Technology
SEI Agrees To Provide Mid-Office Services To Credit Suisse
SEI has agreed to provide Credit Suisse’s asset management
division with a suite of middle-office services for the firm’s
municipal bond
portfolios, the firm announced today.
Under the arrangement, SEI provides
Credit Suisse with
services including fixed-income analytics, trade processing,
investment
accounting, end-client invoicing and reporting, as well as
amortisation and
updated portfolio positions and pricing.
Additionally, the asset management unit gets use of data
management, performance, and risk reporting for all middle-office
services
performed by
SEI via SEI’s online Manager Dashboard.
To view a recent interview with SEI’s wealth management arm, click here.
