Wealth management firms, financial advisors and their clients
Portfolio model solutions
Diversified, actively managed solutions to meet a wide range of investor goals.
We offer a wide range of multi-manager Portfolio Solutions designed to help investors achieve their financial goals.
Each one implements our goals-based asset allocation process, providing a total portfolio solution tailored to specific investment objectives.
We think differently, with thoughtful asset allocation that goes beyond the traditional. We use consistent investment oversight and active management, designed to maximize returns, reduce risk and manage volatility.
Global and strategic portfolios
These portfolios are made up of SEI Asset Class Funds and managed to their strategic asset allocation with a long-term view in mind.
Explore our global and strategic portfolios
Goals-based portfolios
These portfolios are made up of SEI Asset Class Funds and managed to their longer-term strategic asset allocation, while also incorporating periodic dynamic asset allocation changes to take advantage of shorter-term changes in the capital markets.
Explore our goals-based portfolios
A global approach rooted in active asset management.
Our solutions are guided by skilled manager research, driven by asset allocation, and monitored by independent risk management.
Investment solutions provided by SEI Investments Canada Company, the investment fund manager and portfolio manager of the SEI Funds in Canada and wholly owned subsidiary of SEI Investments Company. Investing involves risk including possible loss of principal.