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A white image of a series of arrows all pointing towards a red center as a metaphor for investing goals

Investment philosophy and process

Portfolio design

Building wisely.

After we establish the most suitable asset allocation for a portfolio, we next consider how to gain exposure to each of the desired asset classes and markets. The portfolio’s investment objectives provide a guide in determining its appropriate return target and risk profile.

Our goal: to achieve the maximum level of returns for a given level of risk.

At the core of this effort is ongoing research about what drives a portfolio to outperform a benchmark. These are often referred to as drivers of excess returns, or alpha sources.

Our research combines proprietary market analysis and modeling, discussions with external investment managers, and third-party academic research.

Our portfolio design process includes offerings from external investment managers or from our own cost-effective internally-managed portfolios*.

Ongoing researchFormulate investment strategyDetermine return target & risk profileAssess goalsStrategic design

Ongoing research:

  • Identifying relevant alpha sources 
  • Determining the optimal combination of alpha-source exposures
  • Evaluating portfolio characteristics and risks 
  • Assessing likely relative performance in different investment environments

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.