SEI Unveils New Direct Index and Factor Investment Strategies
SEI® (NASDAQ: SEIC) has announced a range of additional investment strategies to its Separately Managed Account (SMA) and Unified Managed Account (UMA) solutions offered through the Managed Account Solutions program.
SMArtX Advisory Solutions Expands Model Marketplace with 22 New Strategies from Four Leading Asset Management Firms
SMArtX Advisory Solutions ("SMArtX"), a leading innovator in managed accounts technology, has announced the addition of 22 new strategies from four leading asset management firms to its rapidly expanding Model Marketplace. SMArtX’s cutting-edge platform now offers 1,505 strategies from over 300 distinguished asset management firms.
intelliflo; How Technology & Outsourcing Can Help Overcome Common Challenges Of Active Rebalancing
Continuous, or active portfolio rebalancing, is emerging as the strategy of choice among many investors and financial experts. Many successful investors advocate for maintaining a disciplined approach to asset allocation, while numerous studies have shown that rebalanced portfolios tend to outperform those that are not.
Whether the markets are up or down, continuous portfolio rebalancing can be vital in keeping a portfolio within the right risk-reward ratio, as well as being an element of the value that an advisor can provide to their clients.