Align your investment philosophies with your core values without sacrificing quality investments — or your goals.
Here at SEI, we take responsible investing seriously.
Investing with purpose is about consistency between your values and your investment strategy. We deliver a sustainable investing program within our OCIO model, where we research managers for you to help ensure they demonstrate a commitment to your values.
We can implement:
- Exclusionary screening
- Environmental, social and governance (ESG) Integration
- Impact investing
Custom Fit for Each Policy
Our ability to develop custom investment strategies fit to meet our clients’ values through these various implementations options allows them to incorporate extreme focus on manager screenings in their portfolios.
The best part, each portfolio can be completely customized to align with your investment values because of our manager evaluation process and implementation continuum. Our custom sustainable program is designed to deliver high quality investments while meeting the goals of each client. Here’s how:
- Custom approach through separate account implementation: Your portfolio will have a custom asset allocation managed by a selection of well-researched managers. This is possible through a separate account implementation, which allows each client maximum flexibility. You can select types and levels of screening from more than 25 screening options. We have over 12 categories of individual screens like firearm, fossil fuels, gambling or alcohol to name a few.
- Access to leading managers focused on incorporating sustainability in their process: We take pride in the well-thought-out managers available in our program and carefully vet them for their ability to manage in the space. We tailor your portfolio using the managers that are best fit for your requirements. Our thorough due diligence process helps to ensure that manager policies line up with how they execute sustainable investing. Additionally, we are able to incorporate your existing managers into the portfolio.
Here at SEI, incorporating screening is important for our goals as an investment management team. Our manager research regularly examines manager diversity as a factor to explain overall competitive edge and potential ability to generate sustained alpha.
- Experienced team with a focus on sustainability: We’ve been implementing sustainable investing for our clients for 25 years and have built a strong approach and a team for this effort. Our head of sustainable strategy, Jana Holt, has an extensive background in sustainable investing. She is supported by a dedicated research team and institutional team members focused on sustainable.
What matters most to every organization is unique. Setting your implementation to match not only your long-term investment strategy, but the beliefs of your organization matters to us.
Custom Fit for Each Policy
Our ability to develop custom investment strategies fit to meet our clients’ values through these various implementations options allows them to incorporate extreme focus on manager screenings in their portfolios. For example, one client’s investment policy stipulation required that 5% of their main portfolio be direct Israel investments. In the past, this was accomplished through purchasing Israeli bonds. Our Manager Research team conducted evaluations and presented a new solution that option allows for simple implementation and lower cost through a blended investment to help mitigate industry concentration. The end result included active managers and ETFs with Israel only holdings.
Contact us to learn more about how we can help you enhance your investments, while maintaining a portfolio that reflects your organization’s goals and beliefs.
Information provided by SEI Investments Management Corporation (SIMC), a registered investment adviser and wholly owned subsidiary of SEI Investments Company.
Investing involves risk including possible loss of principal. Environmental, social and governance (ESG) guidelines may cause a manager to make or avoid certain investment decisions when it may be disadvantageous to do so. This means that these investments may underperform other similar investments that do not consider ESG guidelines when making investment decisions. There can be no assurance goals will be met.
Alpha is a term used to describe a strategy's ability to beat the market, or it's "edge." 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, or a guarantee of future results. This information should not be relied upon by the reader as research or investment advice and is intended for educational purposes only.