Investments

SEI Investments : Appoints New Trustee Director for the Grasp Belief

LONDON, Nov. 30, 2022 – SEI® (NASDAQ:SEIC) right this moment introduced that Natalie Winterfrost of LawDebenture (LawDeb) has been appointed as Trustee Director to SEI’s Grasp Trusts, with LawDeb added to the Board of the trustee firm, SEI Trustees Restricted. The totally unbiased Trustee Board’s Administrators oversee each of SEI’s Grasp Trusts. Allan Course, Chair of the Trustee, mentioned:

“We’re excited to welcome Natalie to the Trustee Board. Her trade expertise backed up by her deep understanding of the pension panorama will probably be invaluable as we proceed to work to get the most effective retirement outcomes for members.”

A Chartered Monetary Analyst, Winterfrost has greater than 25 years of expertise in funding consulting and asset administration. She has helped giant pension schemes tackle many complicated funding points, together with environmental, social, and governance (ESG) and Job Drive on Local weather-related Monetary Disclosures (TCFD).

Working collaboratively with the present Trustee Board, Winterfrost’s position will probably be basic in serving to SEI persistently enhance the retirement outcomes for the membership which continues to develop by new shopper wins and acquisitions.

Winterfrost mentioned:

“I stay up for leveraging my funding and asset administration expertise to deliver enhanced worth and focus todelivering higher retirement outcomes for the SEI Grasp Belief’s members.”


About SEI®

SEI (NASDAQ:SEIC) delivers expertise and funding options that join the monetary companies trade. With capabilities throughout funding processing, operations, and asset administration, SEI works with firms, monetary establishments and professionals, and ultra-high-net-worth households to resolve issues, handle change and assist defend assets-for progress right this moment and sooner or later. As of Sept. 30, 2022, SEI manages, advises, or administers roughly $1.2 trillion in belongings. For extra data, go to seic.com.


Concerning the SEI Grasp Belief

The SEI Grasp Belief supplies a fully-bundled answer for employers delivering outlined contribution (DC) schemes. An independently-assured DC provision, the Grasp Belief encompasses funding administration, member communications and administration, in addition to utilises a manager-of-managers platform established over 25 years in the past and overseen by greater than 100 in-house funding consultants. With its world scale and 15-year heritage as one of many first U.Ok. Grasp Belief suppliers, the SEI Grasp Belief provides customised options and a whole member journey, guiding members by retirement and past.


About SEI’s Institutional Group

SEI’s Institutional Group supplies shoppers with quite a lot of options aligned with their funding implementation preferences. As one of many first and largest suppliers of outsourced funding administration companies, SEI’s Outsourced CIO (OCIO) platform helps institutional buyers who delegate funding administration choices by a versatile implementation mannequin. SEI’s Enhanced CIO (ECIO) platform helps inner funding groups by SEI Novus, a worldwide portfolio intelligence device and SEI’s complete funding processing, shadow accounting, and knowledge and workflow administration choices. Greater than 465 institutional shoppers make the most of these built-in options worldwide as of Sept. 30, 2022. For extra data, go to www.seic.com/establishments.

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