Bringing you live news and features since 2013
Bringing you news, views and analysis since 2013
UK flag

12624

SEI’s goals-based portfolios hit GBP1bn AUM

RELATED TOPICS​

SEI’s flagship UK goals-based Strategic Portfolios have hit GBP1bn in assets under management.

 
Launched in February 2010, the SEI Strategic Portfolios are a suite of seven risk-rated, multi-asset funds underpinned by a manager-of-manager investment structure that offers retail investors access to some of the best active institutional fund managers around the world. 
 
SEI measures the success of the portfolios against a wide range of financial goals, taking into account different time horizons and risk profiles, rather than measuring performance against traditional benchmarks.
 
SEI’s goals-based approach also continues to gain popularity in the US and Canada with over USD15bn in assets under management worldwide. 
 
The Strategic Portfolios range from defensive to aggressive and are split into two categories: stability-focused and growth-focused. The stability-focused portfolios aim to preserve wealth and minimise loss in line with explicit drawdown parameters; an approach SEI believes encourages investors to adhere to their investment strategies instead of making investment decisions in reaction to volatile markets, which can hinder long-term performance. The growth-focused portfolios are designed for investors seeking to steadily accumulate assets at a rate consistent with their risk tolerance and relative to their goals.
 
The portfolios, which are available through most of the industry’s leading fund platforms, are highly diversified across a range of asset classes, managers, and holdings. For instance, as of 31 March 2013, the SEI Core Fund invests in up to five asset classes and 18 sub-asset classes. The assets in this fund are managed by 67 managers via segregated mandates, which ultimately results in investors having exposure to over 7,400 holdings. SEI actively manages the asset allocation, manager selection, monitoring, and rebalancing of the portfolios, allowing advisers to concentrate on providing advice and financial planning.
 
"The Strategic Portfolios are designed to enable advisers to achieve their clients’ specific investment goals, while freeing them up to concentrate on financial planning and growing their businesses," says Kevin Addison, head of asset management distribution, UK and Europe at SEI. "It is an approach we have found deepens relationships between advisers and clients. The fact that the portfolios have hit GBP1bn in assets under management in just three years clearly shows there is strong demand for a compelling and differentiated outsourcing solution in the post-RDR world. Indeed, we are confident that assets will continue to grow as advisers increasingly recognise that goals-based investing can deliver both in terms of performance and risk management."

Latest News

EFAMA has commented on today’s vote by the European Parliament in favour of a new..
Morgan Stanley Investment Management (MSIM) has announced the launch of the MS INVF Systematic Liquid..
Confidence in the continuing strength of bitcoin and Ethereum is driving wider interest in altcoins..

Related Articles

Juan Nozal, Mapfre Asset Management
Juan Nozal, Fixed Income Portfolio Manager at MAPFRE Asset Management, talks about the outlook for fixed income assets over 2024, in what he predicts will be an outstanding year for this asset class...
Juan Nozal, Fixed Income Portfolio Manager at MAPFRE Asset Management, talks about the outlook for fixed income assets over 2024,..
n response to the increased attention to climate change risk, institutional investors, asset managers, and asset owners in the US are committed to implementing a variety of measures to address climate change and reach their net-zero goals, according to Cerulli Associates...
n response to the increased attention to climate change risk, institutional investors, asset managers, and asset owners in the US..
Lord Hollick, House of Lords
A House of Lords committee has raised “significant concerns” over the role of UK regulators, their ability to operate with genuine independence from government and how they are held to account...
A House of Lords committee has raised “significant concerns” over the role of UK regulators, their ability to operate with..
Rob Edwards, Morningstar
The complexities of assessing performance from responsible investment strategies have been laid bare after Morningstar’s ESG indices delivered a mixed bag in 2023...
The complexities of assessing performance from responsible investment strategies have been laid bare after Morningstar’s ESG indices delivered a mixed..
Subscribe to the Institutional Asset Manager newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by