Managed Volatility Investing

Lower volatility doesn't have to mean lower returns

12+ Year Track record in the managed volatility space

Many investors seek market-like returns and equity exposure, but don't want the market-like risk. It's why we launched our managed volatility funds. They attempt to exploit a risk-reward anomaly in the equity markets in an effort to generate benchmark-like returns, but with less risk.

Knowledge Center Managed Volatility: Exploiting a Risk-reward Anomaly in the Equity Markets Lower volatility doesn't have to mean lower returns

We launched SVOAX in 2004, and followed shortly after with SVTAX and tax-managed (TMMAX) (PDF) funds. These long-only equity funds concentrate on managing risk, while seeking to generate benchmark-like returns. 

A growing investment strategy

The growing adoption of managed volatility strategies as a whole has coincided with investors’ demands for lower risk investments without sacrificing significant return opportunities.

We're a pioneer and leading provider in the low volatility space.

We find investors are seeking market-like returns, but don't want market-like risk. We launched low volatility strategies more than 12 years ago, and these funds have shown that you may not have to sacrifice returns to reduce portfolio volatility. 

Legal Note

*The Russell 3000 Index® measures the performance of the largest 3,000 U.S. companies representing approximately 98% of the investable U.S. equity market.

**The MSCI World Index is a free floating adjusted market-capitalization-weighted index that is designed to measure the equity market performance of developed markets. It consists of 23 developed market country indices.

SEI Investments Management Corporation (SIMC) is the advisor to the SEI Funds, which are distributed by SEI Investments Distribution Co. (SIDCO). SIMC and SIDCO are wholly owned subsidiaries of SEI Investments Company.
For those SEI Funds which employ the "manager of managers" structure, SIMC has ultimate responsibility for the investment performance of the Funds due to its responsibility to oversee the sub-advisers and recommend their hiring, termination and replacement.

Investing involves risk, including possible loss of principal. International investments may involve risk of capital loss from unfavorable fluctuation in currency values, from differences in generally accepted accounting principles or from economic or political instability in other nations.

To determine if the Funds are an appropriate investment for you, carefully consider the investment objectives, risk factors and charges and expenses before investing. This and other information can be found in the Funds' summary and full prospectuses, which may be obtained by calling 1-800-DIAL-SEI. Read it carefully before investing.