SEI Expands SMA and UMA Solutions with Suite of Equity and Fixed Income Strategies
SEI (NASDAQ: SEIC) has announced a new lineup of separately managed account (SMA) strategies through their Managed Account Solutions program. The expansion includes both SEI-managed strategies and third-party options from AllianceBernstein, Loomis Sayles, and Parametric Portfolio Associates. The new offerings span equity and fixed income solutions, targeting mass-affluent, high-net-worth, and ultra-high-net-worth investors. With SMAs showing a 24.4% growth rate in the managed account category, the expansion aims to provide advisors with enhanced personalization options and tax control capabilities through both SMA and unified managed account (UMA) solutions.
SEI (NASDAQ: SEIC) ha annunciato una nuova gamma di strategie di conti gestiti separatamente (SMA) attraverso il loro programma di Soluzioni per Conti Gestiti. L'espansione include sia strategie gestite da SEI che opzioni di terze parti provenienti da AllianceBernstein, Loomis Sayles e Parametric Portfolio Associates. Le nuove offerte comprendono soluzioni azionarie e a reddito fisso, rivolte a investitori con patrimonio mass-affluent, alto e ultra-alto. Con le SMA che mostrano un tasso di crescita del 24,4% nella categoria dei conti gestiti, l'espansione mira a fornire agli advisor opzioni di personalizzazione avanzate e capacità di controllo fiscale attraverso soluzioni SMA e conti gestiti unificati (UMA).
SEI (NASDAQ: SEIC) ha anunciado una nueva gama de estrategias de cuentas gestionadas por separado (SMA) a través de su programa de Soluciones de Cuentas Gestionadas. La expansión incluye tanto estrategias gestionadas por SEI como opciones de terceros de AllianceBernstein, Loomis Sayles y Parametric Portfolio Associates. Las nuevas ofertas abarcan soluciones de renta variable y de renta fija, dirigidas a inversores de patrimonio masivo, alto patrimonio neto y ultra alto patrimonio neto. Con las SMA mostrando una tasa de crecimiento del 24,4% en la categoría de cuentas gestionadas, la expansión tiene como objetivo proporcionar a los asesores opciones de personalización mejoradas y capacidades de control fiscal a través de soluciones SMA y cuentas gestionadas unificadas (UMA).
SEI (NASDAQ: SEIC)는 개별 관리 계좌(SMA) 전략의 새로운 라인업을 관리 계좌 솔루션 프로그램을 통해 발표했습니다. 확장에는 SEI에서 관리하는 전략뿐만 아니라 AllianceBernstein, Loomis Sayles 및 Parametric Portfolio Associates의 제3자 옵션이 포함됩니다. 새로운 제공은 주식 및 고정 수입 솔루션을 포괄하며, 중산층, 고액 자산가 및 초고액 자산가 투자자를 대상으로 합니다. 관리 계좌 카테고리에서 SMA가 24.4%의 성장률을 보이면서, 확장은 SMA 및 통합 관리 계좌(UMA) 솔루션을 통해 고문에게 맞춤형 옵션과 세금 관리 기능을 제공하는 것을 목표로 합니다.
SEI (NASDAQ: SEIC) a annoncé une nouvelle gamme de stratégies de comptes gérés séparément (SMA) à travers son programme de Solutions de Comptes Gérés. L'expansion comprend à la fois des stratégies gérées par SEI et des options de tiers provenant de AllianceBernstein, Loomis Sayles et Parametric Portfolio Associates. Les nouvelles offres englobent des solutions en actions et en revenu fixe, ciblant les investisseurs mass-affluent, à haute valeur nette et ultra-haute valeur nette. Avec les SMA affichant un taux de croissance de 24,4% dans la catégorie des comptes gérés, l'expansion vise à offrir aux conseillers des options de personnalisation améliorées et des capacités de contrôle fiscal à travers les solutions SMA et les comptes gérés unifiés (UMA).
SEI (NASDAQ: SEIC) hat eine neue Reihe von separat verwalteten Konto (SMA) Strategien im Rahmen ihres Programms für verwaltete Kontolösungen angekündigt. Die Erweiterung umfasst sowohl von SEI verwaltete Strategien als auch Drittanbieter-Optionen von AllianceBernstein, Loomis Sayles und Parametric Portfolio Associates. Die neuen Angebote umfassen Aktien- und Zinserlös-Lösungen, die sich an massenwohlhabende, hochvermögende und ultra-hochvermögende Anleger richten. Mit einem Wachstumsrate von 24,4% bei den verwalteten Konten soll die Erweiterung den Beratern verbesserte Personalisierungsoptionen und Steuerkontrollmöglichkeiten durch SMA- und einheitliche verwaltete Kontolösungen (UMA) bieten.
- Strong SMA growth rate of 24.4% in the managed account category
- Strategic expansion of investment options through partnerships with major firms
- Enhanced product diversification across equity and fixed income solutions
- Increased personalization and tax optimization capabilities for clients
- None.
Insights
The expansion of SEI's SMA and UMA offerings represents a strategic move to capitalize on the 24.4% growth rate in the SMA sector, the fastest-growing managed account category. The partnership with prestigious firms like AllianceBernstein, Loomis Sayles and Parametric significantly enhances SEI's market position in the high-net-worth space.
The new lineup addresses key market demands for tax optimization, personalization and direct indexing capabilities. These additions are particularly well-timed given the increasing advisor preference for customizable investment solutions. The diversification across equity and fixed income strategies, combined with both systematic and active approaches, strengthens SEI's competitive position in the wealth management technology sector.
The integration of third-party strategies alongside SEI-managed portfolios demonstrates a balanced approach to product development, potentially leading to increased assets under management and recurring fee revenue. This expansion could positively impact SEI's market share in the growing
New SEI-Managed and Third-Party Investment Options Further Bolster Flexibility for Advisors
Jim Smigiel, Chief Investment Officer and Head of SEI's Investment Management Unit, said:
"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."
With SMAs posting the strongest growth rate (
- 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.
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.
Erich Holland, Head of Client Experience for SEI's Advisor business, said:
"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.
"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."
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,
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
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