Sustainable investing.

Many investors are considering how environmental, social, and governance issues affect their investments, and how their investments can drive a positive impact. 

We seek thoughtful integration of sustainability in our investment practices, consistent with SEI’s investment philosophy and process. We do this through integration of sustainable investing in our manager research process, active investment stewardship, and the development of sustainable investment products and solutions to meet the objectives of clients looking for such solutions.  

Sustainability in manager research.

For more than three decades, manager research has been the foundation of our investment management philosophy, and today, it underpins our sustainable investing capabilities.

Our approach to sustainable investing provides an in-depth analysis of each of our equity and fixed income managers' approach to firm-wide and strategy-specific sustainability integration, policies, and practices.  In addition to our manager research, we believe that engaging the managers we hire on sustainability topics is an important educational opportunity that over time may improve managers’ performance on our sustainability assessments. 

Investment stewardship.

We are long-term stewards of our investments. We believe our voice is meaningful to the companies in which we invest. SEI’s investment stewardship program seeks to support long-term management of risks and opportunities by engaging with and voting proxies at companies in which we are invested for the benefit of shareholders. 

Sustainable products and solutions.

Sustainable investing means different things to different investors and therefore we tailor our approach to meet our clients’ varied needs. SEI works with its clients to understand their investment beliefs and goals and support them in meeting those objectives. We aim to bring dedicated sustainable investing solutions to our clients through mutual funds and customized solutions. 

We have a 30-year track record providing custom screening solutions to clients through separate accounts, enabling them to align their portfolios with their values by excluding investments in certain sectors or business practices. 

Today, we manage multiple values-aligned funds and investment strategies, and our manager research team has identified opportunities for clients focused on sustainable, thematic, and impact investing to meet the objectives of clients looking for such solutions.

Our TCFD report is available for review. 

Important Information

Sustainability guidelines may cause a manager to make or avoid certain investment decisions when it may be disadvantageous to do so. This means that these investments may underperform other similar investments that do not consider sustainability guidelines when making investment decisions. There can be no assurance goals will be met. If a product or strategy is subject to certain sustainable investment criteria it may avoid purchasing certain securities when it is otherwise economically advantageous to purchase those securities, or may sell certain securities when it is otherwise economically advantageous to hold those securities. Sustainability is not uniformly defined and scores and ratings may vary across providers. This document is based on information reported directly by signatories. Moreover, the underlying information has not been audited by the PRI or any other party acting on its behalf. While every effort has been made to produce a fair representation of performance, no representations or variations are made as to the accuracy of the information presented, and no responsibility or liability can be accepted for damage caused by use of or reliance on the information contained within the report. Additional reports and methodology can be found at: www.unpri.org. 

SEI considers ESG factors as part of its Portfolio Manager Research and due diligence process including an evaluation of each Portfolio Manager's approach to integrating sustainability risk in its investment process; however, no minimum threshold has been established with respect to these capabilities in order for a firm to be hired as a Portfolio Manager.