Attivo Investments Partners with SEI for Innovative Solutions

Revolutionizing Investment Services: Attivo and SEI Partnership

In a significant move towards enhancing the client investment experience, Attivo Investments has recently partnered with SEI to integrate their Co-CIO solution into their operations. This innovative collaboration aims to create a client-centric operating structure that not only personalizes the investment journey but also boosts overall efficiency.

Understanding the Co-CIO Solution

The Co-CIO solution offered by SEI is designed to empower investment firms like Attivo Investments with the necessary tools and strategies to adapt to the evolving financial landscape. This approach ensures that the focus remains on the investor's priorities, which is critical for crafting investment solutions that align with individual financial goals.

Expanding Discretionary Managed Portfolio Services

Recent statistics indicate that discretionary managed portfolio services (MPS) in the U.K. have witnessed a remarkable 36% growth over the last year. Attivo Investments stands poised to support this trend with its advanced MPS proposition. By leveraging technology and regulatory knowledge, the Co-CIO structure integrates strategic vision with execution, providing clients with streamlined and effective investment options.

Diverse Portfolio Models Tailored for Clients

Attivo Investments offers several portfolio models tailored to meet the diverse needs of its clientele:

• Low Cost: This model features six strategies designed with a light goals-based framework focusing on preservation and accumulation. By utilizing passive investment strategies, these portfolios aim to replicate market performance while providing cost-effective solutions for long-term investment objectives.
• Core: This model includes seven strategies structured around a heavily goals-based framework, emphasizing preservation, accumulation, and eventual withdrawal. This approach reduces trade frequency and capital gains tax realization, allowing for a combination of cost efficiency and premium investment expertise.
• APEX: Focused on high-net-worth clients, this model incorporates six unconstrained strategies emphasizing both preservation and accumulation. The inclusion of additional asset classes like private equity and hedge funds caters to investors seeking higher potential returns.

Voices Behind the Partnership

Key voices in this collaboration, such as Charlotte Watson, the Chief Investment Officer at Attivo Investments, expressed her enthusiasm about the partnership, stating, "Our collaboration with SEI is a testament to our dedication to providing exceptional value for financial planners and their clients. SEI's expertise aligns perfectly with our culture of innovation, ensuring that we offer impactful solutions from the get-go."

Ian Love, Head of Asset Management for EMEA at SEI, emphasized the necessity of personalization in today’s investment atmosphere, highlighting that "Our Co-CIO approach enables Attivo Investments to scale and deliver personalized portfolios that meet the diverse needs of their clients effectively. We’re excited to support their mission and promote growth through this partnership."

SEI: A Leader in Investment Solutions

SEI (NASDAQ: SEIC) has established itself as a leader in delivering cutting-edge technology and investment solutions in the financial services sector. With extensive capabilities across investment processing and asset management, SEI collaborates with various entities, from corporations to ultra-high-net-worth families, helping them navigate complexities and drive growth. As of a recent update, SEI manages approximately $1.6 trillion in assets, showcasing its robust presence in the investment landscape.

About Attivo Investments

Attivo Investments is committed to goal-based investing, uniquely supporting financial planners and their clients. Their investment solutions are crafted to align closely with real-life financial objectives, ensuring a focus beyond mere theoretical performance models. Through strategic alliances with global investment brands, Attivo provides exceptional investment strategies while maintaining affordability.

The firm's offerings, developed with insights from financial planners, ensure competitive and outcome-focused portfolio models. Utilizing a scalable operating model, Attivo Investments strives to empower financial planners and their clients with smarter and more accessible investment options, ultimately guiding them in achieving their financial aspirations.

Frequently Asked Questions

What is the primary goal of the partnership between Attivo Investments and SEI?

The main objective is to integrate SEI's Co-CIO solution to enhance personalized investment strategies and improve efficiency for financial planners and their clients.

How does the Co-CIO structure benefit Attivo's clients?

It ensures that investment decisions prioritize the investor's goals by blending strategic vision with operational execution, making use of advanced technology.

What types of portfolio models does Attivo offer?

Attivo offers three models: Low Cost, Core, and APEX, each designed to meet specific financial planning goals like preservation, accumulation, and targeted withdrawals.

Who are the key figures in the partnership?

Charlotte Watson, Chief Investment Officer of Attivo Investments, and Ian Love, Head of Asset Management for EMEA at SEI, are pivotal figures in this relationship.

What makes SEI a trusted partner in this collaboration?

SEI is recognized as a leader in investment technology and solutions, managing approximately $1.6 trillion in assets and providing extensive expertise across financial services.

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