LONDON, April 6, 2017 –– SEI (NASDAQ:SEIC) today announced it received the “Best Group Over Three Years” award in the “Equity Small Company” category at the 2017 Thomson Reuters Lipper Fund Awards in the United Kingdom. The award recognizes the excellent risk-adjusted performance across SEI’s range of equity funds, which are included in Lipper’s universe of over 3,500 funds provided by over 400 asset managers.
Commenting on the award, Jason Collins, Global Head of Equities at SEI, said:
“This award is a reflection of the strength of both SEI’s investment process and philosophy, as well as the depth of talent at SEI. The ability to add value for investors through our active portfolio management and manager-of-managers approach is the foundation of our investment programs.”
Arjan Looijestijn, Managing Director of Asset Management Distribution at SEI, also noted:
“Our portfolio strategies are designed to help investors achieve their goals at every stage of life, and our equity asset class funds are a cornerstone of our Strategic Portfolios which exemplify our goals-based approach. The UK is an important market for SEI, and we are delighted to win this prestigious award as we seek to expand the business and add to our growing number of strategic partners.”
To qualify for an asset class group award, small groups must have at least three distinct portfolios in one of the asset classes – equity, bond, or mixed-asset. SEI’s award-winning equity portfolio range includes regional and global funds; small, mid, and large cap; as well as global managed volatility and smart beta solutions. These funds are actively managed and are core components of SEI’s Goals-Based Strategic Portfolios.
SEI (NASDAQ:SEIC) is a leading global provider of investment processing, investment management, and investment operations solutions that help corporations, financial institutions, financial advisors, and ultra-high-net-worth families create and manage wealth. As of December 31, 2016, through its subsidiaries and partnerships in which the company has a significant interest, SEI manages or administers $751 billion in hedge, private equity, mutual fund and pooled or separately managed assets, including $283 billion in assets under management and $468 billion in client assets under administration. For more information, visit seic.com.
Lipper Fund Classification Awards Methodology
The currency for the calculation corresponds to the currency of the country for which the awards are calculated and relies on monthly data. Classification averages are calculated with all eligible share classes for each eligible classification. The calculation periods extend over 36, 60, and 120 months. The highest Lipper Leader for Consistent Return (Effective Return) value within each eligible classification determines the fund classification winner over three, five, or ten years. For a detailed explanation, please review the Lipper Leaders methodology documents on the Lipper Leaders Information page.
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 seperately 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.) A copy of the prospectus can be obtained by contacting your financial advisor, SEI relationship manager or by using the contact details shown below.
The funds may invest substantially in other funds and 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.
While considerable care has been taken to ensure the information contained within this document is accurate and up to date, no warranty is given as to the accuracy or completeness of any information and no liability is accepted for any errors or omissions in such information or any action taken on the basis of this information.
Past performance is not a guarantee of future performance. 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 not get back 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.
This information is issued by SEI Investments (Europe) Limited (“SIEL”), 1st Floor, Alphabeta, 14-18 Finsbury Square, London EC2A 1BR, +44 (0)20 3810 8001. This document and its contents are directed only at persons who have been categorised by SIEL as a Professional Client, for the purposes of the FCA Conduct of Business Sourcebook. SIEL is authorised and regulated by the Financial Conduct Authority.