SEI Selected by Stephens Investment Management Group to Provide Integrated Middle Office Platform

29 November 2017

Services Designed To Support Complex Needs of Stephens’ Institutional Clientele

LONDON, 29 Nov. 2017 SEI (NASDAQ: SEIC) announced today that Stephens Investment Management Group, LLC (Stephens) has selected SEI’s integrated middle office operational platform to support its institutional and high-net-worth client business. Stephens specialises in domestic equity investment management, with a focus on small- and mid-capitalisation growth companies. Through its Investment Manager Services division, SEI supplies a customised operating platform and services to investment organisations around the world.

“We selected SEI because we needed an operating platform that offers state-of-the-art technologies, customised workflows, and proven operational processes to give us more transparency into our client’s portfolios.” - Michael Nolte, Stephens’ Chief Operating Officer

SEI’s platform offers Stephens a holistic view of their business with an operating infrastructure that incorporates leading-edge technologies, innovative workflows, document management capabilities, and customisations. All of these unique features will give them more insight into their investment process. SEI’s comprehensive operating platform will help Stephens reduce operating risks associated with sourcing and aggregating data from disparate systems, whilst removing the need for the firm to invest in costly technologies and infrastructure.

SEI will provide Stephens with trade processing, including: settlement, account administration, custodian reconciliation, investment accounting, performance measurement, internal management, and external end-client reporting. To enhance their end-client reporting capabilities and aggregate their data across portfolios, Stephens will use the SEI Manager Dashboard, a centralised desktop portal that gives them online access to their investment strategies and client portfolios 24/7, enabling them to make more informed and timely business decisions.

“We selected SEI because we needed an operating platform that offers state-of-the-art technologies, customised workflows, and proven operational processes to give us more transparency into our client’s portfolios,” said Michael Nolte, Stephens’ Chief Operating Officer. “We are passionate about our business, and pride ourselves on being very accessible and transparent to our clients – this operating platform will enhance both our investment and investor reporting capabilities even further.”>

"We are pleased to provide Stephens Investment Management Group with the technology and operational infrastructure they need to support their business,” said John Alshefski, Senior Vice President of SEI’s Investment Manager Services division. “Stephens takes great pride in providing their clients exemplary service, and we look forward to partnering with them to deliver the advanced technology, infrastructure, and professional expertise required to support their operations to the level they demand,” said Alshefski.

About SEI's Investment Manager Services Division

Investment Manager Services supplies investment organizations of all types with advanced operating infrastructure they must have to evolve and compete in a landscape of escalating business challenges. SEI’s award-winning global operating platform provides investment managers and asset owners with customized and integrated capabilities across a wide range of investment vehicles, strategies and jurisdictions. Our services enable users to gain scale and efficiency, keep pace with marketplace demands, and run their businesses more strategically. SEI presently partners with more than 300 asset owners and investment managers of traditional, alternative and hybrid structures representing $16.5 trillion in assets, including 36 of the top 100 managers worldwide. 

About SEI

SEI (NASDAQ:SEIC) is a leading global provider of investment processing, investment management, and investment operations solutions that help corporations, financial institutions, financial advisors, and ultra-high-net-worth families create and manage wealth. As of September 30, 2017, through its subsidiaries and partnerships in which the company has a significant interest, SEI manages, advises or administers $845 billion in hedge, private equity, mutual fund and pooled or separately managed assets, including $325 billion in assets under management and $516 billion in client assets under management. 

About Stephens Investment Management Group, LLC

Stephens Investment Management Group, LLC (“SIMG”) specializes in equity investment management focused on small and mid-capitalization growth companies. SIMG was established in 2005 as a registered investment advisor offering institutional separately managed accounts and sub-advisory services for a variety of clients. SIMG is a subsidiary of Stephens Investments Holdings, LLC. SIMG maintains offices in Little Rock, Arkansas and Houston, Texas. For additional information, visit www.stephensimg.com.

 

Services provided by SEI Investments – Global Fund Services Limited (Reg. in Dublin No. 242309), and its affiliates, which are all wholly owned subsidiaries of SEI Investments Company. SEI Investments – Global Fund Services Limited is authorised by the Central Bank of Ireland under the Investment Intermediaries Act of 1995.

This material is not directed to any persons where (by reason of that person's nationality, residence or otherwise) the publication or availability of this material is prohibited. Persons in respect of whom such prohibitions apply must not rely on this information in any respect whatsoever.