Bringing you live news and features since 2006 

SEI partners with Inovéa Group to bring goals-based investing to France

RELATED TOPICS​

SEI has formed a strategic partnership with Inovéa, a France-based, independent network of advisers and consultants specialising in insurance, real estate and finance products, to launch six new European Strategic Portfolios (Euro SPs), each designed with a goals-based investment strategy.

Inovéa will utilise SEI GoalPortal, a bespoke technology solution, and be the exclusive provider of SEI’s end-to-end goals-based process to the retail adviser market in France.
 
“We are thrilled to work with Inovéa to provide a customised solution that begins with truly understanding their clients’ unique, interdependent needs and goals – financially and emotionally,” says Kevin Barr, Executive Vice President and Head of SEI’s Investment Management Unit and Asset Management Distribution Team. “As the first and only to offer our goals-based solution in France, Inovéa will utilise our process, investment strategy and technology to fundamentally change the way their advisers do business today.”
 
“Offering SEI’s goals-based approach and process as our sole solution will differentiate us, as we will be the only firm creating a lasting, intimate client experience while aligning investment strategies to our clients’ goals,” says Marc Rosticher, Co-Founder of Inovéa. “SEI’s dynamic solution will enable our advisers to engage our clients in an easy-to-use, interactive and collaborative process, as well as build client confidence that we are constructing portfolios that deliver on their future goals. We look forward to working with SEI to support our growth journey and gain a competitive advantage in our market.”
 
SEI’s goals-based client process provides advisers insight into the financial and non-financial aspects of their clients’ lives and enables them to uncover opportunities to offer clear, actionable and personalised advice. This process allows clients to communicate their concerns and goals, and advisers can customise portfolios that accommodate risk tolerance, maximise their ability to meet clients’ goals, and report meaningful and understandable financial insight for their clients. In addition to Inovéa, two other global SEI clients use GoalPortal to help end-investors identify and meet their investment needs and aspirations.
 

Latest News

Figment Europe, a provider of institutional staking infrastructure, writes that it is solidifying its presence in the heart of Europe’s..
Saving and investing app, Moneybox, has doubled the number of ETFs available on the platform, in the light of ‘growing..
Global X ETFs has announced the appointment of Ryan O'Connor as its Chief Executive Officer effective as of April 8, 2024. ..
Value-driven structured credit investing firm, Angel Oak Capital Advisors, LLC, has announced the completed conversions of two of its mutual..

Related Articles

Sal Esposito, Zacks Investment Management
Zacks Investment Management started doing investment research in 1978 and in 1992 started its investment management arm, initially with SMAs...
Jeremy Senderowicz, Vedder Price
Jeremy Senderowicz, a member of the Investment Services Group at law firm Vedder Price, has witnessed a steady upswing in...
Graham MacKenzie, Toronto Stock Exchange
The evolution of ETFs has been a multi-decade experience for Toronto Stock Exchange says Graham MacKenzie, managing director, Exchange Traded...
Frank Koudelka, State Street Global Services
ETF data provider and ETF Express data partner, Trackinsight, has published its Global ETF Survey 2024 Report: ‘50+ Charts on...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by