Symmetry Partners Selects SEI's Advisors' Inner Circle Fund to Launch First ETF
MWN-AI** Summary
Symmetry Partners, an investment management firm based in Glastonbury, Connecticut, has announced its first exchange-traded fund (ETF), the Symmetry Panoramic Sector Momentum ETF (NASDAQ: SMOM), which was launched on September 10, 2025. This initiative marks a significant expansion of Symmetry's strategic partnership with SEI, which has been servicing Symmetry's mutual funds since 2018 through the Advisors' Inner Circle Fund (AIC) platform.
The new ETF employs a systematic, rules-based approach focused on cross-sectional momentum, aiming to capture performance trends across the 11 sectors of the S&P 500. The fund's strategy entails a dual-signal analysis of trailing price momentum over six and twelve months, enabling it to adjust sector holdings dynamically between three to six sectors based on performance signals.
David Connelley, CEO of Symmetry Partners, emphasized that the transition to an ETF format addresses rising investor demand for liquidity, transparency, and tax efficiency. The launch not only represents a milestone for Symmetry but also exemplifies their commitment to evolving their investment offerings. Meanwhile, Mike Beattie, Managing Director at SEI, highlighted that the growing popularity of actively managed strategies within the ETF framework demonstrates how asset managers are leveraging ETFs to unlock growth opportunities.
As global ETF launches continue to surge—reaching a record 1,308 in the first half of 2025—SEI's AIC has facilitated 32 ETF launches this year alone. This platform has become instrumental for asset managers seeking cost-effective and efficient means to operate ETFs, mutual funds, and other investment vehicles.
Overall, the introduction of the Symmetry Panoramic Sector Momentum ETF signifies a strategic move to cater to contemporary investment preferences, leveraging SEI's expertise to enhance client offerings in an evolving market landscape.
MWN-AI** Analysis
The recent announcement that Symmetry Partners is launching its first ETF, the Symmetry Panoramic Sector Momentum ETF (NASDAQ: SMOM), using SEI's Advisors' Inner Circle Fund platform, signals a strategic move in a rapidly evolving market. Given the backdrop of a substantial increase in ETF launches—up nearly 20% from the previous year—it is imperative for investors to understand the implications of this development.
The ETF focuses on a systematic, rules-based approach utilizing a dual-signal investment strategy that assesses both six- and twelve-month price momentum within the 11 sectors of the S&P 500. This approach aligns with growing investor preferences for transparency, liquidity, and tax efficiency, making it an attractive option for those seeking scalable investment solutions. The fund's emphasis on active management within the ETF framework offers both the flexibility and lower expense ratios that characterize successful investment products today.
From a market perspective, the advent of sector momentum-focused funds can lead to enhanced diversification for portfolios, especially as active management continues to gain traction. Investors should consider the ETF as part of a broader strategy, particularly in an environment where thematic investing is rising. As more asset managers recognize the advantages provided by ETFs—such as operational efficiencies and innovative strategies—the competitive landscape will likely foster greater innovation.
However, investors must remain cognizant of the inherent risks associated with active management and sector rotation strategies. Key factors include market volatility and the potential for substantial drawdowns during periods of sector underperformance. Hence, a thorough analysis of fund objectives, risk factors, and expenses is crucial.
In summary, the introduction of the Symmetry Panoramic Sector Momentum ETF presents an opportunity for investors to engage with an innovative product in a growing sector of the market. A careful evaluation will be essential to harness its potential benefits effectively.
**MWN-AI Summary and Analysis is based on asking OpenAI to summarize and analyze this news release.
PR Newswire
Platform Offers Turnkey Operational Support for Investment Managers Seeking Diversified, Innovative Strategies
OAKS, Pa. , Sept. 17, 2025 /PRNewswire/ -- SEI ® (NASDAQ:SEIC) today announced that Symmetry Partners has selected the Advisors' Inner Circle Fund ® (AIC) platform to launch its first ETF, the Symmetry Panoramic Sector Momentum ETF (NASDAQ: SMOM) on Sept. 10, 2025 . Since 2018, SEI has been servicing eight of Symmetry's mutual funds, and the ETF launch marks a significant expansion of the strategic partnership, further leveraging SEI's robust infrastructure, services, and expertise.
Based on a separately managed account (SMA) strategy that was launched in 2018, the active Symmetry Panoramic Sector Momentum ETF uses a systematic, rules-based approach, grounded in cross-sectional momentum to capture performance trends within the 11 sectors of the S&P 500. The fund uses a dual-signal approach, analyzing trailing six- and 12-month price momentum. Depending on these signals, holdings will vary between three and six sectors.
