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SEI Master Trust: celebrating 15+ years of investment excellence

26 April, 2023
clock 8 MIN READ
This is a marketing communication. For Institutional Investors only. Not suitable for further distribution.

 

2022 was a landmark year for the SEI Master Trust. Following the acquisition of Atlas—a master trust previously owned by pensions administrator, Capita—we grew in assets under management (AUM), whilst simultaneously enhancing our member proposition.  

In this article, we celebrate our heritage as a master trust provider. We look back at some of our milestone achievements, reflecting specifically on the investment expertise that has helped shape our off-the-shelf default strategy.

What does running an ‘investment-led’ master trust entail? And what could this focus help your scheme achieve?

Becoming the UK’s first commercial investment-led master trust

Our unique heritage

Founded in 2007, we are considered one of the UK’s longest-standing commercial master trusts. With over 150 clients and nearly £2 billion in AUM,1 we provide employers with an end-to-end solution, encompassing everything from investment management and member communication through to administration and governance.

Our mantra, ‘trusted to deliver better member outcomes’, underpins everything we do, acknowledging the pivotal role we play in helping people all over the UK retire better. Ultimately, we believe it is our responsibility to enrich the lives of our members in the fullest sense—by targeting outcomes that benefit not just them, but the society to which they are part.

As investors, our story has been decades in the making. 

1Source: SEI, as at 31 March 2023

 

Our journey