SEI INVESTMENTS Overview
Sei Investments Company is an investment advisor that manages 159.7 BN dollars in regulatory AUM and has 378 employees, of which 174 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/14 to 09/30/20. The fund's latest filing disclosed 36BN in positions, representing 23% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/14 to 09/30/20. The fund's latest filing disclosed 36BN in positions, representing 23% of the manager's regulatory AUM.
SEI INVESTMENTS StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
SEI INVESTMENTS Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| SCHX | 3.88% | ETF | 8.89% | 0.03% | 10 | 4% | ||
| VTBSX | 3.06% | ETF | 0.65% | -0.07% | 2 | 6% | ||
|
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FEATURED IN
SEI INVESTMENTS Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Edward D. Loughlin | Senior Vice President | January-1995 |
| Timothy D. Barto | General Counsel | December-2003 |
| Joseph P. Ujobai | Senior Vice President | December-2006 |
| Wayne M. Withrow | Senior Vice President | December-2006 |
| Norman J. Klauder | Senior Vice President | December-2006 |
| Kevin P. Barr | President | April-2008 |
| Kathy A. Heilig | Treasurer/Controller | May-1999 |
| Laura K. Smolenski | Chief Compliance Officer | April-2012 |
SEI INVESTMENTS Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Administrator | Pro |
| Auditor | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
SEI INVESTMENTS Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
SIMC’s Overall Investment Philosophy
SIMC’s philosophy is based on active asset management, which consists of five key components: asset allocation, portfolio design, investment manager selection, portfolio construction and risk management. SIMC’s philosophy and process offers Clients personalization, diversification, coordination and management, and represents a strategy geared toward achieving long-term investment goals in various financial climates.
Asset Allocation. SIMC’s approach to asset allocation takes Clients’ goals into account, along with more traditional yardsticks like market indices and standard deviation. SIMC constructs multiple model portfolios to address a wide variety of Client goals, and dedicate considerable resources to active asset allocation decisions that help our investment offerings keep pace with an evolving market environment.
Portfolio Design. In terms of ...
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SIMC’s Overall Investment Philosophy
SIMC’s philosophy is based on active asset management, which consists of five key components: asset allocation, portfolio design, investment manager selection, portfolio construction and risk management. SIMC’s philosophy and process offers Clients personalization, diversification, coordination and management, and represents a strategy geared toward achieving long-term investment goals in various financial climates.
Asset Allocation. SIMC’s approach to asset allocation takes Clients’ goals into account, along with more traditional yardsticks like market indices and standard deviation. SIMC constructs multiple model portfolios to address a wide variety of Client goals, and dedicate considerable resources to active asset allocation decisions that help our investment offerings keep pace with an evolving market environment.
Portfolio Design. In terms of ...
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SEI INVESTMENTS Portfolio Concentration
SEI INVESTMENTS Location
ONE FREEDOM VALLEY DRIVE
OAKS, Pennsylvania
UNITED STATES, 19456
OAKS, Pennsylvania
UNITED STATES, 19456
SEI INVESTMENTS Contact Information
Phone Number: 610-676-1000
Fax Number: (484) 676-3479
Website: null
Fax Number: (484) 676-3479
Website: null
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