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Affluent Investor Market Demands Goal-Oriented Approach; SEI's GoalLink(SM) Investment Platform Reaches More Than $1 Billion in Investments.

Publication: PR Newswire
Publication Date: 06-SEP-05
Format: Online
Delivery: Immediate Online Access

Article Excerpt
OAKS, Pa., Sept. 6 /PRNewswire-FirstCall/ -- SEI Investments , a leading global provider of asset management and investment technology solutions, announced today that the GoalLink(SM) investment platform has surpassed $1 billion in assets. Designed to help advisors align clients' goals with their investments, GoalLink is a flexible investment system that integrates goals-based risk assessment with corresponding investment implementation. With the introduction of GoalLink in 2004, SEI became the first in the industry to enable advisors to apply behavioral finance concepts to day-to-day investment decisions. Through GoalLink, SEI aims to help advisors create investment strategies that align with the way individuals think...

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