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SEI Expands SMA and UMA Solutions With Suite of Equity and Fixed Income Strategies

SEI Expands SMA and UMA Solutions With Suite of Equity and Fixed Income Strategies

SEI扩展SMA和uma解决方案,提供一系列股票和固收策略
PR Newswire ·  11/18 12:00

New SEI-Managed and Third-Party Investment Options Further Bolster Flexibility for Advisors

新的SEI管理和第三方投资选项进一步增强了顾问的灵活性

OAKS, Pa., Nov. 18, 2024 /PRNewswire/ -- SEI (NASDAQ: SEIC) today announced the launch of a new lineup of separately managed account (SMA) strategies, offered through the Managed Account Solutions program1 and designed to increase flexibility in both equity and fixed income solutions. The additions include SEI-managed strategies and third-party strategies from exceptional global investment firms, including AllianceBernstein, Loomis Sayles, and Parametric Portfolio Associates.

宾夕法尼亚州奥克斯,2024年11月18日 /PRNewswire/ — SEI(纳斯达克股票代码:SEIC)今天宣布推出一系列新的独立管理账户(SMA)策略,该策略通过管理账户解决方案计划1提供,旨在提高股票和固定收益解决方案的灵活性。新增的策略包括SEI管理的策略和来自杰出全球投资公司的第三方策略,包括AllianceBernstein、Loomis Sayles和Parametric Portfolio Associates。

Jim Smigiel, Chief Investment Officer and Head of SEI's Investment Management Unit, said:

SEI首席投资官兼投资管理部门负责人吉姆·斯米吉尔表示:

"We continue to integrate in-house expertise with premier third-party investment managers who share our commitment to innovation. Expanding our SMA offerings reflects our dedication to providing advisors with differentiated investment solutions that offer personalized strategies and access to, in our opinion, world-class portfolio management. We believe these offerings will provide advisors with robust options to help their clients achieve long-term financial success."

“我们将继续将内部专业知识与顶级第三方投资经理整合在一起,他们与我们一样致力于创新。扩大我们的SMA产品反映了我们致力于为顾问提供差异化的投资解决方案,在我们看来,这些解决方案提供个性化策略和获得世界一流投资组合管理的机会。我们相信,这些产品将为顾问提供强有力的选择,帮助他们的客户取得长期的财务成功。”

With SMAs posting the strongest growth rate (24.4%) of any managed account product category in the last year,2 both SMAs and unified managed accounts (UMAs) continue to exhibit strong growth. Designed to help advisors better serve mass-affluent, high-net-worth, and ultra-high-net-worth investors, the new strategies include:

去年,SMA的增长率是所有管理账户产品类别中最强劲的(24.4%),2SMA和统一管理账户(UMA)都继续表现出强劲的增长。新策略旨在帮助顾问更好地为大众富裕、高净值和超高净值投资者提供服务,包括:

  • AllianceBernstein (AB): The AB Tax Aware Fixed Income (SMA) and AB Tax Aware Limited Duration (SMA) join the currently available AB Municipal Income Portfolio (SMA) and AB Municipal Impact Portfolio (SMA) strategies.
  • Loomis Sayles: The Core Plus Fixed Income Managed Account, Core Fixed Income with Securitized Asset Fund Managed Account, Short Government Only Managed Account, and Government Only Managed Account join an existing set of strategies across equity, taxable fixed income, and tax-exempt fixed income categories.
  • Parametric Portfolio Associates: The Custom Core Global ex-U.S. ADR strategy joins a robust existing set of Parametric's Custom Core Equity solutions.
  • SEI Investment Management Corporation: The Systematic Global Dividend Yield Core and Systematic International Equity Core (ADR) strategies join the existing lineup of direct index equity solutions, and the Systematic Government Bond Core joins the Systematic U.S. Aggregate Bond Core and Systematic Municipal Bond Core strategies, seeking to provide risk-factor exposure similar to a benchmark index across broad fixed income markets.
  • AllianceBernstein(AB):Ab税收意识固定收益(SMA)和Ab税收意识有限期限(SMA)加入了目前可用的Ab市政收益投资组合(SMA)和Ab市政影响力投资组合(SMA)策略。
  • Loomis Sayles:Core Plus固定收益管理账户、带有证券化资产的核心固定收益基金管理账户、政府专用空头管理账户和政府专属管理账户加入了股票、应纳税固定收益和免税固定收益类别的现有策略集。
  • Parametric Portfolio Associates:定制核心环球除美国ADR 策略加入了 Parametric 现有的一套强大的自定义核心股票解决方案。
  • SEI投资管理公司:系统性全球股息收益核心和系统性国际股票核心(ADR)策略加入了现有的直接指数股票解决方案阵容,系统性政府债券核心加入了系统性美国综合债券核心和系统性市政债券核心策略,旨在为广泛的固定收益市场提供类似于基准指数的风险因素敞口。

With the growing demand for personalization in wealth management, advisors are increasingly integrating direct indexing, factor, and active investing solutions within custom SMAs to provide clients with greater personalization and tax control. SMAs offer individualized strategies run by distinct professional managers, while UMAs provide a comprehensive investment solution that combines multiple strategies within a single account structure. UMAs can also deliver sophisticated tax optimization that seeks to enhance after-tax returns, improve client outcomes, and reinforce an advisor's value proposition.

