EFront Alternative Investment Solutions

ACE & Company's Buyout Strategy Maintains Brisk Investment Pace, Completing Five New Investments in 2023

Retrieved on: 
Tuesday, September 5, 2023
Private equity, Politics, Private equity in the 2000s, Citi Private Bank, Investment, ACE, Free Enterprise Fund v. Public Company Accounting Oversight Board, EFront Alternative Investment Solutions, Fund, Forum, Rail transport, Financial services

In the first half of 2023, ACE Buyout completed five new investments from its two most recent funds.

Key Points: 
  • In the first half of 2023, ACE Buyout completed five new investments from its two most recent funds.
  • ACE Buyout IV (Fund IV), launched in 2020, closed its twenty-ninth and final investment in Q2 of this year, completing its investment deployment on schedule.
  • ACE Buyout V (Fund V) held its first closing in Q2 2023 and immediately began deploying capital.
  • ACE Buyout leverages its team's deep sponsor network and sector expertise while harnessing intellectual capital across ACE's various global businesses.

SEI Enhances Personalized Investor Experience with Values Questionnaire and Reporting Solution

Retrieved on: 
Monday, August 7, 2023
SEI, Asset management, Personality, Growth, EFront Alternative Investment Solutions, Partnership, VQ, Family, Financial adviser, Cryptocurrency

OAKS, Pa., Aug. 7, 2023 /PRNewswire/ -- SEI® (NASDAQ:SEIC) today announced the launch of the Values Questionnaire (VQ) and Impact Report through a strategic partnership with YourStake, a top-rated1 financial advisor solution for environmental, social, and governance, faith-based, and values-based investing. The VQ empowers financial advisors utilizing the SEI Wealth PlatformSM to understand a client's top values in order to facilitate personalized portfolio research.

Key Points: 
  • The VQ empowers financial advisors utilizing the SEI Wealth PlatformSM to understand a client's top values in order to facilitate personalized portfolio research.
  • The VQ creates a Values Persona for an individual investor by identifying personality categories based on actions an individual considers in their daily life.
  • The Values Persona helps advisors customize investment portfolios according to their client's personal values.
  • We're thrilled to match our application with SEI's connected wealth experience as we work together to build a financial future that is sustainable."

SEI Enhances Suite of Strategies Featuring Dimensional with U.S. Focused and Tax-Managed Offerings

Retrieved on: 
Thursday, June 29, 2023
Science, SEI, ETF, EFront Alternative Investment Solutions, Investment, Dimensional Fund Advisors, Financial adviser, Financial services, Dimension

OAKS, Pa., June 29, 2023 /PRNewswire/ -- SEI® (NASDAQ: SEIC) today announced the addition of three sets of strategies to its suite of model portfolios using ETFs managed by Dimensional Fund Advisors (Dimensional). Building upon the existing set of models, SEI Strategies featuring Dimensional, the full set of strategies now consists of 24 models, comprised of four sets of six model portfolios across a broad range of investment objectives and risk profiles. The new strategy sets include:

Key Points: 
  • OAKS, Pa., June 29, 2023 /PRNewswire/ -- SEI® (NASDAQ: SEIC) today announced the addition of three sets of strategies to its suite of model portfolios using ETFs managed by Dimensional Fund Advisors (Dimensional).
  • Building upon the existing set of models, SEI Strategies featuring Dimensional, the full set of strategies now consists of 24 models, comprised of four sets of six model portfolios across a broad range of investment objectives and risk profiles.
  • The new strategy sets include:
    Launched in 2022 , the SEI Strategies featuring Dimensional seamlessly blend SEI's disciplined investment approach and connective technology with Dimensional's ETFs to create strategies that are grounded in an investor's goals and decades of economic theory.
  • SEI constructing these models with Dimensional ETFs highlights our shared goal to deliver a better wealth management experience through efficient, well-diversified, and systematic portfolios for their clients."

Retirement saving takes a backseat for cash-strapped Canadians

Retrieved on: 
Wednesday, June 28, 2023
Insurance, Senior, Life, Workplace, Wealth, Woman, Sun Life Financial, Retirement, Risk, EFront Alternative Investment Solutions, Financial adviser, Health insurance, Management

With the pinch being felt across Canada, saving for retirement is taking a backseat for many.

