{"id":508270,"date":"2021-06-30T09:04:31","date_gmt":"2021-06-30T13:04:31","guid":{"rendered":"https:\/\/www.marketnewsdesk.com\/index.php\/sei-american-funds-strategies-expands-with-u-s-focused-offerings\/"},"modified":"2021-06-30T09:04:31","modified_gmt":"2021-06-30T13:04:31","slug":"sei-american-funds-strategies-expands-with-u-s-focused-offerings","status":"publish","type":"post","link":"https:\/\/www.marketnewsdesk.com\/index.php\/sei-american-funds-strategies-expands-with-u-s-focused-offerings\/","title":{"rendered":"SEI American Funds Strategies Expands with U.S.-Focused Offerings"},"content":{"rendered":"<div class=\"xn-newslines\">\n<h2 class=\"xn-hedline\">Strategic Partnership with Capital Group Enhances Investment Personalization<\/h2>\n<p class=\"xn-distributor\">PR Newswire<\/p>\n<\/p><\/div>\n<div class=\"xn-content\">\n<p>\n        <span class=\"xn-location\">OAKS, Pa.<\/span>, <span class=\"xn-chron\">June 30, 2021<\/span> \/PRNewswire\/ &#8212;\u00a0SEI (NASDAQ: SEIC) today announced the expansion of its strategic partnership with Capital Group<sup> \u00ae<\/sup>, home of American Funds<sup>\u00ae<\/sup>, adding U.S.-focused strategies to the SEI American Funds<sup>\u00ae<\/sup> Strategies family. The new solutions provide greater investment flexibility for independent advisors through the SEI Wealth Platform<sup>SM <\/sup>(Platform). <\/p>\n<p>&#8220;Advisors are experiencing a paradigmatic shift as clients increasingly seek transparent, personalized solutions to achieve their investment goals,&#8221; said J. Womack, Managing Director of Investment Products and Services for Independent Advisor Solutions by SEI. &#8220;We&#8217;re excited to enhance the SEI American Funds Strategies, pairing Capital Groups&#8217; goals-based investment approach with our investment philosophy and end-to-end advisor technology Platform. The seamless delivery of multi-asset solutions with technology provides greater control for our clients pursuing investors&#8217; evolving financial goals.&#8221;<\/p>\n<p>Complementing the existing global-oriented line-up, the expansion includes new solutions that emphasize allocations to U.S. companies across risk tolerances and common investment objectives, including growth, stability and income. Together, they allow advisors to choose between U.S.-focused and global exposures in order to more effectively help achieve clients&#8217; financial goals. <\/p>\n<p>&#8220;We are delighted to extend our strategic partnership with SEI and grow the SEI American Funds Strategies family in order to continue helping improve people&#8217;s lives through successful investing,&#8221; said <span class=\"xn-person\">Bill Brady<\/span>, Senior Vice President and Head of Wealth Management Distribution at Capital Group. &#8220;These strategies, which are grounded in our shared organizational values and core belief in a long-term, goals-based approach to investing, provide valuable options for financial professionals and their clients across the risk spectrum.&#8221;<\/p>\n<p>\n        <a target=\"_blank\" href=\"https:\/\/c212.net\/c\/link\/?t=0&amp;l=en&amp;o=3213549-1&amp;h=1394952066&amp;u=https%3A%2F%2Fseic.com%2Fnewsroom%2Fsei-launches-sei-american-fundsr-strategies-independent-advisors%3Futm_source%3Duswire%26utm_medium%3Dpressrelease%26utm_campaign%3D210320_ADV21_US_americanfundsus&amp;a=Launched+in+June+2020\" rel=\"nofollow noopener\">Launched in <span class=\"xn-chron\">June 2020<\/span><\/a>, the SEI American Funds Strategies\u00a0support a transparent and cost-effective goals-based wealth management approach, offering broad diversification across a variety of asset classes. They use a core selection of American Funds accessed through low-cost F-3 shares and are securely held in the SEI Private Trust Company. With SEI&#8217;s Investment Management Unit&#8217;s\u00b9 investment oversight and asset allocation approach, as well as American Funds&#8217; objectives-based mutual funds, the portfolios provide scale and efficiency for advisors guiding their clients in the pursuit of their financial goals. <\/p>\n<p>\n        <i><br \/>\n          <sup>1<\/sup><br \/>\n        <\/i><br \/>\n        <i>SEI&#8217;s Investment Management Unit is a team within SEI Investments Management Corporation (SIMC), which serves as investment advisor.