Connect with us

Technology

Attivo Investments Adopts SEI’s Co-CIO Solution

Published

14 hours ago

on

SEI’s Co-CIO Solution Supports Client-Centric Operating Structure, Provides Personalized Investment Experience and Enhances Efficiency

LONDON, Jan. 8, 2025 /PRNewswire/ — SEI® (NASDAQ: SEIC) and Attivo Investments today announced a strategic partnership, leveraging SEI’s Co-CIO solution to deliver cutting-edge, scalable, and efficient investment services tailored to advisers and their clients. SEI will support Attivo Investments’ in-house team in developing a sophisticated investment approach for advisers to help investors meet their financial goals, as well as providing business support to help power Attivo Investments’ growth.

Assets in discretionary managed portfolio services (MPS) in the U.K. have grown 36% in the 12 months prior to September 2024.1 A Co-CIO structure supports an MPS proposition by helping ensure an investor’s priorities drive every decision by blending strategic vision with operational execution—powered by technology and aligned with evolving regulations.

Portfolio models available for Attivo’s clients include:

Low Cost: Six strategies designed with a light goals-based framework focused on preservation and accumulation. These portfolios leverage passive investment building blocks to replicate market performance as it rises and falls. Constructed within a fund-of-funds structure, they provide a simple, transparent, and cost-effective solution for achieving long-term investment objectives.

Core: Seven strategies designed with a heavily goals-based framework focused on preservation, accumulation, and withdrawal. Utilizing a manager-of-managers approach, these portfolios focus on reducing trade frequency and capital gains tax realization, enabling greater efficiency. This strategy blends cost efficiency with access to elite investment expertise.

APEX: Six unconstrained strategies designed for high-net-worth and experienced investors and focused on preservation and accumulation. This strategy includes additional asset classes, such as private equity or hedge funds, providing more flexibility and higher potential returns.

Commenting on the strategic partnership, Charlotte Watson, Chief Investment Officer at Attivo Investments, said:

“Our collaboration with SEI—a backbone of the global financial services industry—is a testament to our commitment to delivering exceptional value to financial planners and their clients. In addition to their asset management capabilities, SEI’s proposition leverages their expertise to help drive our growth.

“SEI’s investment philosophy and operational framework aligns seamlessly with our culture of innovation and focus on client outcomes, ensuring that we are delivering impactful solutions from day one. We strongly believe this strategic partnership will enable Attivo to rapidly launch and scale an institutional-quality investment management business focused on what matters most to our clients.”

Ian Love, Head of Asset Management for EMEA at SEI, added:

“In today’s economic environment, personalization and access are no longer the exception to meeting investors’ financial goals—they’re requirements. Our strategic partnership with Attivo Investments is rooted in a vision of innovation, investment excellence, and a focus on client centricity.

“Our Co-CIO approach empowers Attivo Investments to deliver personalized portfolios at scale, meeting the diverse needs of their financial planners’ clients. We’re thrilled to help drive positive client outcomes, support Attivo’s mission and power their growth.”

1 NextWealth, MPS Proposition Comparison Report, Issue 9, December 2024.

About SEI®
SEI (NASDAQ:SEIC) delivers technology and investment solutions that connect the financial services industry. With capabilities across investment processing, operations, and asset management, SEI works with corporations, financial institutions and professionals, and ultra-high-net-worth families to help drive growth, make confident decisions, and protect futures. As of Sept. 30, 2024, SEI manages, advises, or administers approximately $1.6 trillion in assets. For more information, visit seic.com.

About Attivo Investments
Attivo Investments is a modern investment firm focused on goal-based investing, designed exclusively to support financial planners and their clients. Our portfolios align with financial planning goals such as preservation, accumulation, and withdrawal, ensuring investments address real-life objectives rather than theoretical models.

Through a strategic partnership with a global investment brand, we deliver institutional-grade expertise and access to world-class investment strategies. This partnership ensures our portfolios combine active management with affordability, offering exceptional value to financial planners and their clients.

Built with direct input from financial planners, our solutions are tailored to meet the needs of today’s clients. Using a scalable and efficient operating model, we provide competitive, outcome-focused model portfolios that are simple, flexible, and aligned with Consumer Duty principles.

At Attivo, we are dedicated to empowering financial planners and helping their clients achieve their financial goals through smarter, more accessible and relatable investment solutions backed by global expertise.

