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For more than 50 years, SEI has been a leader in the financial services industry, recognized for its history of innovation. SEI is a leading global provider of technology-driven wealth and investment management solutions. We deliver comprehensive platforms, services and infrastructure – encompassing investment processing, investment operations and investment management – to help wealth managers, financial advisors, investment managers, institutional and private investors create and manage wealth. Today, SEI serves approximately 11,300 clients, including banks, trust institutions, wealth management organizations, independent investment advisors, retirement plan sponsors, corporations, non-profit organizations, investment managers, hedge fund managers and high-net-worth families. SEI manages or administers $920 billion in hedge, private equity, mutual fund and pooled or separately managed assets, including $283 billion in assets under management and $632 billion in client assets under administration.

Krista Deguffroy

Director of Inclusion and Compliance,
Co-Founder of SEI [email protected]

Award Category
Custodians – Combined > Corporate Social Responsibility/Diversity
Initiative

In 2017, SEI created the [email protected] Program, designed to provide internship opportunities to individuals on the autism spectrum, because she recognized a gap within the financial services industry for these individuals interested in the field. As part of this program, the program leaders created a curriculum that includes several “discovery weeks” in which candidates focus on familiarizing themselves with the workplace culture. Interns in this program are granted voluntary self-disclosure, allowing them the option to decide whether to disclose their condition while they are being evaluated for their skills and organizational impact.  The enhancement: In Fall 2019, SEI expanded the [email protected] program to include more members from the neurodiverse community, not just those on the Autism Spectrum. The program was renamed [email protected]

Resources
INSIGHTS
Unprecedented Doesn’t Mean Impossible
Technological acceleration this year has been staggering. The pandemic has pushed us to new achievements in a very short time, and changed what we believe is possible.
INSIGHTS
Growing Through a Crisis: Stay Focused on the Future
Read advice from SEI’s CFO, Dennis McGonigle, on maintaining and accelerating investments in research and development (R&D).
PODCAST
The Future of Advice
Listen as SEI’s experts discuss the role technology can play in the future of the advisor-client relationship.

About the Initiative

Guided Income Solutions℠ (GIS) is a turnkey, bucketed investment solution designed to deliver steady and tailored cash flows to clients planning for retirement. The bucketed investing framework provides an intuitive approach to converting clients’ nest eggs into an automatic income replacement based on their personal financial goals; the buckets automatically rebalance to systematically reduce risk and accommodate investors’ needs. GIS provides an alternative to annuities; delivering an investment approach that is flexible, liquid, and cost-effective.

GIS aims to transform and enhance current retirement income solutions, to:

Registration