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Philosophy and Process

A comprehensive view of investment products, managers and asset classes, transcending the traditional focus on index funds versus active managers, and providing a dedicated focus on investor goals

50 Years serving the financial services industry

The strength of our global approach is rooted in active asset management — guided by skilled manager research, driven by asset allocation and monitored by independent, in-house risk management. We tailor our solutions to specific investment objectives.

Our approach is meant to help you leverage opportunities, manage investment risk and achieve more consistent returns.

In fact, we are a goals-based investing pioneer, with one of the longest histories of goals-based strategies in the US and the UK.

To help meet investor objectives, our dedicated teams:

All this is meant to help you leverage opportunities, manage investment risk and achieve more consistent returns.

Legal Note

This material is not intended to be a forecast of future events, a guarantee of future results and should not be relied upon by the reader as research or investment advice. It is intended for educational purposes only and is provided by SEI Investments Management Corporation (SIMC), a registered investment adviser and wholly owned subsidiary of SEI Investments Company.