May 22, 2013 09:02 ET

SEI's Goals-Based Portfolios Hit GBP 1 Billion in Assets Under Management

LONDON--(Marketwired - May 22, 2013) - SEI (NASDAQ: SEIC) has announced that its flagship U.K. goals-based Strategic Portfolios have hit £1 billion in assets under management following strong client demand for the funds' pioneering investment approach.

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 U.S. and Canada with over $15 billion 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 minimize 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 March 31, 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," said Kevin Addison, Head of Asset Management Distribution, U.K. and Europe at SEI. "It is an approach we have found deepens relationships between advisers and clients. The fact that the Portfolios have hit £1 billion 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 recognize that goals-based investing can deliver both in terms of performance and risk management."

About SEI
SEI (NASDAQ: SEIC) is a leading global provider of investment processing, fund processing, and investment management business outsourcing solutions that help corporations, financial institutions, financial advisors, and ultra-high-net-worth families create and manage wealth. As of March 31, 2013, through its subsidiaries and partnerships in which the company has a significant interest, SEI manages or administers $495 billion in mutual fund and pooled or separately managed assets, including $206 billion in assets under management and $289 billion in client assets under administration. For more information, visit

Important Information
SEI Investments (Europe) Limited acts as distributor of the Strategic Portfolios which are authorised in Ireland pursuant to the UCITS regulations. The funds are incorporated in Ireland as limited liability investment companies and are managed by SEI Investments Global, Limited, an affiliate of the distributor. Please note that the value of an investment and any income from it can go down as well as up and investors may not get back the original amount invested. Investment portfolios are generally medium- to long-term investments and may not be appropriate if you can only invest for a short period. Past performance is not a guarantee of future performance.

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