10 SEI Managed Account Solutions
The right strategy is here.
SEI offers a range of solutions, spanning objectives, styles,
and professional money managers, including those managed
by SEI's Investment Management Unit.
SMA strategy types
ESG
Environmental, social, and governance strategies and screening across most
equity and select fixed income managers.
Active equity strategies Managed by professional third-party specialist
managers, strategies provide focused style exposures
within U.S. and international asset classes, as well as
differentiated styles like equity income and managed
volatility equity.
Factor-based equity strategies Managed by SEI Investment Management Corporation,
strategies provide exposure to specific, key drivers
of return focused on value, momentum, quality, and
low-volatility factors.
Direct indexing equity strategies Options include SEI Systematic Core and third-party
specialist managers, designed to own individual stocks
that reflect characteristics of a chosen index. SEI uses
proprietary sampling methodology to select stocks.
Active fixed income strategies Managed by professional third-party specialist
managers, range of strategies provides municipal,
government, corporate, core strategies, and more.
Bond ladders, bullets, barbells,
and target-maturity strategies
Managed by SEI Fixed Income Portfolio Management,
individual bond strategies across municipal and taxable
asset classes and styles.
