About a-team Marketing Services

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: How to gain operational efficiency in corporate actions processing

While the risk associated with corporate actions is well established, many financial institutions continue with manual processing in the back office. More often than not, corporate actions information is manually keyed in and event processing lacks automation. This results in operational inefficiency, and financial risk due to missed events or simply getting it wrong. These...

BLOG

Data Management Summit Returns to NYC with a Focus on Unlocking Data Value for the Business

Don’t miss it! Data Management Summit NYC will be hosted by A-Team Group president and chief content officer Andrew Delaney on 28 September in New York City. The summit promises plenty of new content, a line-up of expert speakers, and lively discussion on topics from how to unlock data value for the business to how...

EVENT

RegTech Summit New York

Now in its 7th year, the RegTech Summit in New York will bring together the regtech ecosystem to explore how the North American capital markets financial industry can leverage technology to drive innovation, cut costs and support regulatory change.

GUIDE

ESG Handbook 2023

The ESG Handbook 2023 edition is the essential guide to everything you need to know about ESG and how to manage requirements if you work in financial data and technology. Download your free copy to understand: What ESG Covers: The scope and definition of ESG Regulations: The evolution of global regulations, especially in the UK...