Managed Account Solutions (SMA and UMA) overview
SEI Managed Account Solutions feature a range of investment vehicles, each with different features and benefits, to help investors reach their goals on their terms.
Say hello to SEI’s Managed Account Solutions
It’s time to take a closer look at how Separately Managed Accounts (SMA) and Unified Managed Accounts (UMA) help put you in control.
Managed Account Solutions manager lineup
SEI offers a range of solutions, spanning objectives, styles, and professional money managers, including those managed by SEI's Investment Management Unit.
Systematic Core Strategies brochure
Direct indexing investments, including the SEI Systematic Core Strategies, work differently than traditional mutual funds and ETFs and allow for a more customized investment experience.
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Information provided by SEI Investments Management Corporation, a wholly owned subsidiary of SEI Investments Company (SEI). Investment services provided by SEI Investments Management Corporation (SIMC), a wholly owned subsidiary of SEI.
Investing involves risk, including possible loss of principal. There is no guarantee investment objectives will be achieved.
For those portfolios of individually managed securities, SIMC makes recommendations as to which manager will manage each asset class. Upon SIMC’s termination of a manager from the program, SIMC may recommend a replacement money manager and the investor has the option to move the account assets to another custodian or to change the manager.