Investment Europe: SEI Partners with Inovea to Boost France Presence

Kevin Barr, Executive Vice President and Head of our Asset Management Distribution team and Investment Management Unit, sat down with Investment News to discuss our strategic partnership with Inovéa and the introduction of goals-based investing in France. Through this relationship, we launched and are managing six new European Strategic Portfolios (Euro SPs), each designed with a goals-based investment strategy.

He shares that Inovéa’s approach to wealth management, of working with clients and determining their financial objectives, is consistent with our own philosophy – one of the key reasons for the partnership deal.

"What we shared with them is not only 30 years of history and vision, but also...the tools we have developed over that time," says Barr.

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Investment in equity securities in general are subject to market risks that may cause their prices to fluctuate over time.
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