Investment philosophy and process
Once we determine the investment manager lineup for a portfolio, we consider how much to allocate to each one—and then how to adjust the portfolio to keep it in balance or adapt to changing market conditions.
As active portfolio managers, our focus is on ensuring that the portfolio reflects the intended profile, exposures and risks necessary to meet its investment objective.
We take a two-part approach to this.
1. Available to SEI funded managers in mutual funds or separate accounts.
Alpha Source: an estimated numeric value of a stock's expected excess return that cannot be attributed to the market's volatility, but may be due to some other security.
There are risks involved with investing, including loss of principal.
Information in the U.S. is provided by SEI Investments Management Corporation (SIMC), a wholly owned subsidiary of SEI Investments Company (SEI).