IDF Administration SALI specializes in turn-key creation and ongoing administration of Insurance Dedicated Funds (IDFs) attached to PPVA and PPLI investment platforms, presenting a predictable cross-sell opportunity to asset managers expanding in tax-efficient insurance solutions.

Broad Client Base With over 200 IDFs and 70+ SMAs managed for a range from boutique hedge funds to large wealth managers, SALI demonstrates scalability and experience that can be leveraged to win larger asset managers seeking established IDF administration.

Joint Venture Advantage As a JTC Group company, SALI can position itself to existing JTC clients as a trusted all-in-one option for fund administration and IDF services, enabling cross-sell within a connected global client base.

Tech Stack Fit Utilize SALI’s technology footprint involving cloud, CRM, and web platforms to propose integrated data flows, reporting enhancements, and scalable workflows for prospective clients seeking efficient, compliant fund administration.

Financial Scale Revenue in the implied mid-to-upper hundreds of millions signals strong financial backing and reliability, which can be leveraged in conversations with prospective clients about security, continuity, and service level commitments.