Doing the Math: Our Diverse Fund Management Team

July 31, 2017

A mixed-gender portfolio management team outperformed both all-male and all-female teams

Gender-based Investment Trends Can Mean Better Performance for Mixed Management Teams

A 2015 study conducted by Morningstar reported that mixed-gender portfolio management teams outperformed both all-male and all-female teams over three-, five- and 10-year periods.

The same study also showed that female portfolio managers tend to invest with more conviction than their male counterparts; women are more likely to hold their investments during volatile periods, and are less likely to chase returns during market rallies. Men also trade about 45% more often than women, a trend that reduces their net returns by more than 25 basis points per year. Yet in the U.S. and Canada, only 10% and 11% of portfolio managers, respectively, are women1.

Consistent with our commitment to innovation, SEI beats both the U.S. and Canadian national averages: a diverse and well-qualified group of women comprise 20% of our Investment Management Unit’s portfolio management team, overseeing a combined total of more than $66 billion in assets2.

Meet the women that comprise our portfolio management team

More about the Morningstar report 

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1 Sargis, Madison and Laura Pavlenko Lutton. 2016. “Fund Managers by Gender: The Global Landscape,” white paper, Nov 28. https://www.morningstar.com/lp/fund-managers-by-gender-the-global-landscape 

2 As of April 30, 2017.