Goals-Based Portfolios

Made up of underlying Asset Class Funds, the Goals-Based Portfolios are SEI's most actively managed offering.

The Portfolios are categorized into two groups: stability-focused and growth-focused to create better alignment between investor goals and the investment strategy used to achieve that goal.

These Portfolios use SEI's ongoing capital market research for strategic asset allocation but may incorporate periodic dynamic allocation changes to take advantage of shorter term changes in the capital markets. The Portfolios range from 100% fixed income to 100% equity.