SEI Introduces the SEI Strategies Featuring Dimensional

Rhea-AI Summary

SEI (NASDAQ: SEIC) has launched the SEI Strategies featuring Dimensional, a suite of model portfolios using ETFs from Dimensional Fund Advisors. This initiative aims to enhance investment flexibility for independent advisors and registered investment advisors (RIAs) via the SEI Wealth Platform. The six model portfolios address various investment goals and risk levels, integrating SEI's asset allocation with Dimensional's ETFs. The partnership focuses on meeting growing investor demands for personalized wealth management.

Positive

• Introduction of six model portfolios enhances investment flexibility for advisors.
• Increased customization potential for client wealth management.
• Partnership with Dimensional Fund Advisors leverages their expertise in quantitative investing.

Negative

• None.

Collaboration Delivers More Investment Flexibility for Advisors

OAKS, Pa., June 28, 2022 /PRNewswire/ -- SEI® (NASDAQ: SEIC) today announced the launch of the SEI Strategies featuring Dimensional, a suite of model portfolios developed using ETFs managed by Dimensional Fund Advisors (Dimensional). The new investment solutions empower independent advisors and registered investment advisors (RIAs) to offer their clients greater investment flexibility and customized, goals-based wealth management through the SEI Wealth Platform^SM.   

The SEI Strategies featuring Dimensional include six model portfolios across a broad range of investment objectives and risk tolerances. The portfolios leverage SEI's asset allocation approach alongside Dimensional's ETFs to create strategies that deliver the ability for advisors to provide investment personalization, efficiency, and transparency.

J. Womack, Managing Director of Investment Products and Personalization for SEI's Advisor business, said:

"Investor demands for personalized investment advice continue to place pressure on advisors who must balance higher client expectations with their own needs for business growth. We're excited to partner with Dimensional Fund Advisors to provide expanded investment flexibility and maintain our shared focus on enabling investors to achieve their financial goals. Dimensional shares our deep belief in the capital markets' power and the need for a disciplined approach to investing. Integrating their expertise in quantitative, active factor investing with our suite of technology and investment solutions will further provide advisors with choice and a connected experience."  

Bryce Skaff, Co-head of the Global Client Group and Vice President at Dimensional, said:

"We are thankful SEI has opted to construct these models with Dimensional ETFs. These additional solutions in the marketplace offer advisors efficient access to Dimensional's investment approach in diversified models. The collaboration with SEI underscores our shared commitment to supporting advisors and helping them deliver personalized wealth management experiences for their clients."

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 solve problems, manage change and help protect assets—for growth today and in the future. As of March 31, 2022, SEI manages, advises, or administers approximately $1.3 trillion in assets. For more information, visit seic.com.

About Dimensional Fund Advisors

Dimensional is a leading global investment firm that has been translating academic research into practical investment solutions since 1981. Guided by a strong belief in markets, Dimensional helps investors pursue higher expected returns through a systematic investment process that integrates research insights with advanced portfolio design, management, and trading while balancing tradeoffs that can impact returns. Dimensional is headquartered in Austin, Texas, and has 14 global offices across North America, Europe, and Asia. As of March 31, 2022, Dimensional manages $659 billion for investors worldwide. For more information, please visit dimensional.com.

Company Contact:	Media Contact:
Leslie Wojcik	Kerry Mullen
SEI	Vested
+1 610-676-4191	+1 201-674-4185
lwojcik@seic.com	kerry@fullyvested.com

 

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SOURCE SEI Investments Company

FAQ

What are the SEI Strategies featuring Dimensional?

The SEI Strategies featuring Dimensional are a suite of model portfolios utilizing Dimensional Fund Advisors' ETFs, designed to enhance investment flexibility for advisors.

How many model portfolios are included in the SEI Strategies featuring Dimensional?

There are six model portfolios included in the SEI Strategies featuring Dimensional, catering to various investment objectives and risk tolerances.

When was the SEI Strategies featuring Dimensional launched?

The SEI Strategies featuring Dimensional were launched on June 28, 2022.

What is the purpose of the SEI Strategies featuring Dimensional?

The purpose is to provide independent advisors and RIAs with more investment flexibility and personalized wealth management options.

What is the significance of the partnership between SEI and Dimensional?

The partnership combines SEI's asset allocation approach with Dimensional's expertise in factor investing, enhancing investment choices for advisors.

What is the total amount of assets managed by SEI as of March 31, 2022?

As of March 31, 2022, SEI manages approximately $1.3 trillion in assets.