#London #United Kingdom #SEI #Attivo Investments #Co-CIO Solution

Attivo Investments Partners with SEI: Elevating Financial Advisory Services

In a groundbreaking move aimed at transforming financial advisory services, Attivo Investments has forged a strategic partnership with SEI (NASDAQ: SEIC). This collaboration will leverage SEI's innovative Co-CIO solution, enhancing the way investment services are delivered to advisers and clients, with a focus on personalization and efficiency.

SEI’s Co-CIO solution is specifically designed to enable investment firms to better align their offerings with client priorities. By integrating this solution, Attivo Investments seeks to refine its investment approaches, supporting advisers in helping clients achieve tailored financial goals. This partnership also provides essential business support to fuel Attivo’s growth trajectory within the competitive investment landscape.

Recent statistics indicate a robust demand for discretionary managed portfolio services (MPS) in the U.K., which have surged by 36% over the last year. Such growth underscores the necessity for investment strategies that are not only effective but also flexible and responsive to client needs. The Co-CIO structure is pivotal in ensuring that investors' goals influence every aspect of decision-making, merging strategic vision with meticulous operational execution.

Portfolio Offerings Tailored for Client Needs

Attivo Investments will utilize various portfolio models underpinned by SEI's Co-CIO structure. Among them are:

1. Low Cost Portfolios: Featuring six strategies focused on a light goals-based approach, these portfolios emphasize capital preservation and gradual accumulation. Utilizing passive investment methodologies, they reflect market performance trends while maintaining cost-effectiveness through a fund-of-funds model.

2. Core Portfolios: Comprising seven strategies aimed at various financial stages—preservation, accumulation, and withdrawal—these portfolios employ a manager-of-managers structure to minimize capital gains taxes and trading frequency. This blend of strategies provides clients with both efficiency and access to top-tier investment management expertise.

3. APEX Strategies: For high-net-worth and seasoned investors, Attivo offers six unconstrained strategies that allow for additional asset class inclusion, such as private equity and hedge funds. This flexibility enables higher potential returns while still focusing on preservation and accumulation.

Strategic Insights from Leadership

Charlotte Watson, Chief Investment Officer at Attivo Investments, remarked on the significance of this collaboration, stating, "Our partnership with SEI—a cornerstone in the global financial services industry—demonstrates our commitment to providing outstanding value to financial planners and their clients. SEI's operational framework aligns seamlessly with our innovative culture and focus on client outcomes."

Likewise, Ian Love, Head of Asset Management for EMEA at SEI, emphasized the changing landscape of financial advising, noting that personalization is no longer optional in achieving client financial goals: "Our Co-CIO approach enables Attivo to deliver tailored portfolios at scale, enhancing the diverse needs of their clients. We look forward to fostering positive outcomes for Attivo's clientele and supporting their growth objectives."

Conclusion

By adopting SEI's Co-CIO solution, Attivo Investments is not just enhancing its service offerings; it’s committing to a more innovative, client-centered approach in the investment advisory space. This partnership is positioned to drive growth and effectiveness in investment strategies, ultimately leading to more satisfying financial outcomes for clients. As Attivo continues down this path, it remains dedicated to evolving its capabilities to meet real-world objectives for financial planners and the investors they serve.