2022 Asset Management & Servicing Winners

Data and Technology

SEI Winner

SEI Investments Company and its software offering, SEI Novus, sit at the core of the relationship between asset owners and asset managers. Among SEI’s core strengths are aggregating, cleansing and warehousing investment data to construct an Investment Book of Record (IBOR) and power portfolio analytics.

The firm continually delivers technology and investment solutions that connect the financial services industry, with more than 140 clients who manage more than $4 trillion in assets, including 43 institutional investors and 102 asset managers.

In the fourth quarter of 2021, the firm expanded the SEI Novus platform to include a private equity analytics suite, support with data and analytics for illiquid investments.

Earlier this year, SEI Novus expanded its digital data operations capabilities. The new tools help users rectify contradictory or delayed information to achieve greater transparency, accuracy and control of their assets. Additionally, SEI Novus can ingest data from multiple custodians and manager statements, including cash flow notices, valuation statements, estimates, official performance records, quarterly financial updates and hedge fund fact sheets.


Finalists

• Diligend

• Venn by Two Sigma

• Intelligo Technology

• Lumenai Investments LLC

• Vidrio Financial