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Investment philosophy and process

Investment manager selection

Seeking a competitive edge.

SEI is a manager of managers. We build investment strategies by hiring specialist managers known for their expertise in specific markets or with specific investment styles.

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.

Shortlist of recommended managers Quantitative analytics Qualitative reviewSEI & investor-specific filtersAsset manager universe

Asset manager universe

  • Hundreds of managers with varying firm structures and cultures, applying diverse investment approaches 

SEI & investor-specific filters

  • Asset-class and SEI alpha source filters
  • Investor filter—for example, socially responsible, boutique manager

Qualitative review

  • Manager interviews and on-site visits
  • Firm overview—stability, culture and alignment
  • Team analysis—structure, experience and resources
  • Comprehensive process review—understanding the “edge”
  • ESG Assessment

Quantitative analytics 

  • Historical holdings review
  • Factor analysis
  • Forensic attribution and risk analysis
  • Portfolio characteristics

Important Information

This information should not be relied upon by the reader as research or investment advice, nor should it be construed as a recommendation to purchase or sell a security. The reader should consult with their financial professional for more information.

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. 

There are risks involved with investing, including loss of principal. There is no assurance the goals of the strategies discussed will be met. Diversification may not protect against market risk. The value of an investment and any income from it can go down as well as up. Investors may get back less than the original amount invested. Returns may increase or decrease as a result of currency fluctuations. Past performance is not a reliable indicator of future results. Investment may not be suitable for everyone.

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 provided in Canada by SEI Investments Canada Company, the Manager of the SEI Funds in Canada.