随着财富管理对个性化需求的不断增长,顾问越来越多地将直接指数、因子和主动投资解决方案整合到自定义SMA中,为客户提供更大的个性化和税收控制。SMA提供由不同的专业经理人管理的个性化策略,而UMA提供全面的投资解决方案,将多种策略整合到单一账户结构中。UMA还可以提供复杂的税收优化,旨在提高税后回报,改善客户业绩,强化顾问的价值主张。

Erich Holland, Head of Client Experience for SEI's Advisor business, said:

SEI顾问业务客户体验主管埃里希·霍兰德表示:

"These new additions to our rapidly growing SMA and UMA solutions reinforce SEI's ongoing commitment to enhancing the advisor experience with solutions that align with the complexities of modern wealth management. By integrating these solutions, advisors gain access to a powerful suite of strategies and tools designed to optimize portfolio management and help clients achieve their financial goals.

“我们快速增长的SMA和UMA解决方案中的这些新增功能强化了SEI对通过符合现代财富管理复杂性的解决方案来增强顾问体验的持续承诺。通过整合这些解决方案,顾问可以访问一套强大的策略和工具,这些策略和工具旨在优化投资组合管理并帮助客户实现其财务目标。

"This launch underscores our commitment to listening to our clients' needs, as they continue to deliver compelling options to investors in a streamlined framework. As adoption and engagement advance, we continue to support advisors and deliver optionality across the breadth of our comprehensive capabilities with comprehensive solutions that integrate cutting-edge technology, investment innovation, and client-centric service."

“此次发布凸显了我们对倾听客户需求的承诺,因为他们将继续在简化的框架内为投资者提供有吸引力的选择。随着采用率和参与度的提高,我们将继续为顾问提供支持,并通过整合尖端技术、投资创新和以客户为中心的服务的全面解决方案,为我们的综合能力提供可选方案。”

1SEI's implementation vehicles include mutual funds, ETFs, and SMAs offered through SEI Mutual Fund Strategies and Managed Account Solutions.
2Cerulli Associates, The Cerulli EDGE, U.S. Managed Accounts Edition. 2Q 2024.

1SEI的实施工具包括通过SEI共同基金策略和管理账户解决方案提供的共同基金、ETF和SMA。
2Cerulli Associates,Cerulli EDGE,美国管理账户版。2024 年第二季度。

About SEI
SEI (NASDAQ: SEIC) delivers technology and investment solutions that connect the financial services industry. With capabilities across investment processing, operations, and asset management, SEI works with corporations, financial institutions and professionals, and ultra-high-net-worth families to help drive growth, make confident decisions, and protect futures. As of Sept. 30, 2024, SEI manages, advises, or administers approximately $1.6 trillion in assets. For more information, visit seic.com.

关于 SEI
SEI(纳斯达克股票代码:SEIC)提供连接金融服务行业的技术和投资解决方案。SEI拥有投资处理、运营和资产管理方面的能力,与企业、金融机构和专业人士以及超高净值家族合作,帮助推动增长,做出自信的决策并保护未来。截至2024年9月30日,SEI管理、建议或管理约1.6万亿美元的资产。欲了解更多信息,请访问 seic.com。

Important Information
Information in the U.S. provided by SEI Investments Management Corporation (SIMC), a federally registered investment advisor and wholly owned subsidiary of SEI Investments Company (SEI). For those portfolios of individually managed securities, SIMC makes recommendations as to which manager will manage each asset class.

重要信息
美国信息由SEI投资管理公司(SIMC)提供,该公司是联邦注册的投资顾问,也是SEI投资公司(SEI)的全资子公司。对于个人管理的证券投资组合,SIMC建议由哪位经理管理每种资产类别。

Neither SEI nor its affiliates provide tax advice. Please note that (i) any discussion of U.S. tax matters contained in this communication cannot be used by you for the purpose of avoiding tax penalties; (ii) this communication was written to support the promotion or marketing of the matters addressed herein; and (iii) you should seek advice based on your particular circumstances from an independent tax advisor.

SEI及其附属机构均不提供税务建议。请注意,(i) 您不得将本通信中包含的任何美国税务问题讨论用于逃避税收罚款;(ii) 撰写本信函是为了支持本文所述事项的推广或营销而撰写的;(iii) 您应根据自己的具体情况向独立税务顾问寻求建议。

Investing involves risk, including the potential loss of principal.

投资涉及风险,包括潜在的本金损失。

Company Contact:

Media Contact:

Emily Baldwin

Kerry Mullen

SEI

Vested

+1 610-676-3262

+1 917-765-8720

[email protected]

[email protected]

公司联系人:

媒体联系人:

艾米丽·鲍德温

凯里·马伦

SEI

既得的

+1 610-676-3262

+1 917-765-8720

[电子邮件保护]

[电子邮件保护]

SOURCE SEI Investments Company

来源 SEI 投资公司

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