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Series Trust

A Turnkey Solution

SEI is a leader for creating a unique solution for start-up or incubator mutual fund products. With SEI's Advisors' Inner Circle Fund sm , you can stop worrying and get back to managing money. The Advisors' Inner Circle Fund sm provides a cost-efficient structure to address every facet of a mutual fund's operations. 

 

The benefits of this solution are outlined below:

§    Established, experienced and largely independent Board of Trustees

§    Chief Compliance Officer (CCO) and CFO to the funds

§    Shared fund expenses (i.e., trustees, insurance, legal, audit)

§    Speed to market (90 to 120 days)

§    Lower costs for the organization (do not have to create new trust)

§    Exit provisions mean a fund can establish own trust in future (no proxy required)

§    Unique, fund-specific branding and marketing

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