Move beyond style boxes.

Traditional style boxes have long served as a basic framework for categorizing investments and grouping stocks by broad traits. While helpful for organization, this method often overlooks the deeper forces that drive risk and return in portfolios.

Factor investing advances portfolio construction by using rigorous research to identify the specific attributes such as value, quality, and momentum, that historically contribute to long-term performance. By focusing on these historically proven drivers, factor investing brings structure, transparency, and adaptability to portfolio design.

Where traditional approaches rely on broad categories, factor investing offers a more dynamic and disciplined path forward. Designed to align with persistent market forces, it enables investors to build portfolios that are potentially more resilient and adaptive, positioning factors as the next evolution in investment strategy.

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For illustrative purposes only. 

SEI’s differentiated active approach to quantitative investing. 

Active, rooted in academic research, and optimized against tailored risk forecasts, SEI’s factor investing process blends quantitative precision, human oversight, and adaptability designed to deliver better outcomes for investors. 

• Sophisticated factor selection: Our strategy goes beyond standard factors, leveraging a diverse range of primary and secondary indicators to help enhance risk-adjusted returns.
• Guarding against value traps: By combining value with momentum and quality, the approach helps avoid low-quality investments that may underperform despite appearing undervalued.
• Extensive quantitative experience: With nearly two decades in quantitative investing, our team brings deep expertise to every portfolio.

By moving beyond outdated labels and embracing quantitative investment research, investors can gain greater clarity and discipline that support more informed decisions and long-term financial goals. 

Important information 

This information is based on the views of, and provided by, SEI Investments Management Corporation (SIMC), a registered investment adviser and wholly owned subsidiary of SEI Investments Company.  This information should not be relied upon by the reader as research or investment advice or recommendations (unless SIMC has otherwise separately entered into a written agreement for the provision of investment advice regarding the subject matter of this material).   

There can be no assurance that performance will be enhanced or risk will be reduced for investment strategies that seek to provide exposure to certain quantitative factors. Exposure to such investment factors may detract from performance in certain market environments, in some cases for extended periods. In such circumstances, an investment strategy may seek to maintain exposure to the targeted investment factors and not adjust to target different factors, which could result in losses.

While the investment strategies are actively managed, the strategies’ investment process is expected to be heavily dependent on quantitative models and the models may not perform as intended.

The information contained herein is for general and educational information purposes only and is not intended to constitute legal, tax, accounting, securities, research or investment advice regarding the strategies or any security in particular, nor an opinion regarding the appropriateness of any investment. This information should not be construed as a recommendation to purchase or sell a security, derivative or futures contract. You should not act or rely on the information contained herein without obtaining specific legal, tax, accounting and investment advice from an investment professional.

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