Target Information

Symmetry Partners, LLC, based in Glastonbury, Connecticut, is an established investment management and advisory firm with a strong focus on evidence-based investing. Since its inception in 1994, the company has been devoted to enhancing client outcomes through disciplined investment strategies, portfolio construction, and comprehensive support for financial advisors. Recently, the firm chose to utilize SEI's Advisors' Inner Circle Fund (AIC) platform to successfully launch its inaugural Exchange-Traded Fund (ETF), the Symmetry Panoramic Sector Momentum ETF (NASDAQ: SMOM), on September 10, 2025.

This ETF follows a separately managed account (SMA) strategy initiated in 2018, applying a systematic, rules-based approach to capture performance trends across the 11 sectors of the S&P 500 utilizing cross-sectional momentum. The fund is designed to dynamically adjust its sector holdings between three and six sectors based on signals derived from trailing six- and twelve-month price momentum.

Industry Overview

The investment management industry in the United States has undergone significant transformations, especially with the increasing popularity of ETFs. As of mid-2025, there was a record 1,308 newly launched ETFs globally, marking nearly a 20% net increase from 2024. This sharp rise indicates a robust demand from investors for diversified investment approaches, particularly in the realm of active and thematic ETFs.

In recent years, asset managers have recognized the advantages of structuring their strategies as ETFs. This includes greater flexibility, reduced expense ratios, improved tax efficiency, and enhanced transparency. With these benefits, the trend of operational shift towards ETFs continues to gain momentum within the financial services sector.

Moreover, platforms like SEI’s Advisors’ Inner Circle Fund (AIC) are pivotal in facilitating this transition for investment managers. With over 45 clients and a total of 127 funds as of June 30, 2025, AIC reached an impressive $100 billion in net assets, thus proving its capability to support asset managers in launching and scaling new fund products without the burden of extensive operating infrastructure.

As the landscape evolves, the emphasis on efficient operational support and innovative investment strategies is more pertinent than ever. SEI stands at the forefront of this movement, empowering firms like Symmetry Partners to bring their investment products to market effectively.

Rationale Behind the Deal

The decision for Symmetry Partners to launch its ETF through SEI’s AIC platform was driven by the increasing investor demand for transparency, liquidity, and tax efficiency. The transition to an ETF format not only makes Symmetry's sector momentum strategies more accessible but also allows for a scalable approach that can evolve alongside investor needs.

Working with SEI, Symmetry has been able to confidently leverage the comprehensive infrastructure, operational expertise, and collaborative environment to ensure a successful market entry for their ETF. This strategic partnership marks a significant milestone in their ongoing relationship, reflecting mutual growth and a commitment to enhancing client offerings.

Investor Information

SEI Investments Company (NASDAQ: SEIC) is a reputable global provider of financial technology, asset management services, and operational support across the financial services industry. Tailoring its solutions for client needs, SEI manages approximately $1.7 trillion in assets as of June 30, 2025. With over three decades of experience, SEI has been at the forefront of innovative investment management solutions, assisting clients in deploying their capital more effectively.

The Investment Managers business segment of SEI is dedicated to presenting advanced operating infrastructures that empower investment organizations to thrive amid rising challenges. Their globally integrated platform provides customizable capabilities across various investment vehicles and strategies, supporting managers in adapting to marketplace demands.

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This strategic investment represents a promising opportunity for both Symmetry Partners and SEI. The growth trajectory of ETFs highlights an increasing preference among investors for flexible and transparent investment vehicles. By launching an active ETF, Symmetry showcases its commitment to meeting evolving client expectations and tapping into this expanding market.

The operational support provided by SEI enhances the efficiency and effectiveness of bringing this fund to market, thereby potentially enabling Symmetry to achieve significant growth in assets under management. The collaboration underscores the importance of having a robust operational partner, which can be a cornerstone for future success in the competitive investment landscape.

Moreover, the surge in ETF popularity suggests that such initiatives can yield substantial returns as the demand for diversified strategies continues to rise. With SEI’s strong historical background and proven capabilities, this partnership is likely to foster a sustainable growth model for both firms.

Overall, this deal appears to be a sound investment for Symmetry Partners, positioning them well in the marketplace while capitalizing on the strengths of SEI’s infrastructure. Over time, this move may become a key driver of Symmetry’s business strategy as they continue to adapt to new investment trends.

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