these investment portfolios. Monitoring the performance of our managers, we hold them accountable for both investment style continuity and performance.

For endowments and foundations, SEI offers financial asset management programs, trust services and donor administration programs, all designed to help these charitable organizations forge stronger relationships with their donors and grow their assets.

SEI also offers financial asset management programs built around our Manager-of-Manager investment philosophy to institutional investors and companies in Europe, South Africa, East Asia, and other global markets.