<\/i>\n      <\/p>\n<p>\n        <i>SIMC is the manager of the SEI American Funds Strategies. As such, SIMC is solely responsible for the fund selection and portfolio construction of the Strategies. <\/i>\n      <\/p>\n<p>\n        <i>Custody services provided by SEI Private Trust Company (SPTC), a federally chartered limited purpose savings association. SIMC and SPTC are wholly owned subsidiaries of SEI Investments Company (SEI).<\/i>\n      <\/p>\n<p>\n        <b>About Independent Advisor Solutions by SEI<\/b><br \/>\n        <br \/>Independent Advisor Solutions by SEI provides independent financial advisors with wealth management services through outsourced investment strategies, administration and technology services, and practice management programs. It is through these services that SEI helps advisors save time, grow revenues, and differentiate themselves in the market. With a history of financial strength, stability, and transparency, Independent Advisor Solutions has been serving the independent financial advisor market for more than 25 years, has 7,500 advisors who work with SEI, and <span class=\"xn-money\">$77.4 billion<\/span> in advisors&#8217; assets under management (as of <span class=\"xn-chron\">March 31, 2021<\/span>). Independent Advisor Solutions is a strategic business unit of SEI.\u00a0For more information, visit <a target=\"_blank\" href=\"https:\/\/c212.net\/c\/link\/?t=0&amp;l=en&amp;o=3213549-1&amp;h=2132566165&amp;u=https%3A%2F%2Fseic.com%2Fsolutions%2Fflexible-outsourced-business-solutions-independent-advisors%3Futm_source%3Duswire%26utm_medium%3Dpressrelease%26utm_campaign%3D210320_ADV21_US_americanfundsus&amp;a=seic.com%2Fadvisors\" rel=\"nofollow noopener\">seic.com\/advisors<\/a>.<\/p>\n<p \/>\n<p>\n        <b>About SEI<br \/><\/b>After 50 years in business, SEI (NASDAQ:SEIC) remains a leading global provider of investment processing, investment management, and investment operations solutions designed to help corporations, financial institutions, financial advisors, and ultra-high-net-worth families create and manage wealth. As of <span class=\"xn-chron\">March 31, 2021<\/span>, through its subsidiaries and partnerships in which the company has a significant interest, SEI manages, advises or administers approximately <span class=\"xn-money\">$1 trillion<\/span> in hedge, private equity, mutual fund and pooled or separately managed assets, including approximately <span class=\"xn-money\">$384 billion<\/span> in assets under management and <span class=\"xn-money\">$836 billion<\/span> in client assets under administration. For more information, visit <a target=\"_blank\" href=\"https:\/\/c212.net\/c\/link\/?t=0&amp;l=en&amp;o=3213549-1&amp;h=811652053&amp;u=https%3A%2F%2Fseic.com%2F%3Futm_source%3Duswire%26utm_medium%3Dpressrelease%26utm_campaign%3D210320_ADV21_US_americanfundsus&amp;a=seic.com\" rel=\"nofollow noopener\">seic.com<\/a>.<\/p>\n<p>\n        <b>About Capital Group<br \/><\/b>Celebrating its 90<sup>th<\/sup> anniversary in 2021, Capital Group, home of the American Funds, has been singularly focused on delivering superior results for long-term investors using high-conviction portfolios, rigorous research and individual accountability since 1931. As of <span class=\"xn-chron\">December 31, 2020<\/span>, Capital Group manages more than <span class=\"xn-money\">$2.3 trillion<\/span> in equity and fixed income assets for millions of individual and institutional investors around the world.