Independent oversight, daily monitoring.
Our Investment Management Unit’s (IMU) multi-asset risk-management system provides a consistent view of risk across asset classes—with a distinct separation between risk oversight and portfolio management to preserve objectivity.
IMU’s Risk Management Team is responsible for determining whether the risks of SEI’s investment strategies are consistent with their mandates. The team develops and monitors risk guidelines and measures (such as tracking error and beta) for the entire spectrum of our investment offerings. This active risk-mitigation program includes frequent and regular monitoring of assigned portfolio tolerances and deviations.
The team reports directly to the head of our Investment Management Unit, which helps maintain impartiality and allows for immediate access to and support from senior management.
SEI’s Investment Management Unit is a team within SEI Investments Management Corporation (SIMC), which serves as investment advisor. SIMC is a wholly owned subsidiary of SEI.