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.