SEI Launches New Active ETF and Separate Account Offerings to Help Advisors
Meet Evolving Investor Demands
Tactical ETF Strategies, New Separate Account Products Provide
Flexibility, Access to Specialized Managers
OAKS, PA -- (Marketwired) -- 04/04/13 -- In a move designed to help
financial advisors stay ahead of evolving investor needs, SEI
(NASDAQ: SEIC) announced today that it has enhanced its investment
program by launching a set of tactical exchange traded fund (ETF)
strategies and an expanded separately managed account program. The
new offerings, which include a mix of tax-management and traditional
strategies, help advisors better meet the individual needs of their
clients by delivering greater investment choice and flexibility,
while providing access to specialized managers that were previously
unavailable to retail investors.
SEI's new investment strategies are delivered in easy-to-access and
diversified portfolio options. Developed as a lower-cost alternative
to traditional active management strategies, SEI's tactical ETF
offering consists of three distinct strategies: conservative,
moderate, and growth. SEI's research-based approach identifies and
selects those ETFs that offer the best chance to track their
benchmarks and meet the portfolio strategies' objectives. Advisors
can select packaged strategies based on the investing goals and risk
tolerances of their clients.
The enhanced separate account program offers advisors greater access
to specialized strategies and managers at lower account minimums. The
strategies are organized into tax-managed and traditional asset
allocation options and are available based on an individual's
investment objective and risk tolerance. There are also strategies in
which SEI assembles the underlying portfolio components or a more
"do-it yourself" model that allow advisors to choose their own mix of
"Clients are demanding more investment choice and flexibility and
we've developed a unique set of strategies to help our advisors meet
those needs and remain competitive," said Kevin Crowe, Senior Vice
President of Product Development, SEI Advisor Network. "SEI has been
an innovator in the investment space for more than 30 years and these
new offerings are the latest example of our out-of-the-box thinking.
These offerings are both packaged and customizable, delivering the
flexibility and investment choice that have become so important in
today's environment. Ultimately we're confident that they will
deliver results for our advisors and their clients in order to help
them attain their goals."
Learn more by viewing our investor-approved brochure on SEI's ETF
SEI Investments Management Corporation (SIMC) is the adviser to the
SEI Tactical ETF Strategies. SIMC is a wholly owned subsidiary of SEI
Investments Company (SEI).
About The SEI Advisor Network
The SEI Advisor Network provides
financial advisors with turnkey wealth management services through
outsourced investment strategies, administration and technology
platforms, and practice management programs. It is through these
services that SEI helps advisors save time, grow revenues, and
differentiate themselves in the market. With a history of financial
strength, stability, and transparency, the SEI Advisor Network has
been serving the independent financial advisor market for more than
16 years, has over 4,900 advisors who work with SEI, and $33.7
billion in advisors' assets under management (as of Dec. 31, 2012).
The SEI Advisor Network is a strategic business unit of SEI. For more
information, visit www.seic.com/advisors.
SEI (NASDAQ: SEIC) is a leading global provider of
investment processing, fund processing, and investment management
business outsourcing solutions that help corporations, financial
institutions, financial advisors, and ultra-high-net-worth families
create and manage wealth. As of December 31, 2012, through its
subsidiaries and partnerships in which the company has a significant
interest, SEI manages or administers $458 billion in mutual fund and
pooled or separately managed assets, including $201 billion in assets
under management and $257 billion in client assets under
administration. For more information, visit www.seic.com.
+1 215-564-3200 x110
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