How Asset Managers Use SEI Novus

It’s the dawn of a new era, one where active asset managers must quantify their value add through deep and relevant analytics. As an asset class, credit is challenging. Yet through an unprecedented analytics suite and an intuitive interface, Novus has enabled a totally unique level of insight into our portfolio, and facilitated a new kind of dialogue with our investors.

SEI Novus drastically simplifies the complexities at our firm. The Novus Platform is notably smooth and easy to navigate, especially compared to cumbersome alternatives. Using the platform, we can communicate our firm’s story and respond to inquiries in real time. The people are incredibly impressive as well—everyone we’ve interacted with has remained responsive and exceptionally capable at every turn.

Novus allows us to present portfolio characteristics and attributes in a graphical format that helps facilitate conversations with existing and prospective investors. The system has validated previously intuitive views of aspects of our portfolio management and allows us to clearly communicate our story. The team at Novus has been responsive to our questions and has helped us with a variety of ad hoc requests.

Novus is the forefront of portfolio analytics. The team members I've interacted with are extremely knowledgeable and approach any potential challenge with a “can-do” attitude. The functionality, ease of use, and speed of the platform is amazing. Novus reveals the true source of our returns, allowing us to focus on our strengths. Knowing where to focus and what to avoid is paramount for a small boutique firm like JMS.

We built a data-rich investment program over the years through our multi-manager / managed account platform. Successful cooperation and customization with Novus has allowed us to make full use of the excessive data that is available to us. As a result, the Novus platform helps us in monitoring our investments much more efficiently.