<\/p>\n<p>The Capital Group companies manage equity assets through three investment groups. These groups make investment and proxy voting decisions independently. Fixed income investment professionals provide fixed income research and investment management across the Capital organization; however, for securities with equity characteristics, they act solely on behalf of one of the three equity investment groups.<\/p>\n<div>\n<table id=\"convertedTable6fa0\" cellspacing=\"0\" cellpadding=\"0\" border=\"0\" class=\"prnbcc\">\n<tr>\n<td class=\"prngen2\">\n<p class=\"prnews_p\">\n                <span class=\"prnews_span\"><br \/>\n                  <b><br \/>\n                    <u>Company Contact:<\/u><br \/>\n                  <\/b><br \/>\n                <\/span>\n              <\/p>\n<\/td>\n<td class=\"prngen2\">\n<p class=\"prnews_p\">\n                <span class=\"prnews_span\"><br \/>\n                  <u><br \/>\n                    <b>Media Contact:<\/b><br \/>\n                  <\/u><br \/>\n                <\/span>\n              <\/p>\n<\/td>\n<\/tr>\n<tr>\n<td class=\"prngen2\">\n<p class=\"prnews_p\">\n                <span class=\"prnews_span\">Leslie Wojcik<\/span>\n              <\/p>\n<\/td>\n<td class=\"prngen2\">\n<p class=\"prnews_p\">\n                <span class=\"prnews_span\">Kristina Pereira Tully\u00a0\u00a0 <\/span>\n              <\/p>\n<\/td>\n<\/tr>\n<tr>\n<td class=\"prngen2\">\n<p class=\"prnews_p\">\n                <span class=\"prnews_span\">SEI<\/span>\n              <\/p>\n<\/td>\n<td class=\"prngen2\">\n<p class=\"prnews_p\">\n                <span class=\"prnews_span\">Vested\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 <\/span>\n              <\/p>\n<\/td>\n<\/tr>\n<tr>\n<td class=\"prngen2\">\n<p class=\"prnews_p\">\n                <span class=\"prnews_span\">+1 610-676-4191<\/span>\n              <\/p>\n<\/td>\n<td class=\"prngen2\">\n<p class=\"prnews_p\">\n                <span class=\"prnews_span\">+1 650-464-0080\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 <\/span>\n              <\/p>\n<\/td>\n<\/tr>\n<tr>\n<td class=\"prngen2\">\n<p class=\"prnews_p\">\n                <span class=\"prnews_span\"><br \/>\n                  <a target=\"_blank\" href=\"mailto:lwojcik@seic.com\" class=\"prnews_a\" rel=\"nofollow noopener\">lwojcik@seic.com<\/a><br \/>\n                <\/span>\n              <\/p>\n<\/td>\n<td class=\"prngen2\">\n<p class=\"prnews_p\">\n                <span class=\"prnews_span\"><br \/>\n                  <a target=\"_blank\" href=\"mailto:kristina@fullyvested.com\" class=\"prnews_a\" rel=\"nofollow noopener\">kristina@fullyvested.com<\/a><br \/>\n                <\/span>\n              <\/p>\n<\/td>\n<\/tr>\n<\/table><\/div>\n<p>\u00a0<\/p>\n<p id=\"PURL\">\n        <img loading=\"lazy\" decoding=\"async\" title=\"Cision\" width=\"12\" height=\"12\" alt=\"Cision\" src=\"https:\/\/c212.net\/c\/img\/favicon.png?sn=PH28487&amp;sd=2021-06-30\" \/> View original content:<a id=\"PRNURL\" rel=\"nofollow\" href=\"https:\/\/www.prnewswire.com\/news-releases\/sei-american-funds-strategies-expands-with-us-focused-offerings-301323066.html\">https:\/\/www.prnewswire.com\/news-releases\/sei-american-funds-strategies-expands-with-us-focused-offerings-301323066.html<\/a><\/p>\n<p>SOURCE  SEI Investments Company<\/p>\n<\/p><\/div>\n<p>    <img decoding=\"async\" alt=\"\" src=\"https:\/\/rt.prnewswire.com\/rt.gif?NewsItemId=PH28487&amp;Transmission_Id=202106300900PR_NEWS_USPR_____PH28487&amp;DateId=20210630\" style=\"border:0px;width:1px;height:1px\" \/><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Strategic Partnership with Capital Group Enhances Investment Personalization PR Newswire OAKS, Pa., June 30, 2021 \/PRNewswire\/ &#8212;\u00a0SEI (NASDAQ: SEIC) today announced the expansion of its strategic partnership with Capital Group \u00ae, home of American Funds\u00ae, adding U.S.