PlanSponsor: SEI Helps Institutional Investors Manage Investment Data
April 08, 2022 at 02:20 pm EDT
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SEI has announced their new functionality, Ledger, allowing asset owners to view, update and reconcile raw data within SEI's portfolio intelligence tool, SEI Novus, and the enhanced CIO platform. Key features of Ledger include:
Streamlined connectivity - SEI Novus gathers all relevant records from custodians, administrators and managers in one place.
Intuitive workflow - Users can easily update any balance, enter new transactions, and inspect audit trails of past changes.
Portfolio transparency - Users can inspect their aggregated data, as well as drill down into and slice their portfolio by many dimensions.
Ledger allows investment teams to derive powerful insights for making decisions and investing with confidence. Andrea Gentilini explains, "Ledger can improve clients' ability to improve portfolio accuracy, with the ability to inspect exposures and understand attribution and risk positions."
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Information provided by SEI Investments Management Corporation, a registered investment adviser and wholly owned subsidiary of SEI Investments Company (SEI). Neither SEI nor its subsidiaries is affiliated with any firms mentioned herein.
There are risks involved with investing including loss of principal. No investment strategy, including diversification, can protect against market risk or loss.
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SEI Investments Company published this content on 07 April 2022 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 08 April 2022 18:19:01 UTC.
SEI Investments Company provides technology and investment solutions that connect the financial services industry. Its segments include Private Banks, Investment Advisors, Institutional Investors, Investment Managers, and Investments in New Businesses. Its Private Banks segment provides outsourced investment processing and investment management platforms to banks and trust institutions, independent wealth advisers, and financial advisers worldwide. Its Investment Advisors segment provides investment management and investment processing platforms to affluent investors through a network of independent registered investment advisors, financial planners, and other investment professionals in the United States. The Institutional Investors segment provides outsourced chief investment officer solutions, including investment management and administrative outsourcing platforms to retirement plan sponsors, healthcare systems, higher education and other not-for-profit organizations worldwide.