Mutual Funds
Capitalize on the opportunities
Mutual fund and other pooled fund managers are facing:
- Volatile flows
- Margins under pressure
- Regulatory scrutiny
- Resource constraints
You need new ways to be competitive.
Now more than ever, fund organizations need the efficient operating capabilities and industry-spanning expertise SEI provides. We blend state-of-the-art technologies with in-depth knowledge of evolving best practices to offer you:
- A single outsourcing relationship to meet your infrastructure needs. Our array of capabilities and services would be prohibitively complex and costly for a single organization to manage on its own.
- Operating services -- accounting, administration, shareholder servicing, distribution, and compliance -- tailored to the requirements of specific pooled vehicles in the U.S. and other key domiciles.
- Enhanced business information spanning your entire enterprise, which lets you understand your business dynamics and helps manage risks across product structures.
- Support for your expansion into new or fast-growing product areas such as active exchange traded funds or collective investment trusts. We help you repackage your expertise for new distribution channels and launch new products.
With more than 25 years of experience and 800-plus pooled funds under administration, we let you focus on honing your investment disciplines and creating an exceptional client experience.
