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Client success story
See how Radiant Financial Group expanded its adviser proposition and reached new client segments through innovations in quantitative investing.
Decades of innovation powering award-winning investor outcomes.
Explore the journey in our latest infographic and case study to see what’s driving SEI’s next phase of innovation.
Innovation at every level.
40+ years
of investment innovation
2026 Lipper Fund Awards Winner
The SEI Balanced Fund (10 Years)
For more than 40 years, SEI has continuously evolved its investment approach, combining research, technology, and partnership to help advisers navigate change with confidence and achieve better investor outcomes.
Our infographic timeline highlights the key milestones that have shaped our philosophy and continue to define how we innovate today.
1980s | 1990s | 2000s | 2010s | 2020s |
| Asset allocation research reshapes portfolio construction. | Manager-of-managers investing improves access, risk control, and cost. | Goals-based investing integrates behavioural finance to deliver on real-world outcomes. | Investment styles are formalised as key drivers of returns, helping investors access distinct alpha sources. | Advances in quantitative investing optimise portfolios for cost, risk, and return efficiency. |
It’s easy to talk about partnership. It’s harder to demonstrate how it actually works in practice day to day, and the difference it makes for advisers and their clients.
Innovating for cost-conscious clients.
Three years into its partnership with SEI, Radiant Financial Group had achieved significant growth, but success brought a new challenge.
Radiant's financial planners were increasingly engaging clients at earlier life stages and clients with greater sensitivity to cost. While the firm’s flagship proposition continued to resonate with its core client base, it was less suited to these emerging segments. At the same time, widely available low-cost solutions felt commoditised and misaligned with Radiant’s deliberate, active investment philosophy.
While the tools used by Radiant are new, the philosophy remains anchored in traditional investment thinking: Invest rationally, manage risk thoughtfully, and remain disciplined.
CFA® Global Head of QiM, SEI
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Important Information
This information is issued and approved by SEI Investments (Europe) Ltd ("SIEL") 1st Floor, Alphabeta, 14-18 Finsbury Square, London EC2A 1BR. SIEL is authorised and regulated by the Financial Conduct Authority. While considerable care has been taken to ensure the information contained within this document is accurate and up-to-date, no warranty is given as to the accuracy or completeness of any information and no liability is accepted for any errors or omissions in such information or any action taken on the basis of this information. The information in this document is for general information purposes only and does not constitute investment advice. The views and opinions expressed are those of the individual shown only and may not represent those of the SEI Group.