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The asset manager and solutions provider has decided to use the pControl platform from Milestone for its outsourced investment management efforts.
SEI, a provider of asset management and investment operations solutions, has decided to use a multi-asset software platform from the Milestone Group to bolster its outsourced chief investment officer (OCIO) efforts. OCIO services vary by provider and can include: asset allocation advice; manager monitoring, research and selection; trust and custody services; and administration services, according...
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