Skip to main content

Recent Searches

Share this Post

Share on facebook
Share on twitter
Share on linkedin
Share on email

Home
INS Flipbooks
What is goals based investing

What is goals based investing

Published Date July 9, 2024

Goals-based investing recognizes your individuality as an investor.

Previous Flipbook

Investing for short term goals

Most people also have short-term investment goals—those they want to achieve in the next two years.
Next Flipbook

Coming to terms with the Federal Reserve

The Federal Reserve (Fed) is the central bank of the U.S. The Fed employs monetary policy—tools which control a country's money supply and boost economic activity.

Most Recent Flipbooks

3 days ago
Multi-Manager Models

A manager-of-managers (or multi-manager) style of investing refers to an approach where an oversight investment manager (advisor) selects and has oversight over underlying investment managers.

Read More
about 2 months ago
Changes in the OCIO Landscape

A conversation with SEI's Michael Cagnina, Senior Vice President

Read More
2 months ago
Factor Investing: Value

Value investors look for stocks trading below their average prices in hopes of snapping up a good company at a great price.

Read More
2 months ago
Factor Investing: Quality

Quality-focused investment strategies seek companies with strong business models, reliable earnings, and well established competitive advantages.

Read More
2 months ago
Factor Investing: Momentum

Momentum strategies seek to put that discovery into action by investing in companies that have seen recent improvements in stock price, earnings, or other relevant factors.

Read More
2 months ago
Investing for short term goals

Most people also have short-term investment goals—those they want to achieve in the next two years.

Read More
3 months ago
Coming to terms with the Federal Reserve

The Federal Reserve (Fed) is the central bank of the U.S. The Fed employs monetary policy—tools which control a country's money supply and boost economic activity.

Read More
3 months ago
Bond math: Yield curve

A yield curve is a visual representation of interest rates (or yields) across a range of maturities for a given type of debt (such as U.S. Treasurys).

Read More
5 months ago
Redefining the role of funds in an endowment portfolio

Putting the Institution back into Institutional investing.

Read More
5 months ago
REITs

Real estate investment trusts (REITs) enable individual investors to invest in the commercial real-estate market.

Read More
5 months ago
Explaining the dot plot

The Federal Reserve’s “dot plot” is a chart that projects the future level of the federal-funds rate.

Read More
6 months ago
Performance metrics: Evaluating stocks

While a company’s performance metrics can tell you a great deal about its qualities as an investment, interpreting them can feel overwhelming.

Read More
6 months ago
What is the Federal Reserve?

Like all central banks, the Federal Reserve (FED) employs a variety of tools in an effort to encourage or discourage economic activity and maintain a stable economy.

Read More
8 months ago
SEI's Nonprofit Spending Policy Research Series CA

Read More
9 months ago
Private Assets

Private assets are investments in tangible and intangible assets that are unavailable through public market exchanges.

Read More
10 months ago
What is an Index

An index measures change in a set of representative data. Within the world of finance, an index tracks the performance of a group of assets in a standardized way.

Read More
10 months ago
Oil Price Benchmarks

While both the West Texas Intermediate (WTI) and Brent Crude benchmarks track the price of crude oil, their oil composition, origins, and prices differ.

Read More
11 months ago
Nonprofit Spending Brochure

Learn more about our most recent research series

Read More
11 months ago
Interval Funds

Interval funds are closed-end mutual funds designed to give retail investors access to illiquid assets that are typically restricted to institutional investors.

Read More
11 months ago
Not-for-profit OCIO Brochure

Learn more about SEI's OCIO model

Read More

Return to Home

Cookie Policy · Privacy Policy · Terms of Use · © 2020 SEI