SEI: Our Back Office

Turn to a trusted leader for support and goal achievement

Investors are often unsure about what they want from professional advice. Some express a desire for greater stability. Others seek assurances about meeting their financial goals, and many are just looking for a second opinion about how to reach their destination. To help satisfy your needs, your advisor chose to use the global resources and expertise of SEI. We developed specialized tools and services based on three core competencies: financial industry knowledge, leading-edge investment strategies and asset management technology. What follows is an overview of our history, approach to investing and its process to help you achieve your goals.

About SEI

SEI: ABOUT THE MANAGER-OF-MANAGERS PROCESS

SEI uses a multi-manager approach to portfolio construction that seeks to generate excess returns (i.e., returns in excess of benchmark index) and at the same time provides diversification by avoiding overconcentration in a single investment style, sector or market trend. Our analysis seeks to identify each manager’s competitive advantage and characteristics of that advantage that can be monitored on an ongoing basis. Asset allocation to a given manager is based on the manager’s skill set, the current macro-economic environment and the risk inherent to each manager’s strategy.

ABOUT THE SEI INVESTMENT MANAGEMENT UNIT

SEI’s Investment Management Unit is responsible for creating and maintaining proprietary mutual funds, asset allocation portfolios, separately managed account programs, and alternative investments for a wide range of institutional and individual investors. Our investment process is based on research conducted by dedicated asset-class teams. The teams are overseen by an Investment Strategy Oversight Committee that reviews their assumptions and conclusions. The IMU prides itself on conducting research in an open, academic environment that reflects SEI’s entrepreneurial culture. Our global research and portfolio management efforts include teams based in Oaks, London, Toronto and Hong Kong. IMU staff members have an average of 14 years’ experience in the industry. In a unit of more than 100 professionals, there are approximately 25 CFA charterholders and 40 team members with Master of Business Administration degrees or PhDs.

SEI: A LEADER IN GLOBAL INVESTMENT SERVICES AND INNOVATION

\SEI (NASDAQ:SEIC) is a leading global provider of investment processing, investment management, and investment operations solutions that help corporations, financial institutions, financial advisors, and ultra-high-net-worth families create and manage wealth. As of September 30, 2016, through its subsidiaries and partnerships in which the company has a significant interest, SEI manages or administers $751 billion in mutual fund and pooled or separately managed assets, including $281 billion in assets under management and $470 billion in client assets under administration.

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