Measuring success against investor goals, rather than benchmarks alone
By focusing on achieving personal goals, investors are less prone to making irrational investment decisions that hinder their long-term performance.
The eight portfolios fall into two groups:
- Stability-focused -- for investors who need to protect against losses while maintaining a comfortable level of growth
- Growth-focused -- for investors who need to steadily accumulate assets at a rate consistent with their appetite for risk
|Goals-Based Investing: Aligning Life and Wealth (PDF)|
Some of the portfolios make use of SEI’s new Global Managed Volatility Fund.
|Learn more about this unique fund (PDF)|
SEI products are available through select dealers. Contact your financial advisor for more information.