We seek to empower wiser decision-making and realization of goal attainment.
Core investment beliefs.
SEI’s Investment Management Unit.
A goals-based approach designed for better outcomes.
Leverage a modern asset manager grounded in deep institutional expertise, and committed to providing scalable, outcome-oriented solutions that adapt to the dynamic needs of today’s investors.
SEI’s Investment Management Unit delivers institutional-grade investment expertise for both institutional and individual investors. A global team with over 100 professionals operating across three continents, we bring deep experience in portfolio design, manager selection, and risk oversight. Our goals-based approach aims to maximize risk-adjusted returns while keeping financial objectives at the center. From philosophy to execution, we support you in constructing and implement strategies tailored to your client’s needs.
Core beliefs that drive our investment process:
Our portfolios are designed with broad diversification across asset classes and risk sources, helping to manage for market uncertainty.
We access the entirety of the capital markets by blending internal expertise with industry leading third-party managers.
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Important Information
Data as of 12/31/2024.
Investment services provided by SEI Investments Management Corporation (SIMC), a wholly owned subsidiary of SEI Investments Company (SEI). SEI's Investment Management Unit (IMU) is a team within SIMC, which serves as investment advisor.
Investing involves risk including possible loss of principal.