Sustainable investing.

Many investors are considering how environmental, social, and governance (ESG) 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 the 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 research provides an in-depth analysis of each of our equity and fixed income managers and their 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. Our manager research team has identified opportunities focused on sustainable, thematic, and impact investing to meet the objectives of clients looking for such solutions.