Company Contact: 

Media Contact:

Leslie Wojcik                 

Kerry Mullen

SEI                                                                                                       

Vested

+1 610-676-4191                                                                  

+1 917-765-8720

lwojcik@seic.com                                                                         

kerry@fullyvested.com

 

View original content to download multimedia:https://www.prnewswire.com/news-releases/attivo-investments-adopts-seis-co-cio-solution-302346238.html

SOURCE SEI Investments Company

Related Topics:
Continue Reading
Click to comment

Leave a Reply

Your email address will not be published. Required fields are marked *

Technology

Changhong Spotlights AI Innovations at CES 2025, Asserting Global Leadership in Intelligent Technologies

Published

35 minutes ago

on

January 9, 2025

By

LAS VEGAS, Jan. 9, 2025 /PRNewswire/ — Changhong is thrilled to join CES 2025 in Las Vegas on January 7-10, showcasing an array of Al-enabled products, including smart TVs, refrigerators, air conditioners, a washer-dryer pair, and comprehensive smart home solutions. These innovations demonstrate the company’s commitment to merging cutting-edge technology with enhanced lifestyle features, highlighting its robust technical expertise and dedication to expanding its international presence.

Changhong Introduces Next-Generation Smart Home Appliances

At the exhibition, Changhong’s AI TV models, featuring the innovative Canghai Intelligent Agent, drew significant attention for their advanced interactivity, superior search functionality, and personalized services. The AI refrigerators impressed the visitors with their ability to reduce noise levels based on user proximity as well as to maintain optimal freshness and prevent frost build-up. The air conditioners equipped with AI-driven temperature and humidity controls ensure optimal comfort while reducing energy usage by up to 40%. Changhong’s Ozone Supreme Care Washer & Dryer Pair utilizes cutting-edge washing and drying technologies to ensure top-tier performance.

The company’s smart home system, customized to individual family needs, integrates proactive services, energy efficiency, security, privacy, and AI capabilities. This innovative solution enables families to achieve up to 20% in annual energy savings.

On January 8, during a concurrent event, Changhong’s premium brand CHiQ was awarded the prestigious “Global Smart Home Brands Top 10” by International Data Group (IDG), further cementing Changhong’s leadership in the global consumer electronics sector.

Accelerated International Expansion: Changhong Thrives in the World of Winter Sports

Changhong has embraced the growing popularity of winter sports, with its premium brand CHiQ partnering since 2023 with the International Ski Federation (FIS) Ski Jumping World Cup and the Deutscher Skiverband e.V. (DSV). In November 2024, Changhong announced its sponsorship of the FIS Snowboard and Freeski Big Air World Cup, reinforcing its vibrant and international brand image.

In June 2024, World Brand Lab valued the Changhong brand at 236.876 billion yuan (approx. USD 32.5 billion) in its list of China’s 500 Most Valuable Brands. Changhong ranked 53rd in Asia’s 500 Most Valuable Brands in September, and 283rd in the World’s 500 Most Valuable Brands in December.

Changhong’s leadership is deeply committed to advancing its technological foundation and continuously pushing the boundaries of innovation. The company aims to further enhance the global consumer experience by providing even more convenient, comfortable, and intelligent lifestyle solutions.

Photo – https://mma.prnewswire.com/media/2594487/1.jpg

View original content:https://www.prnewswire.co.uk/news-releases/changhong-spotlights-ai-innovations-at-ces-2025-asserting-global-leadership-in-intelligent-technologies-302346874.html

Continue Reading

Technology

Minati Mohapatra Cycling Velodrome Inaugurated at KIIT-KISS Campus by Union Minister Mansukh Mandaviya

Published

36 minutes ago

on

January 9, 2025

By

BHUBANESWAR, India, Jan. 9, 2025 /PRNewswire/ — The Minati Mohapatra Cycling Velodrome was inaugurated today at the KIIT-KISS campus by the Union Minister of Youth Affairs and Sports, Mansukh Mandaviya. The velodrome is named in honor of Minati Mohapatra – Odisha’s first Arjuna Awardee in cycling.

Inaugurating the Velodrome, the Union Minister reflected on the significance of the occasion. “Today is an important day for me,” he said, “what I witnessed aligns with the dream of Prime Minister Narendra Modi – a nation where education and sports go hand in hand.”

Quoting Acharya Chanakya, the minister emphasized the importance of education in shaping a nation’s future. “I am satisfied that the country’s future is in the capable hands of educationists like Dr. Samanta. KIIT, KISS, and KIMS are nurturing students who will grow into responsible citizens. Wherever I go, I will share the best practices I observed here,” Mandaviya added.

