Portfolio solutions built and managed with a long-term view.
Global and strategic portfolios
Comprised of underlying multi-manager SEI Asset Class Funds, these portfolios are grounded in active management and asset allocation. Each portfolio is highly diversified by asset class, investment style, manager, and geography, with an aim of maximizing returns, limiting volatility, and managing investment risk.
These portfolios are built with a long-term view in mind—they are managed to their strategic asset allocation over time, and are automatically rebalanced to maintain the target asset allocation that we set.
Built using a manager-of-managers framework, these strategies leverage SEI’s investment philosophy and oversight, and provide access to world-class institutional managers not typically available to retail investors.
Benefits for investors:
Choose from the six strategies, with a global tilt, ranging from 80% fixed income/20% equity to 100% equity to align with a variety of investor goals.
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.