Managing volatility.
Striking a balance between risk and return.
The bottom line
Market volatility is more than just a headline. From inflationary pressures and fluctuating
interest rates to geopolitical tensions and unpredictable market swings, the current
environment is testing the resilience of even the most seasoned investors. It's important
to remember:
• Periods like these often lead to emotional decision-making and a temptation to retreat
to the sidelines.
• History has consistently shown that long-term investors who stay the course—and
remain thoughtfully allocated—are best positioned to benefit from recovery and
compounding growth.
• With proper guidance and awareness, volatility can represent opportunity.
Two potential keys to success: Patience and commitment
Annualized S&P 500 index returns ( January 2005 through December 2024)
Source: FactSet, Annualized S&P 500 index returns from January 2005 through December 2024.
For illustrative purposes only. Calculation is based on 5,217 days, excluding weekends and holidays.
SEI MILESTONES
Early 2000s: Partnered
with Analytic Investors to
pioneer a breakthrough,
among the first-of-its-kind
strategy focused on
managing volatility.
2006: Expanded to a global
version of the managed
volatility strategy.
2007: Introduced a
tax-managed version of the
managed volatility strategy.
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Invested all
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