IMTC

Once reserved for the ultra-wealthy, truly personalized fixed income SMAs are now within reach for a much broader range of investors. On the Investology: re-think investment management podcast, our Head of Sales, Blake Lynch, CETF® explains how new, innovative technology is driving minimums down and making bespoke portfolios accessible at scales we haven’t seen before. Many firms are now able to offer personalized fixed income SMAs with only a $250k minimum. Curious about what’s propelling this shift and how firms are adapting? Click the link in the comments to listen to the full episode with George Aliferis. #SMA #InvestmentManagement #Personalization #WealthTech #FixedIncome

SEI’s fixed income team trades thousands of bonds a day on IMTC. Explore the platform behind it.

Tailoring bond accounts one at a time doesn’t scale. SEI manages hundreds of separately managed accounts at once on IMTC, allocating and optimizing portfolios across all of them. Firms on SWP can plug into the same platform.

SEI’s own fixed income team runs its bond portfolios on IMTC. Positions come in from SEI each morning, and allocations go back at the end of the day, with no spreadsheet in between.

On SWP, bond portfolios often get downloaded to Excel and worked across separate analytics and trading tools. IMTC brings that work onto one platform built for fixed income. It’s what SEI’s own fixed income team runs on.

Clients expect bond accounts built around their tax needs and restrictions. Doing that one account at a time in spreadsheets doesn’t scale. SEI’s fixed income team handles it on IMTC, and firms on SWP can plug into the same platform.