Attivo Investments Adopts SEI's Co-CIO Solution

Strategic Partnership Overview - SEI and Attivo Investments announced a strategic partnership to deliver scalable and efficient investment services tailored to advisers and their clients [1] - The partnership leverages SEI's Co-CIO solution to support Attivo Investments' in-house team in developing a sophisticated investment approach [1] - SEI will provide business support to help power Attivo Investments' growth [1] Market Context and Growth - Assets in discretionary managed portfolio services (MPS) in the UK grew by 36% in the 12 months prior to September 2024 [2] - The Co-CIO structure supports MPS propositions by ensuring investor priorities drive every decision, blending strategic vision with operational execution [2] Portfolio Strategies - Low Cost: Six strategies designed with a light goals-based framework focused on preservation and accumulation, leveraging passive investment building blocks [6] - Core: Seven strategies designed with a heavily goals-based framework focused on preservation, accumulation, and withdrawal, utilizing a manager-of-managers approach [6] - APEX: Six unconstrained strategies designed for high-net-worth and experienced investors, including additional asset classes like private equity or hedge funds [6] Company Statements - Charlotte Watson, Chief Investment Officer at Attivo Investments, emphasized the collaboration with SEI as a commitment to delivering exceptional value to financial planners and their clients [2] - Ian Love, Head of Asset Management for EMEA at SEI, highlighted the importance of personalization and access in meeting investors' financial goals [3] - SEI's Co-CIO approach empowers Attivo Investments to deliver personalized portfolios at scale, meeting the diverse needs of financial planners' clients [4] About SEI - SEI delivers technology and investment solutions across investment processing, operations, and asset management [5] - As of September 30, 2024, SEI manages, advises, or administers approximately $1.6 trillion in assets [5] About Attivo Investments - Attivo Investments is a modern investment firm focused on goal-based investing, designed exclusively to support financial planners and their clients [7] - The company's portfolios align with financial planning goals such as preservation, accumulation, and withdrawal [7] - Attivo Investments delivers institutional-grade expertise and access to world-class investment strategies through a strategic partnership with a global investment brand [8] - The company provides competitive, outcome-focused model portfolios that are simple, flexible, and aligned with Consumer Duty principles [9]