Business
Attivo Investments Adopts SEI's Co-CIO Solution
SEI's Co-CIO Solution Supports Client-Centric Operating Structure, Provides Personalized Investment Experience and Enhances Efficiency LONDON, Jan. 8, 2025
About this update from Sei Investments Company
[{"type":"text","content":"SEI's Co-CIO Solution Supports Client-Centric Operating Structure, Provides Personalized Investment Experience and Enhances Efficiency \nLONDON, Jan. 8, 2025 /PRNewswire/ -- SEI® (NASDAQ: SEIC) and Attivo Investments today announced a strategic partnership, leveraging SEI's Co-CIO solution to deliver cutting-edge, scalable, and efficient investment services tailored to advisers and their clients. SEI will support Attivo Investments' in-house team in developing a sophisticated investment approach for advisers to help investors meet their financial goals, as well as providing business support to help power Attivo Investments' growth.\n\n \n \n \n \n \n \n\n \nAssets in discretionary managed portfolio services (MPS) in the U.K. have grown 36% in the 12 months prior to September 2024.1 A Co-CIO structure supports an MPS proposition by helping ensure an investor's priorities drive every decision by blending strategic vision with operational execution—powered by technology and aligned with evolving regulations.\nPortfolio models available for Attivo's clients include:\nLow Cost: Six strategies designed with a light goals-based framework focused on preservation and accumulation. These portfolios leverage passive investment building blocks to replicate market performance as it rises and falls. Constructed within a fund-of-funds structure, they provide a simple, transparent, and cost-effective solution for achieving long-term investment objectives.Core: Seven strategies designed with a heavily goals-based framework focused on preservation, accumulation, and withdrawal. Utilizing a manager-of-managers approach, these portfolios focus on reducing trade frequency and capital gains tax realization, enabling greater efficiency. This strategy blends cost efficiency with access to elite investment expertise.APEX: Six unconstrained strategies designed for high-net-worth and experienced investors and focused on preservation and accumulation. This strategy includes additional asset classes, such as private equity or hedge funds, providing more flexibility and higher potential returns.Commenting on the strategic partnership, Charlotte Watson, Chief Investment Officer at Attivo Investments, said:\n\"Our collaboration with SEI—a backbone of the global financial services industry—is a testament to our commitment to delivering exceptional value to fina...