SEI (NASDAQ:SEIC) is a leading global provider of investment processing, investment management, and investment operations solutions that help corporations, financial institutions, financial advisors, and ultra-high-net-worth families create and manage wealth. As of March 31, 2016, through its subsidiaries and partnerships in which the company has a significant interest, SEI manages or administers $684 billion in mutual fund and pooled or separately managed assets, including $265 billion in assets under management and $419 billion in client assets under administration. For more information, visit seic.com.
Click here to read FRT’s press release announcing the partnership.
Allen Partners was formed in 2009 to address the growing need for leading global asset managers to be appropriately represented in Australia and New Zealand and to successfully raise institutional capital in this increasingly large and globally significant capital market. Allen Partners has deep, long-term relationships across the Australian and New Zealand superannuation and investment management industry combined with direct alternative asset investment and investment banking experience. Our relationships span the various layers of institutional investors (in-house investment teams, CIOs, CEOs, board members, trustees, chairpersons), external advisers (investment analysts and asset consultants) and across all fund types (corporate superannuation funds, industry funds, financial institutions’ platforms and public/government sector funds).
Fiduciary Settlements Limited (“FSL”) offers a comprehensive solution allowing Investment Managers and Funds to comply with their fiduciary responsibilities, avoid liability for failure to do so, outsource the claims filing process and recover monies that otherwise would have remained unclaimed. Using a proprietary technology platform, expert processes and experienced professionals, FSL identifies eligible security positions, calculates recognized loss and handles payment, disbursement auditing and client reporting in conjunction with its processing partner; Financial Recovery Technologies LLC (“FRT”).
DIVIDEX is an RIA that provides investment advisory services designed to assist institutional investors and pension funds in satisfying their fiduciary obligations to attempt to recover securities fraud losses arising from their domestic and foreign portfolios. This includes services that seek to help institutional investors and pension funds address the Morrison and IndyMac Problems. Additionally, DIVIDEX offers services that seek to increase recoveries from class action securities litigation.
Five Continents is a professional services firm that specializes in providing discretionary asset management services and related corporate, advisory and director services. Five Continents provide investment advice and related corporate services to clients with portfolio assets in excess of $2.0B through a variety of engagements ranging from family office investment committee appointments to fully discretionary asset management mandates.
Five Continents Financial Limited is regulated by the Cayman Islands Monetary Authority (“CIMA”) under the following laws and licenses:
The Companies Management Law;
The Mutual Fund Law; and
The Securities Investment Business Law.
Fiserv is a leading global provider of information management and electronic commerce systems for the financial services industry, providing integrated technology and services that create value and results for their clients. They are a leading provider of technology for wealth management firms; their solutions and expertise drive organizations’ mission-critical functions including planning, trading, post-trade processing, investor reporting, fee billing and revenue management. Fiserv is relied upon by the front-, middle- and back office with innovative solutions that can be fully integrated through their best-in-class Unified Wealth Platform which manages more than 4 million accounts and over 1.3 million UMA sleeves. Their financial planning technology and data aggregation capabilities puts Fiserv in a unique position to service the needs of any type of financial institution.
Glass Lewis is the leading independent provider of global governance services, helping institutional investors understand and connect with the companies they invest in. They are a trusted ally of more than 1,200 investors globally who use their high-quality, unbiased Proxy Paper research, industry-leading Viewpoint proxy vote management solution, and innovative Meetyl direct-engagement platform to help drive value across all their governance activities. Glass Lewis empowers institutional investors that collectively manage more than $25 trillion to make sound voting decisions at more than 20,000 meetings a year in 100 countries by uncovering and assessing governance, business, legal, political and accounting risks. Founded in 2003, Glass Lewis has more than 360 employees worldwide across offices from headquarters in San Francisco to New York, Washington D.C., Sydney, Australia, Limerick, Ireland, and Karlsruhe, Germany. More information available at www.glasslewis.com.
Innovest is a leading provider of financial technology solutions delivered to forward-thinking trust, wealth management, and retirement professionals. Innovest’s solutions empower its clients to acquire new customers, invest assets effectively, manage trust and investment portfolios efficiently, and flexibly report results to customers. Innovest has over $425 billion in assets under administration on its trust and wealth management platform, processes more than 4 million payments annually and provides fulfillment services for more than 10 million documents including checks, advices, and tax forms each year. Innovest’s wholly owned subsidiary, FinTech Securities, executes over 69 million equity shares annually. For more information about Innovest, visit www.innovestsystems.com.