Portfolio construction
grounded in precision.
When constructing portfolios, we consider three types
of exposure to help capture returns, while seeking to
manage risk.
• We start by establishing a diversified base with exposure to key asset classes that are aligned
to investor goals, risk tolerances, and liquidity needs.
• We enhance the foundation with factor exposure (systematic alpha sources)
across asset classes.
• We then determine that best way to access factor exposure, whether through SEI-managed
strategies or carefully selected third-party sub-advisors.
Equities Alternatives Fixed income
Primary exposures
Asset classes
Secondary exposures
Systematic alpha
Tertiary exposures
Idiosyncratic alpha
For illustrative purposes only.
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