Products February 4, 2003

SEI Launches Managed Accounts Program

April 26, 2001 (PLANSPONSOR.com) - SEI Investments now provides managed accounts functionality to its clients with the added safeguard of its manager-of managers program.
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The Managed Accounts Program, which allows individually managed accounts to be combined with style-specific, multi-manager mutual funds, was designed to provide for portfolio customization and tax management.

Administration of the accounts is simplified by:

  • automatic quarterly rebalancing
  • full consolidated reporting platform
  • no proxies or confirms
  • annual tax letter
  • daily Internet account access.

While customized features include:

  • tax-efficient transitioning of individual securities
  • plus screening out securities or stock sectors for socially responsible reasons.

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