SEI launches strategic portfolios on Ascentric

The link-up is designed to provide advisers with the opportunity to build long term growth and create a more efficient and profitable client status, says SEI. "Advisers increasingly recognise the value of outsourcing asset allocation, portfolio construction, and administration so that they can concentrate on advising existing clients, acquiring new clients, and growing their businesses," says SEI Global Wealth Services Mark Rockliffe. SEI says the strategic portfolios embrace its goals-based investment philosophy combining modern portfolio construction theory with behavioural finance ...