The leading knowledge platform for the financial technology industry
The leading knowledge platform for the financial technology industry

A-Team Insight Blogs

SEI Extends Operational Outsourcing Relationships with Multiple Mutual Fund Clients

Share article

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.”

Related content

WEBINAR

Recorded Webinar: How far should counterparty screening go? Balancing the ideal and the realistic

Counterparty screening is a regulatory requirement, but do you know enough about your clients’ clients, and beyond? How can you source this information and how does it benefit your business? How far do you need to dig into entity ownership structures? This webinar discusses these challenges and how they relate to your organisation, whether you’re...

BLOG

ESG, Textual and Movement Data Lead Alternative Data Interest During COVID Pandemic

By Warren Breakstone, Managing Director and Chief Product Officer of Data Management Solutions, S&P Global Market Intelligence. As market participants work to understand their risk, uncover new opportunities, and try to make sense of the current state in the midst of COVID-19, there appears to be a heavier reliance on new sources of insight where...

EVENT

Data Management Summit USA Virtual

Data Management Summit USA Virtual will explore how sell side and buy side financial institutions are navigating the global crisis and adapting their data strategies to manage in today’s new normal environment.

GUIDE

Regulatory Data Handbook 2020/2021 – Eighth Edition

This eighth edition of A-Team Group’s Regulatory Data Handbook is a ‘must-have’ for capital markets participants during this period of unprecedented change. Available free of charge, it profiles every regulation that impacts capital markets data management practices giving you: A detailed overview of each regulation with key dates, data and data management implications, links to...