Are you getting the most from your OCIO?
Some offer extra support to help meet your goals, at little to no additional cost. That’s why comparing providers based on YOUR needs is critical.
The OCIO model grew quickly, causing many new providers to launch their own version of OCIO. There is a tremendous difference in what each OCIO can provide.
Click to explore:
Items to look for when comparing OCIOs
Use our matrix to compare providers and make sure you are getting the most from your OCIO.
Get our OCIO comparison matrix
Download now
As a leader in the space since 1992, we have the people, resources, and experience to fuel our clients' success. Learn about our full suite of OCIO services.
Leading the way
Learn more about SEI
Contact Us
Click to scroll
Can the OCIO implement a variety of approaches, including exclusionary screening, Environmental, Social and Governance (ESG) Integration and impact investing?
Do they offer separate accounts for maximum customization and broad manager access?
It is important that each investment manager in your portfolio demonstrates a commitment to your values.
Does the OCIO gather statistics to ensure manager policies line up with how they execute sustainable investing?
Separately managed accounts creation
Customer Support & Partnership Services
Committee Governance Support
Donor Marketing Support
Built-in Operational Support
Custom Responsible Investing Strategy
Your OCIO should have dedicated responsible investing experts to guide you through the process from A to Z.
They should understand your values, offer options for the best implementation and create the roadmap for your responsible investing portfolio.
Get your OCIO comparison tool
Information provided by SEI Investments Management Corporation (SIMC), a registered investment adviser and wholly owned subsidiary of SEI Investments Company. Investing involves risk including possible loss of principal.
Our outsourced CIO solution is comprised of a variety of investing services and beyond to give you a fully custom approach.
OCIO Services
Custom donor communications
Digital marketing support
Co-host donor events
Professional support for student and alumni
initiatives and activities
Research and educational events on
fundraising challenges
What we do beyond investing:
•
•
•
•
•
•
•
•
Asset allocation studies
Spending and liquidity analysis
Manager research, selection and replacement
Open-architecture implementation
Risk management and stress testing
Alternatives/SRI/ESG programs
Multiple donor pools
Ongoing committee education
Our investment management services:
Click to explore
•
•
•
•
•
Could you get more from your OCIO?
Investing with purpose is about consistency between your values and your investment strategy.
Download our OCIO Comparison Matrix now to learn what you may be missing.
You may not realize that an OCIO has these capabilities, but partnering with an OCIO who provides operational support can save money and improve your organization’s focus and efficiency.
Built-in Operational Support
Accounting and unitization services for donor funds
Integration of third-party data
Custom asset pool reporting
Audit support
Alternative investment operational support and reporting
Custom donor communications
Digital marketing support
Co-host donor events
Professional support for student and alumni
initiatives and activities
Research and educational events on
fundraising challenges
•
•
•
•
•
What we do beyond investing:
•
•
•
•
•
•
•
•
Asset allocation studies
Spending and liquidity analysis
Manager research, selection and replacement
Open-architecture implementation
Risk management and stress testing
Alternatives/SRI/ESG programs
Multiple donor pools
Ongoing committee education
Our investment management services:
Click to explore
Custom Responsible Investing Strategy
Can the OCIO implement a variety of approaches, including exclusionary screening, Environmental, Social and Governance (ESG) Integration and impact investing?
Do they offer separate accounts for maximum customization and broad manager access?
It is important that each investment manager in your portfolio demonstrates a commitment to your values.
Does the OCIO gather statistics to ensure manager policies line up with how they execute sustainable investing?
Your OCIO should have dedicated responsible investing experts to guide you through the process from A to Z.
They should understand your values, offer options for the best implementation and create the roadmap for your responsible investing portfolio.
Click to explore
Turn your goals into an action plan
Provide on-campus recruiting and student financial education programs
Offer discounts and tickets to select industry events
Co-present at donor events
Co-host fundraising events
It is important that each investment manager in your portfolio demonstrate a commitment to your values.
Does the OCIO gather statistics to ensure manager policies line up with how they execute sustainable investing?
Can the OCIO implement a variety of approaches, including exclusionary screening, environmental, social and governance (ESG) Integration and impact investing?
Do they offer separate accounts for maximum customization and broad manager access?
Your OCIO should have dedicated responsible investing experts to guide you through the process from A to Z. They should understand your values, offer options for the best implementation and create the roadmap to your responsible investing portfolio.
Your client portfolio manager should understand your goals. Your OCIO should partner with you to support your endeavors.
Customer Support and Partnership Services
Actionable portfolio modeling
Committee tools and education
Goals-based reporting
Investment committee surveys
The OCIO should provide investment education along with tools to help your committee run smoothly, including advice around committee construction, decision making procedures and documentation, and onboarding new members.
