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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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Image courtesy of Stuart Miles at

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