Offshore investment management—South Africa

Within each asset class, we identify the key drivers of outperformance. We then use these drivers as a potential source of excess returns to construct a well-diversified portfolio. 

Our clients benefit from SEI’s innovative approach to global equities—specifically, our knowledge and experience running both multi-manager and factor-based solutions. 

Designed around a retirement fund’s specific investment objectives, our solutions can help you:

• Build solutions that are structurally appropriate for South African retirement/pension funds and to provide clients with the highest level of service 
• Help meet your retirement fund investment goals
• Fulfill your investment responsibilities to retirement fund members.

Through our manager-of-managers platform, we deliver some of the world’s leading investment managers in a wide variety of funds, covering many asset classes, including:

• Global equities
• Global fixed interest

The SEI retirement funds offered in South Africa can be purchased either individually or with the help of our client investment strategist and/or your consultant; our funds can also be blended into a single offshore management solution to meet your retirement funds' individual needs.

Partnering with SEI for your offshore investment management needs.

Structuring offshore investment portfolios with SEI can give you:

• Local presence with a global reach. We're one of the few offshore managers to provide a fully staffed office in South Africa, drawing on investment expertise from more than 120 investment professionals around the world.
• An integrated offering. Modelling asset classes globally helps achieve optimal weighting to offshore investments.
• Innovative investment strategies, using the latest research and global investment techniques, help ensure that uncompensated risk is controlled and minimized.
• Competitive investment performance at potentially lower risk through diversification and access to some of the best investment managers around the world in numerous asset classes – from global equities to global fixed interest. 
• Daily monitoring and oversight of all underlying managers.
• Consistent monitoring of asset managers and portfolios, in order to ensure compliance with mandate guidelines and rapid, efficient implementation of manager changes.

As one of the first and largest global providers of outsourced investment management services, we deliver integrated retirement, healthcare, and non-profit solutions to more than 480 clients in 8 countries*.

Through implemented investments strategies, our solutions help clients:

• Meet financial objectives 
• Reduce business risk 
• Fulfill due diligence requirements

Our Institutional Group began offering delegated investment management in 1992, and has been taking accountability for investment decisions for over 20 years. With $81 billion in assets under management as of 31 March 2023, and as one of the largest Fiduciary Managers worldwide, we take discretion of investment decisions on behalf of our clients. Our expertise, scale and resources helps to allow your portfolio strategy to fully align with your organizations overall financial goals.

We employ 300+ professionals in 8 countries worldwide to support our global investment management solutions. Institutional clients are supported by:

• Over 40 client portfolio managers/directors averaging 23 years of experience and an average tenure of 12 years at SEI 
• Accredited advisory team with industry insight and an average of 16 years of experience
• Over 120 investment professionals performing research and due diligence, implementing client portfolio investment changes and allocations and executing additional investment processes

Together, we develop a strategy that integrates your organization’s goals with portfolio goals in a risk-managed framework.

Currently, we serve clients in 8 countries and manage or administer more than $1.3 trillion* in hedge, private equity, mutual fund and pooled or separately managed assets, which includes $410 billion* in assets under management and $850 billion* in client assets under administration.

* As of March 31 2023

Announcements

SEI’s Institutional Group Names Santoshi Jugmohun Managing Director

SEI Provides Equity Stake in South African Business to South African Employees

Policies

SEI PAIA Policy

Disclaimer:

This is a marketing communication.

The material on this page is provided for informational purposes only, for intended recipients who are professional investors, but is not directed at, or intended for distribution or publication to or use by, any person or entity who is a citizen or resident of or located in any jurisdiction where such direction, distribution, publication or use would be contrary to applicable law or regulation or which would subject SEI Investments (South Africa) (Pty) Limited (“SISAL”) to any additional registration or licensing requirements with such jurisdiction.

Nothing contained on this page constitutes tax, legal, insurance or investment advice. Neither the information, nor any opinion, contained on this page constitutes a solicitation or offer by SISAL to buy or sell any securities, futures, options or other financial instruments, nor shall any such security be offered or sold to any person in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under the securities laws of such jurisdiction. Decisions based on information contained on this Webpage are the sole responsibility of the visitor. In exchange for using this Webpage, the visitor agrees to indemnify and hold SISAL, its officers, directors, employees, affiliates, agents, licensors and suppliers harmless against any and all claims, losses, liability, costs and expenses (including but not limited to attorneys' fees) arising from your use of this page, from your violation of these Terms or from any decisions that the visitor makes based on such information.

This information is issued in South Africa by SEI Investments (South Africa) (Pty) Limited FSP No. 13186 which is a financial services provider authorised and regulated by the Financial Sector Conduct Authority (FSCA). Registered office: 3 Melrose Boulevard, 1st Floor, Melrose Arch 2196, Johannesburg, South Africa.
A number of sub-funds of the SEI Global Master Fund plc and the SEI Global Investment Fund plc (the “SEI UCITS Funds”) have been approved for distribution in South Africa under s.65 of the Collective Investment Schemes Control Act 2002 as foreign collective investment schemes in securities. If you are unsure at any time as to whether or not a portfolio of SEI is approved by the Financial Sector Conduct Authority (“FSCA”) for distribution in South Africa, please consult the FSCA’s website (www.fsca.co.za).

This material is not directed to any persons where (by reason of that person’s nationality, residence or otherwise) the publication or availability of this material is prohibited. Persons in respect of whom such prohibitions apply must not rely on this information in any respect whatsoever. Investment in the funds or products described herein are available only to intended recipients and this communication must not be relied or acted upon by anyone who is not an intended recipient.

While considerable care has been taken to ensure the information contained within this document is accurate and up-to-date, no warranty is given as to the accuracy or completeness of any information and no liability is accepted for any errors or omissions in such information or any action taken on the basis of this information.

Collective Investment Schemes (CIS) are generally medium to long term investments and investors may not get back the full amount invested. The value of participatory interests or the investment may go down as well as up and past performance is not a reliable indicator of future results. SEI does not provide any guarantee either with respect to the capital or the return of an SEI UCITS Fund. The SEI UCITS Funds are traded at ruling prices and can engage in borrowing and scrip lending. A schedule of fees and charges and maximum commissions is available upon request from SEI. The SEI UCITS Funds invest in foreign securities. Please note that such investments may be accompanied by additional risks such as: potential constraints on liquidity and the repatriation of funds; macroeconomic, political/emerging markets, foreign currency risks, tax and settlement risks; and limits on the availability of market information. The UCITS may be de-registered for sale in an EEA jurisdiction in accordance with the provisions of the UCITS Directive. For full details of all of the risks applicable to the SEI funds, please refer to the Risks highlighted in the relevant fund prospectus.

This webpage is intended for information purposes only and the information in it does not constitute financial advice as contemplated in terms of the Financial Advisory and Intermediary Services Act.