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

SEI's Goals-Based Portfolios Hit GBP 1 Billion in Assets Under Management 
LONDON -- (Marketwired) -- 05/22/13 --  SEI (NASDAQ: SEIC) has
announced that its flagship U.K. goals-based Strategic Portfolios
have hit GBP 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
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
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
GBP 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. 
Company Contact:
Dana Grosser
+1 610-676-2459 
Media Contact:
Chris Duncan
0203 326 9907 
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