Key Points: 
  • With the pinch being felt across Canada, saving for retirement is taking a backseat for many.
  • Sun Life's 2023 Designed for Savings report paints a clear picture on how Canadians are saving for retirement.
  • The benchmark report uses data from 1.4 million Sun Life group retirement plan members to identify workplace savings trends in Canada.
  • When it comes to saving for the future, here's how cash-strapped Canadians are faring:
    Inflation is hurting members who are mid-career and their ability to save for the future.

LPL Financial Welcomes New Chief Analytics and Data Officer to Amplify Artificial Intelligence Initiatives

Retrieved on: 
Thursday, May 25, 2023
Growth, EFront Alternative Investment Solutions, Head, LPL, History, Social media, LPL Financial, Financial adviser

CHARLOTTE, N.C, May 25, 2023 (GLOBE NEWSWIRE) -- LPL Financial announced the appointment of Vivek Pappu to the Investor and Investment Solutions team as executive vice president and chief analytics and data officer.

Key Points: 
  • CHARLOTTE, N.C, May 25, 2023 (GLOBE NEWSWIRE) -- LPL Financial announced the appointment of Vivek Pappu to the Investor and Investment Solutions team as executive vice president and chief analytics and data officer.
  • He reports to LPL’s Managing Director and Chief Product Officer, Kabir Sethi.
  • “I’m thrilled to join LPL and the Investor and Investment Solutions team at this time of rapid growth,” added Pappu.
  • I look forward to applying my expertise in commercializing innovative data solutions to help advisors build better futures for themselves and their clients.”

SEI Adds Tax-Managed Strategies to Suite of Models Featuring Capital Group

Retrieved on: 
Tuesday, May 16, 2023
ETF, Senior, American Fund for French Wounded, Capital Group Companies, Capital, National accounts, SEI, EFront Alternative Investment Solutions, Cryptocurrency, Financial services

OAKS, Pa., May 16, 2023 /PRNewswire/ -- SEI® (NASDAQ:SEIC) today announced the addition of two tax-managed strategies to its suite of models featuring Capital Group®. The SEI Tax-Managed Strategies and SEI U.S. Focused Tax-Managed Strategies—both with the American Funds®—deliver the ability to actively tax-loss harvest and offer flexible investment solutions across a range of asset allocations. These strategies replace previous tax-sensitive versions and will be part of hybrid models that combine Capital Group exchange traded funds and American Funds mutual funds designed to maximize tax-efficient equity exposure and tax-advantaged income.

Key Points: 
  • OAKS, Pa., May 16, 2023 /PRNewswire/ -- SEI ® (NASDAQ:SEIC) today announced the addition of two tax-managed strategies to its suite of models featuring Capital Group®.
  • The SEI Tax-Managed Strategies and SEI U.S.
  • These strategies replace previous tax-sensitive versions and will be part of hybrid models that combine Capital Group exchange traded funds and American Funds mutual funds designed to maximize tax-efficient equity exposure and tax-advantaged income.
  • "Our collaboration with Capital Group enables us to offer SEI Strategies featuring American Funds and their ETFs, which combines SEI's deep expertise in asset allocation and tax management with the trusted and iconic brand of the American Funds.

AssetMark Launches First Trust Investment Strategies for Financial Advisors

Retrieved on: 
Thursday, May 11, 2023
AIB (NI), Uncertainty, ETF, CFA, EVP, Trust, First, AMK, EFront Alternative Investment Solutions, NYSE, Financial adviser, Security (finance)

“First Trust is known for providing trusted investment products and advisory services as well as for their focus on the needs of financial professionals and their clients,” said David McNatt, EVP of Investment Solutions for AssetMark.

Key Points: 
  • “First Trust is known for providing trusted investment products and advisory services as well as for their focus on the needs of financial professionals and their clients,” said David McNatt, EVP of Investment Solutions for AssetMark.
  • First Trust Diversified Low Duration Fixed Income: Seeks to generate income above low duration core bonds by allocating globally across sectors.
  • “At First Trust, we recognize the enormous value that financial advisors provide to their clients, especially during periods of economic turbulence and uncertainty,” said Ryan Issakainen, CFA, ETF Strategist for First Trust Advisors.
  • “The strategies now available on the AssetMark platform provide a simple and efficient way for advisors to tap into First Trust’s best intellectual capital and unique, innovative ETFs, as they develop long-term strategies to help their clients reach their financial goals.”

