SEI Adds Rothschild Asset Management to Fully Integrated Collective Investment Trust Solution Strategic Partnership Demonstrates the Company's CIT Leadership as Managers Seek Expansion Within U.S. Retirement Market OAKS, PA -- (Marketwired) -- 04/16/13 -- SEI (NASDAQ: SEIC) announced today that it has partnered with Rothschild Asset Management (Rothschild), the U.S. asset management business of the Rothschild Group, to offer a suite of collective investment trusts (CITs) to the U.S. retirement market. Over the past 22 years, Rothschild has established a successful track record in its small-, small/mid-, and large-cap U.S. equity strategies. With the creation of these new vehicles, these strategies will now be available as daily valued offerings to the U.S. defined contribution market. The strategic partnership is the latest for SEI, exemplifying its leadership posit ion in one of the fastest growing segments of the U.S. retirement market. SEI's relationship with Rothschild provides the firm with the ability to quickly launch and make available cost-effective retirement products to the U.S. market. SEI has developed a comprehensive suite of CITs with Rothschild that will focus primarily on the defined contribution retirement plan markets. Rothschild pointed to SEI's depth and breadth of CIT expertise, as well as its longstanding leadership position in the CIT marketplace as key benefits in the relationship with SEI. "When you look at the CIT market, SEI's offering and expertise are second to none," said Michael Tamasco, Rothschild's Chief Marketing Officer. "We have worked with SEI to develop and launch seven new daily valued CIT products for the U.S. market. SEI has a flexible architecture and a proven track record of success, and we are confident that our strategic partnership with SEI can not only support these CITs today but will also support our business as we grow the product line. We are excited to be working with SEI as we look to expand our retirement business in the U.S." "As the fiduciary landscape for retirement assets continues to evolve, CITs are uniquely positioned to take advantage of this evolution," said John Alshefski, Senior Vice President, SEI's Investment Manager Services division. "SEI has continually invested in both technology and people in order to provide solutions that fill the retirement market's ever-changing and demanding needs." About SEI's Investment Manager Services Division SEI's Investment Manager Services division provides comprehensive operational outsourcing solutions to support investment managers globally across a range of registered and unregistered fund structures, diverse investment strategies and jurisdictions. With expertise covering traditional and alternative investment vehicles, the division applies customized operating services, industry-leading technologies, and practical business and regulatory insights to each client's business objectives. SEI's resources enable clients to meet the demands of the marketplace and sharpen business strategies by focusing on their core competencies. The division has been recently recognized by Buy-Side Technology as "Best Outsourcing Provider to the Buy Side" and "Best Fund Administrator," by Hedge Funds World Middle East as "Best Service Provider," by Global Investor as "Hedge Fund Administrator of the Year," and by HFMWeek as "Most Innovative Fund Administrator (Over $30B AUA)" in the U.S. and "Best Administrator - Technology Provider" in Europe. For more information, visit www.seic.com/ims. About SEI 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. About Rothschild Asset Management Inc Headquartered in New York, Rothschild Asset Management Inc manages investments covering a range of U.S. securities including large-cap, small/mid-cap, small-cap, and balanced strategies. We believe in investing with a goal of consistency and risk control. Every step in our process is a means toward achieving that goal. Our process integrates a proprietary stock-ranking system, fundamental analysis by an experienced team of investment professionals, and risk controls to focus our exposures on what we think we do best, stock selection, thus avoiding large macroeconomic and factor exposures. We manage assets for a broad range of clients including corporations, endowments, foundations, healthcare organizations, high-net-worth investors, public pension funds, sub-advisory relationships, and Taft-Hartley plans. Company Contact: Dana Grosser SEI +1 610-676-2459 email@example.com Media Contact: Jason Rocker Braithwaite Communications +1 215-564-3200 x 110 firstname.lastname@example.org
SEI Adds Rothschild Asset Management to Fully Integrated Collective Investment Trust Solution
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