Active Portfolio Design

A multi-dimensional approach to portfolio construction, rooted in exhaustive research

Portfolio design is all about alpha – returns in excess of a benchmark. Which makes proper portfolio design the constant search for staying power.

Our quest for long-term, excess returns across multiple markets is based on a:

  • Multi-dimensional approach to portfolio construction, by combining different asset classes, geographic regions and investment styles
  • Deep understanding of the drivers of risk and return as they relate to specific asset classes
  • Disciplined, diligent research to evaluate potential investment managers across disciplines

We combine quantitative and qualitative research to create portfolios designed to deliver long-term results in line with investor goals.

About our research

Our exhaustive research culminates in a thesis that outlines:

  • Information about the strategy’s structure (multi-manager, multi-fund, etc.)
  • Performance expectations
  • Management structure
  • Projections about how the strategy may react to different phases of the economic cycle
  • The array of alpha sources

Only then do we begin to evaluate potential investment managers.

Our Portfolio Design Approach

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.