Attivo Investments Aligns with SEI for Advanced Investment Solutions

In a groundbreaking strategic partnership, SEI Investments, a renowned player in investment solutions, has joined forces with Attivo Investments to enhance Attivo's portfolio management services. Utilizing SEI's Co-Chief Investment Officer (Co-CIO) solution, Attivo aims to deliver superior, scalable investment services tailored to financial planners and their clients. This initiative is designed to help investors achieve their financial goals through innovative and efficient investment strategies. The collaboration comes amid a growing demand for managed portfolio services in the UK, which saw a 36% growth as of September 2024. SEI's Co-CIO framework supports this growth by ensuring investor priorities are central to decision-making. It provides several portfolio models, including low-cost, core, and APEX strategies, each catering to different investor needs with varying levels of complexity and involvement in asset classes like private equity and hedge funds. Leaders from both organizations expressed optimism about the partnership's potential to drive growth and deliver value by combining SEI's deep expertise with Attivo's client-focused approach. SEI, with $1.6 trillion in managed assets, commits to empowering Attivo with innovative, client-centric solutions.