-focused strategies to the SEI American Funds\u00ae Strategies family. The new solutions provide greater investment flexibility for independent advisors through the SEI Wealth PlatformSM (Platform). &#8220;Advisors are experiencing a paradigmatic shift as clients increasingly seek transparent, personalized solutions to achieve their investment goals,&#8221; said J. Womack, Managing Director of Investment Products and Services for Independent Advisor Solutions by SEI. &#8220;We&#8217;re excited to enhance the SEI American Funds Strategies, pairing Capital Groups&#8217; goals-based investment approach with our investment philosophy and end-to-end advisor technology Platform. The &hellip; <\/p>\n<p class=\"link-more\"><a href=\"https:\/\/www.marketnewsdesk.com\/index.php\/sei-american-funds-strategies-expands-with-u-s-focused-offerings\/\" class=\"more-link\">Continue reading<span class=\"screen-reader-text\"> &#8220;SEI American Funds Strategies Expands with U.S.-Focused Offerings&#8221;<\/span><\/a><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[],"tags":[],"class_list":["post-508270","post","type-post","status-publish","format-standard","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.8 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>SEI American Funds Strategies Expands with U.S.-Focused Offerings - Market Newsdesk<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.marketnewsdesk.com\/index.php\/sei-american-funds-strategies-expands-with-u-s-focused-offerings\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"SEI American Funds Strategies Expands with U.S.-Focused Offerings - Market Newsdesk\" \/>\n<meta property=\"og:description\" content=\"Strategic Partnership with Capital Group Enhances Investment Personalization PR Newswire OAKS, Pa., June 30, 2021 \/PRNewswire\/ &#8212;\u00a0SEI (NASDAQ: SEIC) today announced the expansion of its strategic partnership with Capital Group \u00ae, home of American Funds\u00ae, adding U.S.-focused strategies to the SEI American Funds\u00ae Strategies family. The new solutions provide greater investment flexibility for independent advisors through the SEI Wealth PlatformSM (Platform). &#8220;Advisors are experiencing a paradigmatic shift as clients increasingly seek transparent, personalized solutions to achieve their investment goals,&#8221; said J. Womack, Managing Director of Investment Products and Services for Independent Advisor Solutions by SEI. &#8220;We&#8217;re excited to enhance the SEI American Funds Strategies, pairing Capital Groups&#8217; goals-based investment approach with our investment philosophy and end-to-end advisor technology Platform. 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The new solutions provide greater investment flexibility for independent advisors through the SEI Wealth PlatformSM (Platform). &#8220;Advisors are experiencing a paradigmatic shift as clients increasingly seek transparent, personalized solutions to achieve their investment goals,&#8221; said J. Womack, Managing Director of Investment Products and Services for Independent Advisor Solutions by SEI. &#8220;We&#8217;re excited to enhance the SEI American Funds Strategies, pairing Capital Groups&#8217; goals-based investment approach with our investment philosophy and end-to-end advisor technology Platform. 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