About a-team Marketing Services
The knowledge platform for the financial technology industry
The knowledge platform for the financial technology industry

A-Team Insight Blogs

SEI Extends Operational Outsourcing Relationships with Multiple Mutual Fund Clients

Subscribe to our newsletter

SEI today announced that it has secured long term contract extensions with several existing mutual fund clients to provide full-service operational outsourcing through the company’s Advisors’ Inner Circle Fund (AIC) series trust offering. These multiple contract extensions, along with the two new series trust clients SEI signed recently, reflect a strong, continuing industry movement towards turnkey operational outsourcing, while also reinforcing the company’s leadership position in the space.

Among the clients with whom SEI secured long term outsourcing relationships are: Westwood Management Corp; Rice Hall James & Associates, LLC; CS McKee, LP; Champlain Investment Partners, LLC; and Analytic Investors, LLC. In each instance the outsourcing services will be provided through SEI’s AIC series trust. Amid the recent market volatility and increasingly complex regulatory environment, the comprehensive nature of the AIC solution coupled with SEI’s extensive expertise allows clients to navigate through business challenges and capitalise on opportunities.

“We are proud of the long term relationships we’ve established with our clients,” said John Alshefski, senior vice president, SEI’s Investment Manager Services division. “SEI has offered its AIC series trust solution for more than 18 years to managers who want the confidence and scalability of an institutional quality infrastructure, while also gaining the added benefit of SEI’s deep compliance expertise. The firms who select AIC join a group of high quality managers who rely on our knowledge and consultative approach to help their businesses thrive. We look forward to helping them continue to grow for years to come.”

Subscribe to our newsletter

Related content

WEBINAR

Recorded Webinar: Streamlining trading and investment processes with data standards and identifiers

Financial institutions are integrating not only greater volumes of data for use across their organisation but also more varieties of data. As well, that data is being applied to more use cases than ever before, especially regulatory compliance and ESG integration. Due to this increased complexity of institutions’ data needs, however, information often arrives into...

BLOG

Nature-Risk Data Proposals Hailed as Pathway to Better Investment Decisions

Proposals to improve the nature-risk data value chain has been welcomed by sustainability data leaders who said they will pave the way for better decision making and reporting by financial institutions and provide more detailed analyses for investors. The proposals offer a slate of principles to improve the quality of state-of-nature data collection and integration...

EVENT

AI in Capital Markets Summit London

Now in its 2nd year, the AI in Capital Markets Summit returns with a focus on the practicalities of onboarding AI enterprise wide for business value creation. Whilst AI offers huge potential to revolutionise capital markets operations many are struggling to move beyond pilot phase to generate substantial value from AI.

GUIDE

Regulatory Data Handbook 2025 – Thirteenth Edition

Welcome to the thirteenth edition of A-Team Group’s Regulatory Data Handbook, a unique and practical guide to capital markets regulation, regulatory change, and the data and data management requirements of compliance across Europe, the UK, US and Asia-Pacific. This year’s edition lands at a moment of accelerating regulatory divergence and intensifying data focused supervision. Inside,...