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6. Risk management
Manager monitoring
SEI commits significant resources to oversight of its investment managers. Managers
are required to stick to their assigned investment styles to assure that desired levels of
diversification are maintained.
The risk management team is responsible for determining whether a portfolio's risks
are consistent with its given mandate—maintaining a distinct separation from portfolio
management in order to ensure objectivity.
Monitoring that goes
beyond performance
The manager lineup may be adjusted
as the markets change or if a more
compelling investment opportunity
presents itself. But sometimes, SEI will
change managers because of changes
within the management firm itself. SEI
continually evaluates managers against
both qualitative and quantitative criteria.
Governance
SEI's governance structure includes various
oversight committees, which are each
chaired by the head of risk management.
People
Performance
Process
Portfolio