Commenting on the ETF launch, David Connelley , CEO at Symmetry Partners said:
"Investor demand for transparency, liquidity, and tax efficiency continues to grow, and we recognized the need to evolve to meet that demand as part of our diversified range of solutions. Transitioning to an ETF format allows us to deliver investment strategies like sector momentum in a more accessible, scalable, and tax-efficient way. SEI's operational expertise, integrated infrastructure, and collaborative approach gave us the confidence to bring our first ETF to market—efficiently and effectively—through the Advisors' Inner Circle Fund. This launch represents not only a milestone for our firm, but also a natural extension of our longstanding relationship with SEI."
As of June 30, 2025 , a record 1,308 ETFs have launched globally, a nearly 20% net increase from the same period in 2024. 1 This surge reflects growing investor interest in diversified investment strategies, especially in active and thematic ETFs. With the addition of Symmetry Partner's ETF, SEI has supported the launch of 32 ETFs in 2025.
Commenting on the strategic partnership, Mike Beattie , Managing Director of SEI's Investment Manager Services business and President of the Advisors' Inner Circle Fund (AIC), said:
"Asset managers are increasingly recognizing the advantages of ETFs, especially for actively managed strategies now offered in the ETF wrapper. From greater flexibility and lower expense ratios to enhanced tax efficiency and improved transparency, managers across the global fund industry are utilizing ETFs to unlock growth opportunities. We are at the forefront of this evolution, empowering our clients to bring their ETF strategies to market. Symmetry's decision to launch this ETF through the Advisors' Inner Circle platform reflects their continued confidence in SEI's expertise and operational infrastructure. We're proud to support their next phase of growth and remain committed to helping them meet clients' needs."
The AIC reached $100 billion in net assets in 2024 and supports 45 clients and 127 funds. 2 SEI helped pioneer the series trust concept more than 30 years ago by introducing the AIC with an institutional-quality turnkey mutual fund operating platform. Today, the AIC enables investment organizations to rapidly launch and grow mutual funds, ETFs, and interval and tender offer funds without having to build their own fund operating infrastructure. The platform is designed for asset managers seeking a more cost-effective way to operate their existing funds.
1 ETFGI, "ETFGI reports global ETFs industry had record 1,308 new products," July 18, 2025 .
2 As of June 30, 2025 .
About SEI ®
SEI (NASDAQ:SEIC) is a leading global provider of financial technology, operations, and asset management services within the financial services industry. SEI tailors its solutions and services to help clients more effectively deploy their capital—whether that's money, time, or talent—so they can better serve their clients and achieve their growth objectives. As of June 30, 2025 , SEI manages, advises, or administers approximately $1.7 trillion in assets. For more information, visit seic.com .
About SEI's Investment Managers business
SEI's Investment Managers business provides advanced operating infrastructure for investment organizations of all types to evolve and compete in a landscape of escalating business challenges. SEI's global operating platform delivers customized and integrated capabilities across a wide range of investment vehicles, strategies, and jurisdictions to investment managers and asset owners. The company's services enable users to gain scale and efficiency, keep pace with marketplace demands, and run their businesses more strategically. For more information, visit seic.com/ims .
About Symmetry Partners
Symmetry Partners, LLC is an investment management and advisor support firm headquartered in Glastonbury, Connecticut . Since 1994, Symmetry has been committed to evidence-based investing, helping financial advisors deliver better client outcomes through disciplined strategies, portfolio construction, and practice management support. For more information, visit www.symmetrypartners.com .
Consider the ETF's investment objective, risk factors, and charges and expenses before investing. This and other information can be found in the fund's prospectus and summary prospectus, which can be obtained by visiting www.panoramicfunds.com or by calling 1-844-SYM-FUND (844-796-3863). Please read the prospectus carefully before investing.
There are risks involved in investing, including loss of principal. The fund is distributed by SEI Investment Distribution Company (SIDCO). SIDCO is not affiliated with Symmetry Partners, LLC.
Company Contact: | Media Contact: |
Leslie Wojcik | Eric Hazard |
SEI | Vested |
+1 610-676-4191 | +1 917-765-8720 |
SOURCE SEI Investments Company
FAQ**
How does SEI Investments Company SEIC plan to leverage its operational expertise to support Symmetry Partners in effectively managing the newly launched Symmetry Panoramic Sector Momentum ETF?
What specific advantages does SEI Investments Company SEIC believe the ETF format will provide for Symmetry Partners and its investors compared to traditional mutual fund structures?
Given the recent surge in ETF launches, how does SEI Investments Company SEIC view the future of active and thematic ETFs in the investment landscape, particularly following the introduction of Symmetry's ETF?
What key strategies will SEI Investments Company SEIC employ to ensure that the Symmetry Panoramic Sector Momentum ETF captures the desired performance trends across the 11 sectors of the S&P 500?
**MWN-AI FAQ is based on asking OpenAI questions about Symmetry Panoramic Sector Momentum ETF (NASDAQ: SMOM).
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