Core Insights - SEI and Attivo Investments have formed a strategic partnership to enhance investment services for advisers and their clients, utilizing SEI's Co-CIO solution for a personalized investment experience and improved efficiency [1][2][3] - The partnership aims to support Attivo Investments' growth by developing a sophisticated investment approach that aligns with client financial goals [1][2][3] Industry Trends - Discretionary managed portfolio services (MPS) in the U.K. have seen a significant growth of 36% in the 12 months leading up to September 2024, indicating a rising demand for personalized investment solutions [2] - The Co-CIO structure is designed to ensure that investor priorities drive decision-making, integrating strategic vision with operational execution [2][3] Company Strategies - Attivo Investments focuses on goal-based investing, providing tailored portfolios that align with financial planning objectives such as preservation, accumulation, and withdrawal [7][9] - SEI's investment philosophy emphasizes personalization and access, which are essential for meeting investors' financial goals in the current economic environment [3][4] Product Offerings - Attivo's portfolio models include Low Cost, Core, and APEX strategies, each designed to meet different investment needs and goals, from cost-effective solutions to high-net-worth investor strategies [6] - The Low Cost strategy utilizes passive investment building blocks, while the Core strategy employs a manager-of-managers approach to enhance efficiency and reduce tax implications [6] Company Background - SEI manages, advises, or administers approximately $1.6 trillion in assets as of September 30, 2024, providing technology and investment solutions across the financial services industry [5] - Attivo Investments is dedicated to empowering financial planners by offering scalable and efficient investment solutions that are aligned with consumer duty principles [9]
Attivo Investments Adopts SEI's Co-CIO Solution