Goals-based approach

SEI’s goals-based investment approach helps you offer a truly differentiated advisory service to foster long-term client relationships. We've been on the leading edge of the goals-based movement, authoring a paper in 2003 entitled, "Goals-based Investing: Integrating Traditional and Behavioral Finance". 

Our approach creates a foundation for the entire client journey. Importantly, it helps you change the conversations with your clients from one based on product and performance to one based on the achievement of personal goals.

Our goals-based approach means that an investor’s success is measured against their specific goals and not just against benchmarks alone. Our approach is underpinned by our range of Strategic Portfolios that enable clients to enjoy a high level of portfolio diversification, access to some of the world’s best investment managers, and consistent oversight to manage market risk.

Benefits for advisers

• Add real value by delivering advice that is aligned with clients’ goals
• Shift clients’ focus to what is really important—progress in achieving goals
• Select portfolios that are aligned with clients’ specific requirements on a goal-by-goal basis
• Transition away from a more product-focused approach towards genuine financial planning

Benefits for clients

• Define financial, personal, and life goals rather than focus on just financial products and markets
• Identify and prioritise goals—earlier identification and proper planning can lead to a higher probability of a positive outcome
• Gain clarity on how financial plans and investment solutions are aligned to specific, real-life goals
• Visualise the investment journey and identify steps that need to be taken to make life-changing decisions

Benefits for your business

• Adopt a scalable, consistent client process across the business or a specific client segment
• Differentiate your business proposition against existing competitors and new market entrants
• Leverage an institutional-grade investment solution within your centralised investment proposition
• Capture detailed client information required to fulfill increasing compliance requirements
• Offer a unique, scalable, and consistent client proposition

Goals-based investing empowers intermediaries, institutions, and individuals alike to focus on what really matters—achieving goals.

Important Information:

This is a marketing communication. Information provided by  SEI Investments (Europe) Ltd (“SIEL”), a registered investment advisor and wholly owned subsidiary of SEI Investments Company. Investing involves risk including possible loss of principal.

The SEI Strategic Portfolios are a series of the SEI Funds and may invest in a combination of other SEI and Third-Party Funds as well as in additional manager pools based on asset classes. These manager pools are pools of assets from the respective Strategic Portfolio separately managed by Portfolio Managers which are monitored by SEI. One cannot directly invest in these manager pools.

This material is not directed to any persons where (by reason of that person’s nationality, residence or otherwise) the publication or availability of this material is prohibited. Persons in respect of whom such prohibitions apply must not rely on this information in any respect whatsoever. Investment in the funds or products that are described herein are available only to intended recipients and this communication must not be relied upon or acted upon by anyone who is not an intended recipient.

SEI Investments (Europe) Limited acts as distributor of collective investment schemes which are authorised in Ireland pursuant to the UCITS regulations and which are collectively referred to as the “SEI Funds” in these materials. These umbrella funds are incorporated in Ireland as limited liability investment companies and are managed by SEI Investments Global Limited, an affiliate of the distributor. SEI Investments (Europe) Limited utilises the SEI funds in its asset management programme to create asset allocation strategies for its clients. Any reference in this document to any SEI funds should not be construed as a recommendation to buy or sell these securities or to engage in any related investment management services. Recipients of this information who intend to apply for shares in any SEI fund are reminded that any such application must be made solely on the basis of the information contained in the prospectus (which includes a schedule of fees and charges and maximum commission available). Commissions and incentives may be paid and if so, would be included in the overall costs.)
Please refer to our latest Prospectus (which includes information in relation to the use of derivatives and the risks associated with the use of derivative instruments), Key Investor Information Document, Summary of UCITS Shareholder rights (which includes a summary of the rights that shareholders of our funds have) and the latest Annual or Semi-Annual Reports for more information on our funds, which can be located at Fund Documents. And you should read the terms and conditions contained in the Prospectus (including the risk factors) before making any investment decision. The UCITS may be de-registered for sale in an EEA jurisdiction in accordance with the provisions of the UCITS Directive. 

The funds may invest substantially in other funds. The risks described below may apply to the underlying assets of the products into which they invest: Investment in equity securities in general are subject to market risks that may cause their prices to fluctuate over time; fixed income securities are subject to credit risk and may also be subject to price volatility and may be sensitive to interest rate fluctuations; bonds or money market instruments are sensitive to inflation rate trends; Absolute return investments utilise aggressive investment techniques which may increase the volatility of returns. If the correlation between absolute return investments and other asset classes within the fund increases, absolute return investments’ expected diversification benefits may be decreased.

Past performance is not a reliable indicator of future results. Investments in SEI funds are generally medium to long-term investments. The value of an investment and any income from it can go down as well as up. Fluctuations or movements in exchange rates may cause the value of underlying international investments to go up or down. Investors may get back less than the original amount invested. SEI funds may use derivative instruments which may be used for hedging purposes and/or investment purposes.

This material represents an assessment of the market environment at a specific point in time and is not intended to be a forecast of future events.

The views and opinions in this brochure are of SEI only and are subject to change. The views and opinions should not be construed as investment advice.

This information is issued by SEI Investments (Europe) Limited (“SIEL”), 1st Floor, Alphabeta, 14-18 Finsbury Square, London EC2A 1BR. This document and its contents are directed at advisers of regulated intermediaries in accordance with all applicable laws and regulations. SIEL is authorised and regulated by the Financial Conduct Authority.