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: Mastering Data Lineage for Risk, Compliance, and AI Governance

Financial institutions are under increasing pressure to ensure data transparency, regulatory compliance, and AI governance. Yet many struggle with fragmented data landscapes, poor lineage tracking and compliance gaps. This webinar will explore how enterprise-grade data lineage can help capital markets participants ensure regulatory compliance with obligations such as BCBS 239, CCAR, IFRS 9, SEC requirements...

BLOG

FinScan Data Quality Chief Seeks to End Compliance Failure Excuses

The dog ate my homework. The train was delayed. The postman mislaid your birthday card. At one time or another, we’ve all used a weak excuse to forestall censure for an error of behaviour or judgement. And mostly, we’ve got away with it. In financial regulatory compliance, however, excuses won’t wash. Especially when it comes...

EVENT

AI in Capital Markets Summit New York

The AI in Capital Markets Summit will explore current and emerging trends in AI, the potential of Generative AI and LLMs and how AI can be applied for efficiencies and business value across a number of use cases, in the front and back office of financial institutions. The agenda will explore the risks and challenges of adopting AI and the foundational technologies and data management capabilities that underpin successful deployment.

GUIDE

AI in Capital Markets: Practical Insight for a Transforming Industry – Free Handbook

AI is no longer on the horizon – it’s embedded in the infrastructure of modern capital markets. But separating real impact from inflated promises requires a grounded, practical understanding. The AI in Capital Markets Handbook 2025 provides exactly that. Designed for data-driven professionals across the trade life-cycle, compliance, infrastructure, and strategy, this handbook goes beyond...