OAKS, PA — SEI® (NASDAQ: SEIC) has launched a series of new separately managed account (SMA) strategies through its Managed Account Solutions program. The move is aimed at enhancing flexibility within equity and fixed-income investment options while catering to the growing demand for personalization in wealth management.
The expanded lineup includes both SEI-managed strategies and offerings from notable global investment firms such as AllianceBernstein, Loomis Sayles, and Parametric Portfolio Associates. These strategies address the needs of mass-affluent, high-net-worth, and ultra-high-net-worth clients by delivering tailored solutions and increased tax control.
Jim Smigiel, SEI’s Chief Investment Officer and Head of the Investment Management Unit, emphasized the company’s commitment to innovation and collaboration. “We continue to integrate in-house expertise with premier third-party investment managers who share our commitment to innovation,” he said. “Expanding our SMA offerings reflects our dedication to providing advisors with differentiated investment solutions that offer personalized strategies and access to, in our opinion, world-class portfolio management. We believe these offerings will provide advisors with robust options to help their clients achieve long-term financial success.”
The new strategies span several categories. AllianceBernstein’s options include fixed-income solutions such as the AB Tax Aware™ Fixed Income SMA, while Loomis Sayles adds strategies like Core Plus Fixed Income Managed Account. Parametric expands its Custom Core® Equity lineup with a Global ex-U.S. ADR strategy, and SEI’s own additions include Systematic International Equity Core and Systematic Government Bond Core strategies.
According to Smigiel, SMAs—which allow investors to own customized portfolios managed by professional asset managers—have experienced rapid growth due to their ability to meet evolving client demands. Unified managed accounts (UMAs), which combine multiple strategies in a single account, further enhance this personalization and also streamline tax optimization for better after-tax results.
Erich Holland, Head of Client Experience for SEI’s Advisor business, highlighted the importance of these advancements. “These new additions to our rapidly growing SMA and UMA solutions reinforce SEI’s ongoing commitment to enhancing the advisor experience with solutions that align with the complexities of modern wealth management,” he said. “This launch underscores our commitment to listening to our clients’ needs, as they continue to deliver compelling options to investors in a streamlined framework.”
SEI’s focus on customization, technology, and client-centric service continues to empower advisors to provide tailored solutions. These new offerings reaffirm the company’s position as a leader in innovative wealth management tools.
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