Evooq and Titanbay Announce Private Markets Partnership for Private Banks and Wealth Managers

Retrieved on: 
Wednesday, May 10, 2023
Professional Services, Data Management, Technology, Finance, Software, Banking, Ecosystem, EFront Alternative Investment Solutions, Partnership, Head, Financial services, Cryptocurrency, Financial adviser

Evooq, the Swiss-based wealth management software services company specialising in risk analytics, portfolio construction, and advisory platforms, and Titanbay, the private markets investment platform for sophisticated investors, have announced a partnership to provide a comprehensive private markets solution to private banks and wealth managers.

Key Points: 
  • Evooq, the Swiss-based wealth management software services company specialising in risk analytics, portfolio construction, and advisory platforms, and Titanbay, the private markets investment platform for sophisticated investors, have announced a partnership to provide a comprehensive private markets solution to private banks and wealth managers.
  • The joint proposition will support private banks and wealth managers by simplifying investing in private markets for a wider client-set through an institutional level of access, reduced investment minimums and a digital platform that provides full flexibility and control.
  • Titanbay’s platform provides unparalleled access to top-tier private markets funds across vintages, strategies and geographies, allowing investors to build thoughtful and sophisticated private markets portfolios.
  • The partnership comes as abrdn’s Stuart McGlynn joins Titanbay as Head of Intermediary Sales, leading Titanbay’s relationships with private banks and wealth managers across Europe and the UK.

Forge Announces First Private Market Index Based on Active Trading and Liquidity Data

Retrieved on: 
Thursday, May 4, 2023
Professional Services, Technology, Data Analytics, Finance, Software, Asset Management, Index, EFront Alternative Investment Solutions, Analytics, SVP, Multimedia, NYSE, Cryptocurrency, Forge

View the full release here: https://www.businesswire.com/news/home/20230504005304/en/

Key Points: 
  • View the full release here: https://www.businesswire.com/news/home/20230504005304/en/
    The Forge Private Market Index marks a new milestone for Forge and the private market more broadly, as Forge leverages its 13 years of private market trading data and experience to enable investors to better measure their investment returns and gain insights on late-stage, venture-backed companies.
  • With the launch of the Forge Private Market Index, Forge is doubling down on its position as a leader in private market data and investment solutions to help investors analyze and gain insights into this growing asset class,” said Kelly Rodriques, CEO of Forge.
  • With our trading experience and extensive pricing data, Forge is uniquely positioned to create the Forge Private Market Index for investors to use as a benchmark for venture-backed, actively traded private companies.”
    The Forge Private Market Index is priced daily and updated weekly on forgeglobal.com.
  • All private market participants can view the index on Forge’s website and see regular insights and content from Forge regarding the Forge Private Market Index.

SEI Evolves Leadership with Focus on Strategic Growth

Retrieved on: 
Friday, April 21, 2023
Private equity, Senior, Head, IMS, SEI, EFront Alternative Investment Solutions, Investment, News, Management, Financial adviser, Cipriano

OAKS, Pa., April 21, 2023 /PRNewswire/ -- SEI® (NASDAQ: SEIC) today announced leadership changes to execute against its strategic focus on transforming growth, investing in talent, and reigniting the company's culture.

Key Points: 
  • OAKS, Pa., April 21, 2023 /PRNewswire/ -- SEI® (NASDAQ: SEIC) today announced leadership changes to execute against its strategic focus on transforming growth, investing in talent, and reigniting the company's culture.
  • Jay Cipriano will be Executive Vice President and Head of SEI's Institutional business.
  • Cipriano was most recently Senior Vice President and Head of SEI's Alternatives business, serving our U.S.-based alternative investment manager clients within the Investment Managers business.
  • Chad Longenecker will be Head of IMS' Strategic Growth Clients segment and will lead operations and relationship management.