5 SEI Stability-Focused Strategies
A goals-based approach
to investing.
Defensive
Conservative
Moderate
S&P 500
Source: SEI Data Porta
Performance quoted is past performance. Past performance does not
guarantee future results. For illustrative purposes only.
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The Stability-Focused Strategies help investors pursue
individual goals rather than viewing their entire portfolio
through a single lens.
For example, one strategy might be used to save for higher education, while another strategy could
be reserved for a more aspirational goal, such as buying a vacation home.
If an investor with a single portfolio viewed their account balance at the wrong moment in 2020,
or 2022, they might have been tempted to move everything into cash—potentially damaging the
prospects for both goals. By separating the two goals into individual portfolios, it's apparent that the
education-oriented portfolio invested in the Conservative Strategy would not have fallen as far as
the broader market, as shown in the graphic below.
Drawdown performance
