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Model-based investment framework will help IWAs, says SEI

Adopting a model-based investment framework will help wealth management firms become independent wealth advisers, SEI has claimed.

In its second paper, The Ascent of Model-Based Investment Management, the wealth management firm says a model-based framework is key to transforming an existing wealth management business model to that of an independent wealth adviser.

Such frameworks include an adviser-driven allocation model, a fund model or unified manager account model.

By adopting this type of process, SEI says it increases efficiency, streamlines the investment process and reduces risk through consistency.

The paper says: “Adoption and utilisation of a models-based investment management process can play a significant role in the transformation of today’s wealth management firm into tomorrow’s independent wealth adviser.

“And given the growth imperative of today’s UK investment management industry, we believe a models-based investment process represents one of the most powerful business strategies available to grow the capital value of the firm.”

In its first paper, SEI discussed how a new business model, the IWA, is emerging as wealth managers respond to regulatory, economic and client-driven challenges.


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Value stocks have significantly underperformed growth stocks in Europe in the past decade. However, Rob Burnett, manager of the Neptune European Opportunities Fund, believes we are now approaching an inflection point. Watch the video below to find out more. In the video, Rob discusses: How low inflation and loose monetary policy since the global financial […]


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