Attivo Investments Adopts SEI's Co-CIO Solution
SEI (NASDAQ: SEIC) and Attivo Investments announced a strategic partnership implementing SEI's Co-CIO solution to deliver scalable investment services. The partnership aims to support Attivo's in-house team in developing investment approaches while providing business growth support. The UK market for discretionary managed portfolio services has shown significant growth, with a 36% increase in the 12 months before September 2024.
The partnership introduces three portfolio models for Attivo's clients: Low Cost (six preservation and accumulation strategies using passive investments), Core (seven strategies focusing on preservation, accumulation, and withdrawal), and APEX (six unconstrained strategies for high-net-worth investors including private equity and hedge funds).
SEI (NASDAQ: SEIC) e Attivo Investments hanno annunciato una partnership strategica per implementare la soluzione Co-CIO di SEI, al fine di offrire servizi di investimento scalabili. La partnership mira a supportare il team interno di Attivo nello sviluppo di approcci di investimento, fornendo al contempo supporto per la crescita aziendale. Il mercato del Regno Unito per i servizi di portafoglio gestiti su base discrezionale ha mostrato una crescita significativa, con un incremento del 36% nei 12 mesi precedenti settembre 2024.
La partnership introduce tre modelli di portafoglio per i clienti di Attivo: Basso Costo (sei strategie di preservazione e accumulo che utilizzano investimenti passivi), Core (sette strategie concentrate su preservazione, accumulo e prelievo) e APEX (sei strategie senza vincoli per investitori ad alto patrimonio netto, inclusi private equity e hedge fund).
SEI (NASDAQ: SEIC) y Attivo Investments anunciaron una asociación estratégica para implementar la solución Co-CIO de SEI con el fin de ofrecer servicios de inversión escalables. La asociación tiene como objetivo apoyar al equipo interno de Attivo en el desarrollo de enfoques de inversión, al tiempo que proporciona apoyo al crecimiento empresarial. El mercado del Reino Unido para los servicios de cartera gestionada discrecional ha mostrado un crecimiento significativo, con un incremento del 36% en los 12 meses previos a septiembre de 2024.
La asociación presenta tres modelos de cartera para los clientes de Attivo: Bajo Costo (seis estrategias de preservación y acumulación usando inversiones pasivas), Core (siete estrategias centradas en la preservación, acumulación y retiro), y APEX (seis estrategias no restringidas para inversores de alto patrimonio, incluyendo capital privado y fondos de cobertura).
SEI (NASDAQ: SEIC)와 Attivo Investments는 SEI의 Co-CIO 솔루션을 구현하고 확장 가능한 투자 서비스를 제공하는 전략적 파트너십을 발표했습니다. 이 파트너십은 Attivo의 내부 팀이 투자 접근 방식을 개발하도록 지원하며 비즈니스 성장도 지원하는 것을 목표로 하고 있습니다. 영국의 재량 관리 포트폴리오 서비스 시장은 상당한 성장을 보여주었으며, 2024년 9월 이전 12개월 동안 36%의 증가를 기록했습니다.
이 파트너십은 Attivo 고객을 위한 세 가지 포트폴리오 모델을 도입합니다: 저비용 (수동 투자로 이루어진 여섯 가지 보존 및 축적 전략), 코어 (보존, 축적 및 인출에 집중한 일곱 가지 전략), 그리고 APEX (사모펀드 및 헤지펀드를 포함한 고액 자산 투자자를 위한 여섯 가지 제약 없는 전략).
SEI (NASDAQ: SEIC) et Attivo Investments ont annoncé un partenariat stratégique pour mettre en œuvre la solution Co-CIO de SEI afin de proposer des services d'investissement évolutifs. Ce partenariat vise à soutenir l'équipe interne d'Attivo dans le développement d'approches d'investissement tout en fournissant un soutien à la croissance de l'entreprise. Le marché britannique des services de portefeuille gérés discrétionnairement a montré une croissance significative, avec une augmentation de 36% au cours des 12 mois précédant septembre 2024.
Le partenariat introduit trois modèles de portefeuille pour les clients d'Attivo : Coût Bas (six stratégies de préservation et d'accumulation utilisant des investissements passifs), Core (sept stratégies axées sur la préservation, l'accumulation et le retrait), et APEX (six stratégies sans contrainte pour les investisseurs fortunés, y compris le capital-investissement et les fonds spéculatifs).
SEI (NASDAQ: SEIC) und Attivo Investments haben eine strategische Partnerschaft angekündigt, um die Co-CIO-Lösung von SEI zu implementieren und skalierbare Investitionsdienstleistungen anzubieten. Ziel der Partnerschaft ist es, Attivos internes Team bei der Entwicklung von Investitionsansätzen zu unterstützen und gleichzeitig das Unternehmenswachstum zu fördern. Der britische Markt für diskretionär verwaltete Portfolioservices hat ein signifikantes Wachstum gezeigt, mit einem 36% Anstieg in den 12 Monaten vor September 2024.
