Vontobel expands its pension offering with quality growth collective investment funds

NEW YORK–(BUSINESS WIRE)–Vontobel has partnered with SEI Trust Company for a suite of Collective investment funds. The new offering broadens investors’ access to reliable pension solutions from the high-conviction and long-only equity strategies of its Quality Growth Boutique at Vontobel.

Since 1988, Vontobel’s Quality Growth Boutique has followed a consistent investment philosophy based on rigorous research and a disciplined process with an integrated ESG approach. The 21-person team seeks to invest in companies with stable and sustainable growth, with the aim of providing absolute returns above the benchmark while exposing its investors to less risk throughout the economic cycle.

The store offers six investment strategies, which are currently offered in several vehicles, including mutual funds and segregated accounts. With SEI Trust Company (STC) as collective investment trustee (CIT), the new offering consists of the following four strategies: the Vontobel International Equity Trust, the Vontobel Global Equity Trust, the Vontobel Emerging Markets Equity Trust and the Vontobel US Equity Trust. ‘equity.

“There is growing demand from customers and institutional constituents for reliable and proven CIT vehicles, and we are excited to expand our offering in this space with STC, whose expertise aligns with our mission to preserve and develop our clients’ assets to protect and enable their future,” said Amit Mukadam, Head of North America Institutional Clients Group, Vontobel. “Our CIT vehicles offer institutional clients and bookrunners unique access to our suite of global strategies, which focus on finding the best companies for earnings and balance sheet growth around the world.”

“Long-term active management is an important tool to help create reliable retirement outcomes,” added Craig Lombardi, Director, Business Development Sub-Advisor, Vontobel. “We believe our Quality Growth Boutique’s high-conviction investment approach is ideal for pension plans to realize the benefits of compounding returns.”

“CITs’ customizable and low-cost structure helps create better investment outcomes for pension plan participants, and we are excited to leverage our comprehensive and fully integrated operating environment to support Vontobel’s strategies,” said declared John Alshefski, Senior Vice President and Managing Director of SEI’s Investment Management Services division.

The Vontobel International Equity Trust (VONTBX/928885102) is registered with the Nasdaq Fund Network (“NFN”), which provides access to daily net asset value and performance information. Registration for the remaining CITs will follow.

Vontobel Wealth Management

Vontobel Asset Management is an active wealth manager with a global reach and a multi-boutique approach. Each of our boutiques relies on specialized investment talents, a solid performance culture and solid risk management. We provide state-of-the-art solutions for institutional and private clients. Our commitment to active management allows us to invest based on our convictions. We deliver value through our diverse and highly specialized teams. Employing more than 440 professionals worldwide, including 180 investment specialists, we operate in 16 locations, including Switzerland, Europe and the United States, and create strategies and solutions spanning equities, fixed income, multi-asset and alternative investments. The objective of achieving excellent and repeatable performance has been fundamental to our approach since 1988. A solid and stable shareholder structure guarantees our entrepreneurial independence and protects the long-term spirit that guides our decisions.

About SEI®

SEI (NASDAQ: SEIC) provides technology and investment solutions that connect the financial services industry. With capabilities in investment processing, operations and asset management, SEI works with corporations, financial institutions and professionals, as well as ultra-high net worth families, to solve problems, manage change and help protect assets, for today’s and tomorrow’s growth. As of December 31, 2021, SEI manages, advises or administers approximately $1.3 trillion in assets. For more information, visit seic.com.

SEI Trust Company (“STC”) is a non-custodial trust company licensed under the laws of the Commonwealth of Pennsylvania, which provides fiduciary, custodial, operational and administrative services to various mutual fund trusts. STC was established in June 1989, is a wholly owned subsidiary of SEI Investments Company and is regulated and reviewed by the Pennsylvania Department of Banking and Securities. The Trustee will offer interests in each Trust only to parties who are qualifying plans in a collective investment trust in accordance with applicable law, including but not limited to the applicable provisions of the Securities Act 1933 , the Investment Company Act of 1940 and the Pennsylvania Banking Code of 1965, and the terms of the offering documents for each specific trust. SEI Trust Company (the “Trustee”) acts as Trustee and retains ultimate fiduciary authority over the management and investments made in the Trust. The Trust is part of a Mutual Trust managed by the Trustee. The Trustee is a corporate trust incorporated under the laws of the Commonwealth of Pennsylvania and a wholly owned subsidiary of SEI Investments Company (SEI). The Trust is not a mutual fund as defined under the Investment Company Act of 1940, as amended. As bank group trusts, the trust is exempt from registration as an investment company. The trust is managed by SEI Trust Company, the trustee, on the basis of investment advice from Vontobel Asset Management, the investment adviser to the Trust.

Legal information

This document is for informational purposes only and does not constitute an offer. The services described in the document are provided within the framework of the agreement signed with the recipient of the service. The nature, extent and prices of services and products may vary from country to country and may change at any time without notice. Some services and products are not available worldwide or from all Vontobel companies. In addition, they may be subject to legal restrictions in certain countries.


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