Factor solutions at SEI.
We offer a range of factor-investing solutions designed to
enhance portfolio diversification and align with individual
investment goals, including:
Exchange-Traded Funds (ETFs)
Cost-efficient, tax-efficient access to factor-based strategies.
Enhanced Factor ETFs Multi-Manager Select ETFs
SEI Enhanced U.S. Large Cap Momentum Factor ETF (SEIM) SEI Select Small Cap ETF (SEIS)
SEI Enhanced U.S. Large Cap Quality Factor ETF (SEIQ) SEI Select International Equity ETF (SEIE)
SEI Enhanced U.S. Large Cap Value Factor ETF (SEIV) SEI Select Emerging Markets Equity ETF (SEEM)
SEI Enhanced Low Volatility Factor ETF (SELV)
Separately Managed Accounts (SMAs)
Individual stock-based strategies for enhanced customization,
transparency and tax management. SMAs are offered through SEI's
Managed Account Solutions.
• Multi-Factor Strategies (U.S. All Cap, U.S. Large Cap, International Equity–ADR) that seek
to invest in stocks that exhibit above-average profitability (quality) and earnings momentum
(momentum) that are trading at reasonable valuations (value), with the objective of
outperforming the benchmark.
• Enhanced Factor Strategies (Momentum, Quality, Value, Managed Volatility) that seek to
provide long-term capital appreciation with high primary factor exposure while concurrently
optimizing secondary factor exposures.
• Dividend-Focused Strategy (U.S.) that seeks to provide a higher yielding portfolio than the
market without sacrificing long-term capital appreciation potential.
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