OAKS, PA--(Marketwired - Apr 4, 2013) - In a move designed to help financial advisors stay ahead of evolving investor needs, SEI (NASDAQ: SEIC) announced today that it has enhanced its investment program by launching a set of tactical exchange traded fund (ETF) strategies and an expanded separately managed account program. The new offerings, which include a mix of tax-management and traditional strategies, help advisors better meet the individual needs of their clients by delivering greater investment choice and flexibility, while providing access to specialized managers that were previously unavailable to retail investors.
SEI's new investment strategies are delivered in easy-to-access and diversified portfolio options. Developed as a lower-cost alternative to traditional active management strategies, SEI's tactical ETF offering consists of three distinct strategies: conservative, moderate, and growth. SEI's research-based approach identifies and selects those ETFs that offer the best chance to track their benchmarks and meet the portfolio strategies' objectives. Advisors can select packaged strategies based on the investing goals and risk tolerances of their clients.
The enhanced separate account program offers advisors greater access to specialized strategies and managers at lower account minimums. The strategies are organized into tax-managed and traditional asset allocation options and are available based on an individual's investment objective and risk tolerance. There are also strategies in which SEI assembles the underlying portfolio components or a more "do-it yourself" model that allow advisors to choose their own mix of managers.
"Clients are demanding more investment choice and flexibility and we've developed a unique set of strategies to help our advisors meet those needs and remain competitive," said Kevin Crowe, Senior Vice President of Product Development, SEI Advisor Network. "SEI has been an innovator in the investment space for more than 30 years and these new offerings are the latest example of our out-of-the-box thinking. These offerings are both packaged and customizable, delivering the flexibility and investment choice that have become so important in today's environment. Ultimately we're confident that they will deliver results for our advisors and their clients in order to help them attain their goals."
Learn more by viewing our investor-approved brochure on SEI's ETF Strategies today.
SEI Investments Management Corporation (SIMC) is the adviser to the SEI Tactical ETF Strategies. SIMC is a wholly owned subsidiary of SEI Investments Company (SEI).
About The SEI Advisor Network
The SEI Advisor Network provides financial advisors with turnkey wealth management services through outsourced investment strategies, administration and technology platforms, and practice management programs. It is through these services that SEI helps advisors save time, grow revenues, and differentiate themselves in the market. With a history of financial strength, stability, and transparency, the SEI Advisor Network has been serving the independent financial advisor market for more than 16 years, has over 4,900 advisors who work with SEI, and $33.7 billion in advisors' assets under management (as of Dec. 31, 2012). The SEI Advisor Network is a strategic business unit of SEI. For more information, visit www.seic.com/advisors.
SEI (NASDAQ: SEIC) is a leading global provider of investment processing, fund processing, and investment management business outsourcing solutions that help corporations, financial institutions, financial advisors, and ultra-high-net-worth families create and manage wealth. As of December 31, 2012, through its subsidiaries and partnerships in which the company has a significant interest, SEI manages or administers $458 billion in mutual fund and pooled or separately managed assets, including $201 billion in assets under management and $257 billion in client assets under administration. For more information, visit www.seic.com.