Founded in 2002, SALI Fund Services provides a turn-key solution for the creation and administration of Insurance Dedicated Funds (IDFs). Currently, SALI administers 130+ IDFs for a broad range of asset managers, from boutique hedge funds to the largest wealth management institutions in the world.

SALI enables investment managers to create tax compliant IDFs which can be attached to insurance company Private Placement Variable Annuity (PPVA) and Private Placement Variable Universal Life (PPVUL) investment account platforms. On an ongoing basis, SALI serves as the fund administrator to the IDF.

Insurance

SALI Fund Services, a JTC Group Company

Thomas Nieman

Sarah White

Payden Hesser

Jonas Katz

Parker Philp

Cameron Vail

Laurie Lee

Michael Thomas

The Analytical Roles team at SALI Fund Services is responsible for leveraging data and analytics to enhance fund administration processes and support strategic decision-making. This team focuses on developing insightful reports, improving operational efficiency, and analyzing fund performance to drive innovation in investment solutions. They collaborate closely with various stakeholders to ensure accurate data management and compliance, ultimately enhancing the overall service offered to clients in the insurance fund space.

Analytical Roles

Research and Development

Client Relations and Support

Analytical Roles

About

Team members

Other teams at SALI Fund Services, a JTC Group Company

Research and Development

Client Relations and Support