SEI’s flagship UK goals-based Strategic Portfolios have hit GBP1 billion in assets under management (AuM) following strong client demand for the funds’ 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.
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SEI’s has over US$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 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.
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By GlobalData"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, 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 GBP1 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."