Dr Samanta, Founder of KIIT (https://kiit.ac.in/), KISS (https://kiss.ac.in/), and KIMS (https://kims.kiit.ac.in/), expressed his gratitude for the minister’s visit and highlighted plans to double the sports infrastructure at KIIT and KISS in the coming years. “With the minister’s blessings, we aim to expand our facilities further and provide more opportunities for budding athletes,” he remarked.

Maninder Pal Singh, Secretary General of the Cycling Federation of India, lauded the minister’s passion for sports. “The minister is a cycling enthusiast himself, and his contribution to promoting sports across the country is remarkable,” he said.

Minati Mohapatra, visibly moved by the honour, expressed her gratitude. “I am speechless. People say Dr. Samanta is like a god to us. This is the greatest honor of my life,” she said.

KIIT Vice Chancellor Prof. Saranjit Singh highlighted the minister’s achievements during his tenure as Union Health Minister, and KISS Vice Chancellor Prof. Deepak Kumar Behera delivered the vote of thanks.

https://www.facebook.com/share/v/1AnQaQYZTn/

https://x.com/achyuta_samanta/status/1877011676085584240?t=6xAws1Tqjcoscx2vTR5LEw&s=08

Photo: https://mma.prnewswire.com/media/2594540/KIIT_Inauguration.jpg
Logo: https://mma.prnewswire.com/media/2234144/4867564/KIIT_Logo.jpg

 

View original content to download multimedia:https://www.prnewswire.com/in/news-releases/minati-mohapatra-cycling-velodrome-inaugurated-at-kiit-kiss-campus-by-union-minister-mansukh-mandaviya-302346876.html

Continue Reading

Technology

CHiQ Named Among the Global Smart Home Brands Top 10

Published

36 minutes ago

on

January 9, 2025

By

LAS VEGAS, Jan. 9, 2025 /PRNewswire/ — On January 8th, at a concurrent event during the CES 2025 in Las Vegas, CHiQ was honored as one of the Global Smart Home Brands Top 10 by International Data Group (IDG). This accolade highlights CHiQ’s outstanding performance in the smart home sector.

James Wu, General Manager of CHiQ International Brand Business Center said, “Being named one of the ‘Global Smart Home Brands Top 10’ is a significant acknowledgment of CHiQ’s international market standing. Looking ahead, CHiQ remains committed to delivering high-quality products and services globally.”

At CES, CHiQ showcased a range of AI-driven products, featuring its first AI TV and the 100-inch CHiQ AI Wallpaper TV, both offering personalized services via the advanced CHiQ Canghai Intelligent Agent. It also introduced an AI refrigerator that reduces noise and defrost issues, and an AI air conditioner that enhances comfort while cutting energy use by 40%. Additionally, the CHiQ Ozone Supreme Care Washer & Dryer Pair offers efficient washing and instant drying with advanced care features. The CHiQ Smart Home System integrates proactive service, energy efficiency, enhanced security, and AI technology, enabling users to save up to 20% on energy bills.

Since entering the international market in 2017, CHiQ has embodied the slogan “Smart with Style” in 2023, showcasing its dedication to innovative, stylish products. Now present in over 40 countries, CHiQ offers a diverse range, including TVs, refrigerators, air conditioners, and washing machines.

CHiQ has energized its brand through strategic partnerships with renowned athletes like Olympic skiing champion Andreas Wellinger and through sponsoring high-profile international sports events. The brand’s participation in the FIS Ski World Cup events and sponsorships of regional sports teams and events including Australia’s St. George Illawarra Dragons, South Korea’s Daegu FC, and the Terra Wortmann Open, have significantly boosted its global visibility. These initiatives have elevated CHiQ’s global presence and strengthened consumer engagement.

In 2024, CHiQ experienced remarkable growth, with European sales up over 30%. Australia saw a 40% increase, and Indonesia an impressive 55%. Meanwhile, Malaysia, Thailand, the Philippines, Latin America, and the Middle East, all reported significant revenue growth.

Looking to the future, CHiQ will continue to prioritize innovation, leveraging its exceptional products and services to deepen global consumer connections. The brand aims to usher in a new era of smart homes and set new benchmarks for smart living.

View original content to download multimedia:https://www.prnewswire.com/news-releases/chiq-named-among-the-global-smart-home-brands-top-10-302346878.html

SOURCE CHiQ

Continue Reading

Trending