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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.