In addition to performance and risk reporting, your OCIO should be able to offer reporting that demonstrates the portfolio’s impact on key financial metrics that are critical to your organization.
Your OCIO should provide actionable analysis that allows you to pre-experience investment decisions and understand the potential impact on key financial metrics.
As part of the onboarding process, the OCIO has tools to understand investment attitudes and philosophy of the committee, including attitude for alternative investments, tolerance for risk, desire for sustainable investing, and use this information to create the right investment strategy.
Click to explore
Your OCIO is in a unique position to help your committee be more effective. Look for a strategic partner who can provide committee support services..
Committee Governance Support
Our outsourced CIO solution is comprised of a variety of investing services and beyond to give you a fully custom approach.
Custom donor communications
Digital marketing support
Co-host donor events
Professional support for student and
alumni initiatives and activities
Research and educational events on
fundraising challenges
•
•
•
•
•
What we do beyond investing:
•
•
•
•
•
•
•
•
Asset allocation studies
Spending and liquidity analysis
Manager research, selection and replacement
Open-architecture implementation
Risk management and stress testing
Alternatives/SRI/ESG programs
Multiple donor pools
Ongoing committee education
Our investment management services:
OCIO Services.
Hover to explore
Beyond
Investing
Investment
Management
Your OCIO should be a partner in your overall success and have a broad array of resources to help. Look for an OCIO to offer support with donor marketing and fundraising.
•
•
•
•
•
A letter announcing the partnership with the OCIO to your donors / stakeholders
Content to be used on your website / social media describing the partnership
Custom brochures describing your relationship with the new OCIO
Slides for use in donor-focused presentations
Q&A document that can be posted on
external website or shared internally
At the outset of the relationship, look for support like this:
Donor Marketing Support
Manager diversity and sustainability
Manager diversity and sustainability
Click to close
OCIO platform that can accommodate your needs
Your OCIO should have dedicated responsible investing experts to guide you through the process from A to Z.
They should understand your values, offer options for the best implementation and create the roadmap for your responsible investing portfolio.
Turn your goals into an action plan
Click to close
It is important that each investment manager in your portfolio demonstrates a commitment to your values.
Does the OCIO gather statistics to ensure manager policies line up with how they execute sustainable investing?
OCIO platform that can accommodate your needs
Click to close
Hit The Ground Running
Click to close
•
•
•
•
•
•
•
Custom donor communications
Social media support
Website content
Video creation and editing
Digital marketing support and consulting
Donor surveys
Advisor communications support
Your OCIO should support your communication though all channels:
Turn your goals into an action plan
Manager diversity and sustainability
OCIO platform that can accommodate your needs
Hit The Ground Running
OCIO platform that can accommodate your needs
Manager diversity and sustainability
OCIO platform that can accommodate your needs
Turn your goals into an action plan
Manager diversity and sustainability
Turn your goals into an action plan
Ongoing Donor Communications Support
Can the OCIO implement a variety of approaches, including exclusionary screening, Environmental, Social, and Governance (ESG) Integration, and impact investing?
Do they offer separate accounts for maximum customization and broad manager access?
It is important that each investment manager in your portfolio demonstrates a commitment to your values.
Does the OCIO gather statistics to ensure manager policies line up with how they execute sustainable investing?
An OCIO should have dedicated responsible investing experts to guide you through the process from A to Z.
They should understand your values, offer options for the best implementation, and create the roadmap for your responsible investing portfolio.
Click to explore
Manager diversity and sustainability
OCIO platform that can accommodate your needs
Turn your goals into an action plan
Can the OCIO implement a variety of approaches, including exclusionary screening, Environmental, Social and Governance (ESG) Integration and impact investing?
Do they offer separate accounts for maximum customization and broad manager access?
Your OCIO should have dedicated responsible investing experts to guide you through the process from A to Z.
They should understand your values, offer options for the best implementation and create the roadmap for your responsible investing portfolio.
Click to explore
Ongoing Donor Communications Support
Hit The Ground Running
•
•
•
•
•
A letter announcing the partnership with the OCIO to your donors/stakeholders
Content to be used on your website/social media describing the partnership
Custom brochures describing your relationship with the new OCIO
Slides for use in donor-focused presentations
Q&A document that can be posted on
external website or shared internally
At the outset of the relationship, look for support like this:
•
•
•
•
•
•
•
Custom donor communications
Social media support
Website content
Video creation and editing
Digital marketing support and consulting
Donor surveys
Advisor communications support
Your OCIO should support your communication though all channels: