Investment philosophy and process
Seeking a competitive edge.
Using a combination of quantitative and qualitative research, we identify managers that have demonstrated an ability to provide exposure to the portfolio’s selected sources of return and that have a sustainable competitive advantage.
After we hire a manager, our ongoing monitoring either validates our initial conclusions or identifies signs that the manager no longer meets our criteria. We don’t have to wait for poor performance to remove managers from a portfolio; we do it when we believe they have lost their competitive edge.
Asset manager universe
SEI- and investor-specific filters
Qualitative review
Quantitative analytics
Important Information
There are risks involved with investing, including possible loss of principal. The information contained herein is for general and educational information purposes only and is not intended to constitute legal, tax, accounting, securities, research or investment advice regarding the strategies or any security in particular, nor an opinion regarding the appropriateness of any investment. This information should not be construed as a recommendation to purchase or sell a security, derivative or futures contract. You should not act or rely on the information contained herein without obtaining specific legal, tax, accounting and investment advice from an investment professional.
Statements that are not factual in nature, including opinions, projections and estimates, assume certain economic conditions and industry developments and constitute only current opinions that are subject to change without notice. Nothing herein is intended to be a forecast of future events, or a guarantee of future results.
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.
Information in the U.S. is provided by SEI Investments Management Corporation (SIMC), a wholly owned subsidiary of SEI Investments Company (SEI).