Die Partnerschaft stellt drei Portfoliomodelle für die Kunden von Attivo vor: Niedrige Kosten (sechs Strategien zur Erhaltung und Ansammlung mit passiven Investitionen), Core (sieben Strategien, die sich auf Erhaltung, Ansammlung und Abhebung konzentrieren) und APEX (sechs uneingeschränkte Strategien für vermögende Investoren, einschließlich Private Equity und Hedgefonds).
- Strategic partnership enhances Attivo's investment management capabilities
- Access to three distinct portfolio models catering to different investor segments
- Operating in a growing market with 36% MPS asset growth in 12 months
- Integration of institutional-quality investment management solutions
- None.
Insights
The strategic partnership between SEI and Attivo Investments represents a notable development in the UK's managed portfolio services (MPS) landscape. The 36% growth in UK discretionary MPS assets over the past year signals robust market demand. The partnership introduces three distinct portfolio tiers:
The Low Cost series employs passive strategies, ideal for cost-conscious investors seeking market-tracking returns. The Core offering utilizes a manager-of-managers approach, balancing cost efficiency with professional expertise. The premium APEX tier targets high-net-worth individuals with access to alternative investments like private equity and hedge funds.
This tiered approach allows Attivo to serve diverse client segments while leveraging SEI's institutional infrastructure. The Co-CIO model should enhance operational efficiency and enable faster scaling of their investment management capabilities. The partnership's timing aligns with increasing demand for personalized investment solutions in the UK market.
SEI's Co-CIO solution represents a technological breakthrough in portfolio management scalability. The platform enables mass customization of investment strategies while maintaining operational efficiency - a important competitive advantage in today's wealth management landscape. By automating complex portfolio management tasks and regulatory compliance processes, the technology should significantly reduce operational overhead and minimize human error.
The platform's ability to support multiple investment approaches simultaneously - from passive to sophisticated alternative investments - demonstrates its architectural flexibility. This technological foundation positions Attivo to efficiently scale its AUM without proportional increases in operational costs. The integration of tax-aware trading capabilities in the Core strategies particularly stands out as a valuable feature for tax-sensitive clients.
SEI's Co-CIO Solution Supports Client-Centric Operating Structure, Provides Personalized Investment Experience and Enhances Efficiency
Assets in discretionary managed portfolio services (MPS) in the
Portfolio models available for Attivo's clients include:
- Low 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:
"Our collaboration with SEI—a backbone of the global financial services industry—is a testament to our commitment to delivering exceptional value to financial planners and their clients. In addition to their asset management capabilities, SEI's proposition leverages their expertise to help drive our growth.
"SEI's investment philosophy and operational framework aligns seamlessly with our culture of innovation and focus on client outcomes, ensuring that we are delivering impactful solutions from day one. We strongly believe this strategic partnership will enable Attivo to rapidly launch and scale an institutional-quality investment management business focused on what matters most to our clients."
Ian Love, Head of Asset Management for EMEA at SEI, added:
"In today's economic environment, personalization and access are no longer the exception to meeting investors' financial goals—they're requirements. Our strategic partnership with Attivo Investments is rooted in a vision of innovation, investment excellence, and a focus on client centricity.
"Our Co-CIO approach empowers Attivo Investments to deliver personalized portfolios at scale, meeting the diverse needs of their financial planners' clients. We're thrilled to help drive positive client outcomes, support Attivo's mission and power their growth."
1 NextWealth, MPS Proposition Comparison Report, Issue 9, December 2024.
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
About Attivo Investments
Attivo Investments is a modern investment firm focused on goal-based investing, designed exclusively to support financial planners and their clients. Our portfolios align with financial planning goals such as preservation, accumulation, and withdrawal, ensuring investments address real-life objectives rather than theoretical models.
Through a strategic partnership with a global investment brand, we deliver institutional-grade expertise and access to world-class investment strategies. This partnership ensures our portfolios combine active management with affordability, offering exceptional value to financial planners and their clients.
Built with direct input from financial planners, our solutions are tailored to meet the needs of today's clients. Using a scalable and efficient operating model, we provide competitive, outcome-focused model portfolios that are simple, flexible, and aligned with Consumer Duty principles.
At Attivo, we are dedicated to empowering financial planners and helping their clients achieve their financial goals through smarter, more accessible and relatable investment solutions backed by global expertise.
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SOURCE SEI Investments Company
FAQ
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