Active Portfolio Construction and Monitoring

Our work doesn’t end once a manager makes it into one of our portfolios. SEI is one of the world’s largest manager of managers with a team of approximately 100 investment professionals that continuously monitor each manager’s philosophy, process, people and performance. This helps us to ensure that managers’ investment styles remain consistent with their assigned objectives.

In addition, sophisticated technology enables us to monitor SEI Fund holdings and trades, ensuring that the portfolios are in line with overall investment objectives.