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

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: Leveraging data lineage to deliver tangible business benefits

Data lineage is central to data quality, accuracy and access. It is also essential to understanding your data and data flows, systems from simple applications to multiple business intelligence solutions, and how people in your organisation are using data. Implemented across the enterprise, data lineage can provide significant business benefits, including new business opportunities, better...

BLOG

Datactics Accelerates Business Development, Scales Global Presence, Takes AI Platform to the Next Level

Datactics is about to close third round funding of £2 million. The funding comes from the company’s previous investors – Par Equity, The Bank of Ireland Kernel Capital Group Fund, and Clarendon Fund Managers – and will be used to accelerate business development, strengthen the company’s global presence, and take its AI and machine learning...

EVENT

RegTech Summit APAC Virtual

RegTech Summit APAC will explore the current regulatory environment in Asia Pacific, the impact of COVID on the RegTech industry and the extent to which the pandemic has acted a catalyst for RegTech adoption in financial markets.

GUIDE

Entity Data Management Handbook – Seventh Edition

Sourcing entity data and ensuring efficient and effective entity data management is a challenge for many financial institutions as volumes of data rise, more regulations require entity data in reporting, and the fight again financial crime is escalated by bad actors using increasingly sophisticated techniques to attack processes and systems. That said, based on best...