Philosophy and process
A comprehensive view of investment products, managers, and asset classes, transcending the traditional focus on index funds versus active managers, and providing a dedicated focus on investor goals.
Philosophy and process
The strength of our global approach is rooted in active asset management—guided by skilled manager research, driven by asset allocation and monitored by an independent risk management team. We tailor our solutions to specific investment objectives.
Our approach is meant to help you leverage opportunities, manage investment risk, and aim to achieve more consistent returns.
In fact, we are a goals-based investing pioneer, with one of the longest histories of goals-based strategies in the US and the UK.
To help meet investor objectives, our dedicated teams:
- Create flexible solutions with varying levels of discretion
- Build diversified solutions to help achieve specific goals
- Hire managers with different disciplines and provide a broad selection of asset classes and asset allocation models
All this is meant to help you leverage opportunities, manage investment risk and aim to achieve more consistent returns.
A six-step approach
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Active asset allocationSetting boundaries for risk exposure and return potential
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Active investment manager selectionSpecialist managers, nimble decision-making.
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Active portfolio construction and managementSeeking to maximize risk-adjusted rates of return through diversification
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Active portfolio designA multi-dimensional approach to portfolio construction, rooted in exhaustive research
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Active risk managementIndependent oversight and monitoring
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Goals-based investingOrganizing resources against goals
Past performance is not an indication of future performance. Investments in SEI Funds are generally medium to long-term investments. 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.