Client Value Proposition

With a clear understanding of your business goals, current structure and critical success factors, we can help map your business strategy against existing internal structures and processes, resulting in a corporate understanding of your plan for strategy fulfilment.

This starts with defining the value proposition for your own clients:

• How are you structured to attract and retain your chosen clients?
• What is it about your offering that differentiates you?
• How do your relationship managers service clients today, and is this a consistent model?
• Does your current product range align against the new lifestyles, demands and behaviours of wealthy clients?
• Are your models for implementing these solutions scalable?

SEI's client-facing technologies and investment programmes can help redefine your proposition to your clients, reorient your business to deliver against that proposition and deliver solutions that are designed to result in increased efficiency and profit.

Goals-based Investing

By employing a goals-based approach, you can have the ability to create an advice model that delivers both what your customers want and what they need. SEI’s goals-based-investing philosophy and services offering has the ability to help you improve the way you help your clients:

• Manage client relationships more holistically
• Understand all of the inputs into your clients' wealth strategies
• Design and implement specific investment strategies that support the life goals of your clients

Financial Solutions

In keeping with SEI's innovative approach, goals-based portfolios are the latest in an evolution of portfolio management – we believe an evolution towards better ways of managing money for individuals. SEI's primary research into this area investigates how to integrate behavioural finance and traditional finance in the development of goals-based solutions.

Guided by these studies and leveraging Nobel Prize winning research by leading behavioural finance theorists, SEI has developed goals-based investment strategies for investors.

SEI's goals-based investment philosophy has three fundamental tenets:

• We recognise that each individual client has their own unique set of goals, and specific portfolio allocations are required in order to achieve these goals. These portfolio allocations will vary depending upon the nature of the goal itself.
• We believe that diversification across a variety of asset classes is imperative in creating consistency of performance. Each individual asset class has its own unique risk and return characteristics. We evaluate each asset class at the characteristic level in order to assist in determining the appropriateness for inclusion or exclusion in each portfolio.
• We have a rigorous and thorough portfolio monitoring process that is designed to ensure high quality, repeatable results for our investment process.